SUMMARY:

A permanent job in which I can use my vast and varied experience, honed over a decade as a clerical contractor

SKILLS:

MS OFFICE SUITE SKILLS

COMMUNICATION SKILLS

CUSTOMER SERVICE SKILLS

POWER POINT SKILLS

MULTI - TASKING SKILLS

LOTUS NOTES SKILLS

DESKTOP PUBLISHING SKILLS

LEXIS-NEXIS SKILLS

RECEPTIONIST SKILLS

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco

Property Clerk

Responsibilities:

• Maintained Excel database tracking locations of Department of Labor property
• Generated documentation of newly-acquired equipment, tagging them with bar codes
• Updated other Department of Labor Administrative Officers regarding items transferred between agencies
• When necessary, corrected air waybill errors and converted measurement units from US to metric systems

Confidential, San Francisco

Sales Assistant

Responsibilities:

• Helped to organize and manage RFP's (request for proposals), insertion orders, editorial credits, client communication and preparing competitive reports
• Phone coverage, filing, expenses, scheduling, calendar management, travel/dining arrangements.
• Organization of Office and Magazine Storage
• Organizing and implementing magazine issue mailings

Confidential, San Francisco

Manager’s Assistant

Responsibilities:

• Managed incoming calls to Litigation & Claims helpline, resolved in a professional & courteous manner
• Prioritized, handled, and routed incoming correspondence, emails, etc. to claims adjusters
• Monitored costs, ordered supplies, processed invoices
• Maintained confidential customer files, handled company checks securely
• Submitted weekly timekeeping for all staff employees

Confidential, San Francisco

Administrative Assistant

Responsibilities:

• Arranged appearances at church services by Confidential directors for fundraising push at the end of the fiscal year
• Answered phones, scheduled one-on-one meetings between business leaders and Confidential directors
• Prepared and sent acknowledgement letters to Confidential donors using MS Word Mail Merge
• Printed and packaged hundreds of fundraising forms in preparation for church appearances

Confidential, San Francisco

Customer Relations, Propertyware

Responsibilities:

• Contacted dozens of real estate offices nationwide to request restoral of files deleted in database migration, offering reimbursement for time taken to upload files
• Manually edited lists of documents that were received into database using MS Excel 2010
• Helped create hundreds of PDF documents of billing statements later emailed to clients
• Edited Propertyware database to assure emails to clients would be received using cloud technology

Confidential, San Francisco

Administrative Assistant

Responsibilities:

• Answered phones for the above three Confidential divisions within same S.F. office
• Maintained reception area and conference rooms, distributed mail
• Quality-checked DVDs of confidential videotaped depositions before delivery to attorneys
• Arranged hotel reservations conference room rental for legal deposition in three different cities
• Assisted with invoicing, data entry, copying, shipping, receiving

Confidential, San Francisco

Administrative Assistant

Responsibilities:

• Daily entered into Oracle database the service charge payments wired by mutual funds Confidential offers
• Entered amounts of check payments from mutual funds into Oracle database
• Regularly contacted mutual funds via email and voice regarding delinquent service charges
• Updated contact information of mutual funds in Salesforce

Confidential

Administrative Assistant

Responsibilities:

• Assisted in creating Excel Spreadsheet and PowerPoint Presentation for quarterly report

Confidential, San Francisco

Administrative Assistant

Responsibilities:

• Managed the daily schedules of four Confidential Bank attorneys using Microsoft Outlook
• Arranged air travel, hotel accommodations, and seminar fee payments for Bank attorneys
• Assisted in the creation of materials and manuals used in Bank board meetings using Adobe Acrobat
• Kept track of filings that need to be updated for state governments
• Filed expense accounts and process invoices

Confidential, San Francisco

High Net Worth Representative

Responsibilities:

• Daily entered totals from the previous business day into Excel spreadsheet
• Entered previous day’s transactions into Alternative Investment Department database
• Used proprietary Confidential software, Google, & phone to update addresses of transfer agents
• Constantly worked with other rep to complete delivery of thousands of Mail Merged letters and hundreds of individually addressed faxes ahead of deadlines
• Reorganized cabinets with past years’ sales files, recovered crucial document thought to be lost

Confidential, San Francisco

Executive Assistant to Chief Compliance Officer

Responsibilities:

• Managed CCO’s calendar using Outlook
• Provided support for larger projects managed by others in Compliance
• Maintained Compliance department’s vacation day schedule using Outlook
• Made travel arrangements for visiting staff in Menomonee Falls using Azumano interface
• Processed invoices, ordered office supplies
• Maintained monthly reports binders, conducted monthly shred bin security check

Confidential, San Francisco

Sales Assistant

Responsibilities:

• Processed trades generated by three members of Fixed Income sales staff
• Used Bloomberg terminal alongside PC with MS Excel, Outlook, Word and several specialized software programs (Market Axess, Rumba, Hummingbird)
• Assisted staff Administrative Assistant by routing incoming calls from to salespersons
• Kept in close contact with assistants at other brokerage firms and within Confidential to assure accuracy of transactions

Confidential, San Francisco

Operations Specialist

Responsibilities:

• Conducted Factiva background check of new clients (per USA Patriot Act) using Bridger XP software; discovered undetected felony indictment of one applicant
• Searched through microfilm reels to recover information on original client applications
• Made corrections in company databases based on original applications
• Processed new clients’ applications, helped to eliminate month-long backlog

Confidential

Wellness Center Reception/Clerk

Responsibilities:

• Admitted Job Corps Trainees to see on-site medical professionals
• Set up future appointments, helped manage the waiting room area
• Created informational packets, constantly updated medical files

Client Transition Specialist

Confidential

Responsibilities:

• Contacted Job Corps alumni to track their employment progress
• Managed process to reorganize trainees’ archived records
• Arranged for delivery of Visa gift card to qualified former trainees

Confidential, San Francisco

Executive Assistant

Responsibilities:

• Managed schedule for a Bayer Vice President using Lotus Notes
• Prepared PowerPoint presentation for national teleconference
• Arranged dedication luncheon at Berkeley site of future office building
• Scheduled airline itineraries, hotel reservations, car rentals for VP’s and visitors
• Supported four other executives in office in addition to VP

Confidential, Emeryville, CA

Executive Assistant

Responsibilities:

• Rearranged schedule on the fly to avoid constant double-bookings
• Made dinner reservations out of Zagat Guide for his visiting guests
• Supervised repairs done in his office in his absence