Experience

CollegeInvest

• United States
• Financial Services
• 1 - 100 Employee

• Operations Supervisor

  • Jul 2017 - Present

• Administrative Services Supervisor

  • Apr 2016 - Jun 2017

• Operations Representative

  • Apr 2015 - Mar 2016

• Administrative Assistant/Operations Representative

  • Oct 2014 - Mar 2015



CASTA

• 1 - 100 Employee

• Administrative Assistant

  • Jun 2010 - Dec 2012

  Duties include: assist with conference and training planning including facility review, point of contact for events, maintain registrations, invoicing and payment receipt * basic accounts receivable & payable duties using Peachtree Accounting, assist with monthly financials * maintain defensive driving instructor certifications with NSC * maintain website and assist with quarterly newsletter and e-newsletter preparation * maintain membership database using File Maker Pro * receptionist and other duties as assigned including providing support to two Executive Directors and the Director of Programs. Show less



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Sr. Administrative Assistant

  • Dec 2001 - Aug 2008

  Duties included: prepare check requisitions, attendance tracking, handle incoming/outgoing mail, vendor relations, notary public, video conferencing and liaison to Office Administrators throughout the company. * Support Regional V.P. as needed, with confidential personal and business related items. * Support Team Managers and Consultants with various duties such as: prepare counseling reports, schedule appointments, travel arrangements, consultant licensing – compliance, reporting and database management, prepare and log consultant surveys, maintain office files Show less



SEZ America, Inc.

• Phoenix, Arizona Area

• Travel Coordinator/Administrative Assistant

  • Jun 1997 - Sep 2001

  Responsible for coordinating all travel arrangements needed by the employees of the U.S. offices. Maintain and administer travel policy, which includes agency selection and cost evaluations. Admin assistant duties include accounting tasks such as accounts payable entry, company card reconciliation, expense report management Responsible for answering the 6 line switchboard, distributing daily mail and packages, greeting clients/guests and assisting upper management with various clerical duties. Show less



BRW, Inc

• Phoenix, Arizona Area

• Administrative Assistant/Receptionist

  • Apr 1996 - May 1997

  Responsible for answering 14 line switchboard, greet clients and guests, faxing and typing daily documents as needed, open and distribute daily mail, sign for and arrange for pick-ups/deliveries, coordinated conference calls and other clerical duties. Assist management as needed Responsible for answering 14 line switchboard, greet clients and guests, faxing and typing daily documents as needed, open and distribute daily mail, sign for and arrange for pick-ups/deliveries, coordinated conference calls and other clerical duties. Assist management as needed



Herschler, Freudenthal, Salzburg, Bonds & Rideout

• Cheyenne, Wyoming Area

• File Clerk/ Relief Secretary/ Runner

  • Nov 1993 - Feb 1996

  Responsible for maintaining files for the office, filing pleadings with the courts, answer phones as needed, assist in typing pleadings and other correspondence for attorneys, run errands as needed Responsible for maintaining files for the office, filing pleadings with the courts, answer phones as needed, assist in typing pleadings and other correspondence for attorneys, run errands as needed