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Career Profile
Experienced Strategic Leader with several years of experience within high-stress environments and a strong background in executive support roles within a variety of organizations. Experienced in leading cross-functional teams, designing organizational strategies, assisting with business development, and improving current processes. Equipped with a significant level of communication and interpersonal abilities in addition to a background in effectively fostering positive relationships with vendors, clients, and executive management.
Proficient in: Jones Link, Windows, Access, Microsoft Office Suite, Word Perfect, Lotus 123, QuickBooks, Publisher, Adobe, and Spreadsheet Software
Key Competencies
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Administrative Support Public Speaking Relationship Building Marketing Best Practices |
Public Relations Strategy Development Complex Problem Solving Client Advocacy |
Staff Leadership Process Improvement Organizational Strategy Banking Industry
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Professional Experience
Edward Jones, St. Louis, MO 2009-2014
Branch Office Administrator/Office of Bruce Frenkel (2011-2014)
Directly manage a variety of administrative operations within a fast-paced environment with a focus on increasing productivity and efficiency
Managed key client accounts, processed account updates/transactions, and worked closely with a Financial Advisor in the sourcing/development of new client accounts
Maintained a keen knowledge of current best practices and trends within the administrative field in addition to completing several professional development coursework/training
On-Call Branch Office Administrator, Office of Bruce Frenkel (2009-2011)
Coordinated the successful completion of online Branch Office Administration training while simultaneously assisting over 20 separate Edward Jones offices as needed
Provided administrative support to management, assisted with special projects as needed, and consistently maintained a positive working environment
Office Assistant, Office of Darcy Beeman (2009)
Facilitated various administrative operations within a financial environment which included completing internal training, scheduling events/seminars, and coordinating meetings
Played an integral role in the management of a pipeline of potential Financial Advisors within the community, performed follow-up calls, and maintained positive rapport with others
Weight Watchers, Jericho, NY 2006-2011
Weight Watchers Leader (Part-Time)
Utilized superior communication acumen in order to provide education/coaching to members with a focus on assisting with weight-loss and lifestyle management goals
Successfully promoted company products and services, grew meeting attendance to 40 individuals, designed presentations, and increased branch revenue
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Professional Experience Continued:
Martin Zevin, PA, Coconut Creek, FL 1998-2008
Legal Assistant/Paralegal
- Provided administrative support for over 50 personal injury cases which required maintaining positive relationships with clients, witnesses, and third-parties such as Police Officer and medical providers
- Prepared and filed legal documentation such as petitions, judgments, and writs of execution in addition to managing executive calendars and scheduling meetings
- Utilized superior administrative acumen in order to manage complex databases, oversaw a mail merge system, and coordinated internal marketing activities
Education
Bachelor of Arts, Pace University, Pleasantville, NY
Legal Assistant Program, Florida Atlantic University, Boca Raton, FL
Edward Jones, BOA Training Modules
Community Involvement
Editor/Publisher, Boca Fontana Newsletter, 2002-Present
Vice President, Boca Fontana Homeowners Association, 2013-2016
Director, Boca Fontana Homeowners Association, 2004-2013
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