Executive/Administrative Assistant

Skills and Qualifications

 Microsoft Office programs: Word, Excel, PowerPoint, Access, Outlook, Publisher and Lotus Notes

 Contact Management Database Administration: Goldmine, BrokerVision, ACT!, Profit Tools for Trucking

 Investment Management Data and Reporting programs: Centerpiece, SchwabLink, AdvisorChannel, BETA, Sungard Trust Services Charlotte, and Advent Axys

 Business Management programs: Timeslips and QuickBooks Pro

 Financial Planning programs: Thomson ILX, OnTrack Financial Planner, OnTrack Portfolio Planner, OnTrack Performance Reporting and Morningstar

 Account Management programs: ClientOne Financial Calculator, IRA Required Minimum Distribution Calculator

 Alpha Typing: 70 wpm

 Numeric Typing: 11,100 ksph

Employment History

Pinnacle Partners/Multi-Modal Trucking 11/2009-04/2010 Administrative Assistant

Provided administrative assistance to the Operations, Administrative, and Accounting Departments of Multi-Modal Trucking on a temporary basis through the staffing agency, Pinnacle Partners. Duties included organizing driver paperwork, copying, scanning, database administration, and back-up telephone assistance.

Woodley Farra Manion Portfolio Management, Inc., 02/2008 – 10/2008 Administrative Assistant

Provided administrative assistance and client service for five Portfolio Managers including investment account maintenance, monthly and quarterly account reconciliations, quarterly reporting and billing, and general office duties.

Community Trust & Investment Co., 12/2005 – 11/2007 Trust Operations Coordinator

Provided operational assistance to Operations Manager at Company Headquarters for as many as five Trust Officers within Headquarters office and three branches, primarily with respect to basic accounting functions involving purchase/sale transactions, deposits and withdrawals within investment accounts. Assisted President and CFO of the company with the closing of the company.

Office Team/A.G. Edwards & Sons, Inc., 01/2004 – 06/2005 Financial Associate

Provided office management and client service for multiple Financial Consultants by assisting with investment account opening and maintenance, marketing, and supplies maintenance.

Clerical Alternatives, Sole Proprietorship, 01/2003 – 01/2004 Office Manager

Project-based office management services for entrepreneurs including database management, basic accounting services to include A/P, A/R and tracking of sales data, mass mailing, and marketing.

Bedel Financial Consulting, Inc., 03/1999 – 06/2002 Operations Coordinator

Maintained investment management databases and managed client account-related activities for two Portfolio Managers and two Certified Financial Planners. Also conducted monthly billing for the Financial Planning department and quarterly reporting and billing for the Investment Management department. Assisted in the selection and training of Administrative Assistant replacement upon promotion to Operations Coordinator.

Administrative Assistant

Front desk reception and administrative assistance for two Certified Financial Planners and two Portfolio Managers. Created and managed correspondence, produced Policies and Procedures manual for Administrative Assistant position, administered contact management database, produced reports, ordered supplies, and maintained file room.

Education

Ivy Tech State College Online Program, Began Summer 2009 AS Business Administration

MasterPro Computer Training Center, 08/2001 – 08/2002 MCDBA Coursework

New Horizons Computer Training Center, 11/1999 – 11/2000 Advanced Microsoft Word 97

Advanced Microsoft Excel 97

Contact this candidate