Darla Y.

Office Manager at Reaching Milestones
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Contact Information
us****@****om
(386) 825-5501
Location
Atlanta Metropolitan Area
Languages
  • English Full professional proficiency
  • Sign Language Full professional proficiency

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Bio

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Experience

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Office Manager
      • Nov 2021 - Present
    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Office Supervisor
      • Oct 2020 - Oct 2021
    • United States
    • Motor Vehicle Manufacturing
    • 500 - 600 Employee
    • Training Coordinator
      • Jun 2017 - Oct 2020

      AAMCO UNIVERSITY AAMCO UNIVERSITY

    • United States
    • Higher Education
    • 700 & Above Employee
    • Administrative Assistant
      • Jan 2016 - Jun 2017

      Assistant to VP of Marketing and 23 employees. Maintain budget/balance report monthly, make sure stay within budget for year for future purchases. PowerPoint and Excel presentations for VP of Marketing, VP of Alumni and Department heads. Order all promo items, supplies and University banners for department. Answer phone, troubleshoot and direct calls for 23 employees. Book meetings and conference rooms across campus. Maintain VP of Marketing calendar and scheduling of appointments. Handle any billing and transactions or transfer of funds between departments at University of West Georgia using chart string. Receive all items for University Communications and Marketing in PeopleSoft for purchasing.Put together all Promo Bags for departments across entire campus. Put in all service requests for maintenance or IT for our department. Event coordinator, set up venue and catering. Maintain compliance files according to regulations. Process all new hire and termination paperwork of employees. Enter all expense reports for VP of Marketing and Department Heads. Book out of town conferences, hotels and travel for VP of Marketing and all department heads. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales Assistant
      • Dec 2014 - Sep 2015

      Assist financial advisors with IRA Distribution/Contribution paperwork; check deposits, order supplies, and maintain equipment. Assist members with IRA and Stock questions. Event Coordinator for Workshops throughout the year, includes venue setup and catering orders. Working knowledge of Smart Office, Symitar, Outlook, Word and Excel. Provide excellent customer service to members along with maintain strict confidentiality. Answer multi-line phones, maintain all appointment calendars and process paperwork regarding accounts for multiple Financial Advisor's. Ability to multi-task and complete work assignments in a timely manner. Maintain detailed and organized compliance files for broker dealer clearing house. Show less

    • Administrative Assistant
      • Oct 2008 - Oct 2014

      Assistant to three Financial Advisors handling highly confidential information. Transferred and distributed client's assets via ACH, Fed Wire or Check. Journal client's assets from one brokerage account to another and handled check deposits. Processed IRA Distributions and RMD's. Opened new accounts and updated client information. Managed schedules of Financial Advisor's. Created new filing system for all office and client files in order to maintain company regulatory compliance. Organized office events and obtained approvals for events and advertising through Corporate Office to keep Whitlock Ellis Wealth Management in Compliance with rules of Wells Fargo. Order supplies, answered phones, sorted mail, and maintained all Financial Advisor's Calendars. Show less

    • Office Manager
      • Nov 2000 - Jul 2008

      Responsible for customer service and the daily oversight of office operations. Processed all orders and had oversight of all accounts to include order tracking and credit/payment Processing. Served as liaison between Goodyear and more than twenty tracks nationwide Maintained reports and spreadsheets monthly, as well as yearly reports related to sales. Responsible for customer service and the daily oversight of office operations. Processed all orders and had oversight of all accounts to include order tracking and credit/payment Processing. Served as liaison between Goodyear and more than twenty tracks nationwide Maintained reports and spreadsheets monthly, as well as yearly reports related to sales.

Education

  • BMI School of Business
    Diploma, Business Administration and Management, General
    1986 - 1987

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