Executive Assistant - Wealth Management Specialist

Stephanie A. Haffelfinger

Brighton, CO ***** 610-***-****

*************@******.**

www.linkedin.com/in/stephanie-haffelfinger

Executive Assistant in Wealth Management

Financial Management Project Management

Dynamic administrative professional with over 15 years of hands-on experience in talent management strategies, operational processes, and employee relations, driving enhanced organizational satisfaction and performance. Concierge-oriented expert delivering exceptional executive support in self-directed roles within fast-paced environments, with advanced administrative skills honed across diverse industries. Versatile expertise encompasses client relations, project management, interpersonal communications, team leadership, and multitasking prowess. Committed to fostering teamwork, empowering business success through strategic initiatives, and optimizing performance via data-informed decisions. Proven track record in streamlining processes to boost efficiency, productivity, and overall operational excellence. SKILLS

Business Operations Financial Management (QuickBooks, Budgeting, A/R & A/P) Strategic Planning & Analysis Human Resources, Policies & Procedures, EEOC Administration & Executive Support Compliance & OSHA Regulations Client Relations & Customer Engagement Project Management & Team Leadership Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) CRM Systems (RedTail) Talent & Performance Management Continuous Improvement PROFESSIONAL EXPERIENCE

Independent Travel and Logistics Coordinator, Colorado 2022 – Present Coordinated extensive international travel and personal projects in a self-directed capacity during a period of relocation and transition, applying organizational and administrative skills to manage complex itineraries and logistics.

§ Planned multi-country trips abroad, including detailed itinerary development, accommodations, transportation arrangements, and budget management to ensure efficient and seamless execution.

§ Handled scheduling, expense tracking, and adaptive problem-solving for unforeseen changes, refining multitasking and detail-oriented abilities transferable to executive support roles.

§ Utilized tools like Microsoft Office Suite for documentation and Gmail/Outlook for communication and coordination. Pelley Group, Denver, Colorado 2018 – 2021

Executive Assistant to Managing Director, providing comprehensive support in wealth management by handling all administrative, operational, and logistical responsibilities, including high-touch coordination and confidential tasks in a fast-paced environment.

§ Delivered advanced administrative assistance, leveraging communication and organizational skills to streamline operations and enhance executive productivity.

§ Managed client files, calendars, scheduling, and communications to ensure seamless workflows and keep leadership informed on priorities and deadlines.

§ Prepared reports, confidential materials, and correspondence; arranged travel and utilized RedTail CRM/Microsoft Office Suite for client relations and strategic support.

Administrative and Client Support Roles (Landscaping/Nursery Sector), Colorado 2017 – 2018 Administrative Assistant, BR&D Landscape, Englewood; Customer Service, Wilmore Nurseries, Littleton (Seasonal/Contract Positions). Delivered versatile administrative and customer-facing support during relocation to Colorado, contributing to operational efficiency and client satisfaction in dynamic environments.

§ Coordinated appointments, meetings, and garden design collaborations with construction teams to meet customer requests and improve project delivery.

Stephanie A. Haffelfinger

§ Engaged in consultative sales for plants and supplies, tailoring recommendations based on environmental needs to drive customer loyalty and sales.

§ Maintained inventory, restocked deliveries, and supported office operations, honing multitasking and client relations skills adaptable to executive support.

AAA+ Cleaning Services, Pennsylvania 2012 – 2016 Founded and managed a successful residential and commercial cleaning business from inception, overseeing all aspects of operations, growth, and profitability with a lean team of 3 employees.

§ Bootstrapped business from $400 investment, achieving 99% customer retention through exceptional client management and service delivery.

§ Led financial operations including budgeting, payroll, QuickBooks tracking, and strategic planning to ensure fiscal health and sustainability.

Austin Master Services, Inc., Pennsylvania 2009 – 2012 Executive Assistant

Hazardous and non-hazardous waste management company experiencing rapid growth; assumed full operational oversight of the office due to executive absence, effectively running all administrative, project, compliance functions. (Started position during contract work with Bradley Burns.)

§ Directed daily operations and team assembly for projects, ensuring safety, efficiency, and success through comprehensive admin support (documents, travel, scheduling).

§ Oversaw financial operations including vendor relations, A/R/A/P, budgets, and reconciliations; drafted competitive bids to secure multimillion-dollar contracts.

§ Managed compliance via OSHA manuals/training, HR policies/compensation programs, and employee handbook to uphold standards and resolve EEOC claims.

EARLIER EXPERIENCE:

Waterloo Gardens, Pennsylvania 2007-2009

Operations Manager

§ Directed operations for a $15M division with up to 80 employees, enforcing KPIs, improving productivity, and achieving 20% cost savings through cross-training and team reorganization.

§ Managed peak-period staffing and large-scale events that generated hundreds of thousands in single-day revenue. Owner, Video MaXXX, Inc., Pennsylvania 1996 – 2002 Owned and managed a retail video rental chain. Expanded from 1 to 6 stores, achieving $2M valuation through operational and financial management.

EDUCATION & CREDENTIALS

Associate Degree, Business Management with emphasis in Accounting Keystone School of Business, Springfield, PA

Certifications: Paralegal (The PJA School), Upper Darby, PA

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