New Client Processor

• Jan 2023 - Present

Executive Assistant

• Mar 2022 - Dec 2022

Answer and screen up to 80 incoming calls and emails per day, exercising clear communication and a polite demeanor to schedule appointments and address questions in an easy-to-understand, professional manner to build lasting relationships. Independently facilitating complex third-party vendor client on-boarding paperwork to open accounts, transfer assets, obtain necessary signatures and tracking to ensure properly processed for 200 clients. Bill and process 120 client payments in QuickBooks for accurate accounting to increase revenue by 10%. Administer inbox management for 3 advisors creating 20% more free time to increase sales production. Provide customer support from the beginning throughout paying attention to details to increase customer satisfaction by 20%. Maintain a record of client interactions within CRM for 700 clients. Assist 5 senior advisors with all administrative tasks needed. Maintain accurate files and records, meeting minutes, schedules and complex calendar utilizing Teams and Microsoft Outlook. Show less

Teacher Assistant

• Dec 2015 - Mar 2022

Provided daily support to teacher and 12 special needs students in a fast-paced environment utilizing classroom resources to improve each students potential. Recorded and charted behaviors and concerns in Excel spreadsheets to decrease student behaviors by 50%. Promoted 5 daily lesson plans for 12 in-person students by being highly adaptable to teach problem-solving skills to promote academic growth. Managed 12 remote students using Google Meets to navigate through 5 daily lessons and all remote work tools to prioritize work to be completed. Promoted emotional, academic and physical development to improve students grades and behaviors by 15%. Created and maintained daily schedule for 12 students and 5 teachers in Excel to optimize classroom organization at 100% efficiency. Show less

Executive Administrative Assistant

• Apr 2008 - May 2020

Answered, screened and managed 200+phone calls and correspondence responding with excellent written and verbal communication skills to improve customer satisfaction by 22% on behalf of the CEO. Developed and maintained filing system with 500 customers for organization. Created and prepared 20 monthly reports in Microsoft Access and Excel spreadsheets to support management in monitoring financial trends and attendance. Created bills and invoices in QuickBooks to assist management to maintain general ledger accounting. Project manager for all student and parent events; coordination for all catering vendors and staff. Provided administrative support for CEO's and 7 Directors using strong organizational skills and prioritizing tasks. Show less

Executive Assistant

• Jan 2002 - Jul 2003

Performed general administrative duties for C-Level executive commercial real estate broker for 1+ years. Conducted market research on commercial properties for sale utilizing the internet to boost sales by 28%. Answered 50-100 incoming phone calls and emails and managed brokers inbox. Developed and maintained filing system. Drafted all client correspondence with excellent verbal and written communication skills to allow broker to increase sales by 18%. Functioned as primary point of contact for personal and professional calendar to coordinate meetings with commercial investors, brokers and personal life. Coordinated all aspects of travel with corporate travel agency. Show less

Executive Assistant/Manager

• Dec 2000 - Nov 2001

Managed a team of 5 assistants for a period of one year providing superior team management while exercising strong organizational skills and multi-tasking to provide daily office support to a team of 100 collection specialists. Answered and directed 500+ incoming phone calls to specialists for superior customer service. Functioned as a liaison between management and other departments for efficient workflow. Created reports in Microsoft Excel for financial analysis and profit projections. Show less

Executive Assistant

• Feb 1995 - Dec 2000

Performed general executive administrative assistant duties for C-Level executives for 6+ years including screen incoming calls and filter through all correspondence. Drafted and typed correspondence to clients and vendors in Microsoft Word to allow CEO and COO time to increase production by 17%. Created spreadsheets in Microsoft Excel to analyze collection data. Coordinated heavy calendar in Microsoft Outlook for CEO and COO to manage all travel arrangements and meetings. Organized event coordination with vendors to provide monthly staff meetings and as needed for clients. Show less