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Investment Administrative Assistant Resume Sample One

999 Main Street ♦ Any Town, NY 99999
Phone: (999)999-9999 ♦ email@yahoo.com

Thomas Harris

Summary

Detail oriented administrative professional with expertise in building productive teams through ongoing communication between coworkers and managers, proven ability to improve productivity and efficiency by establishing organized work place. Uses outstanding communication to improve the office dynamic, Comfortable dealing one-on-one or with large groups.

Areas of Expertise

Organization Microsoft Word, Adobe PageMaker
Flexibility Microsoft Excel, Adobe Acrobat
Reliability Microsoft PowerPoint Visio.

Professional Experience

ABC Inc. Any Town, NY 2001-2009
Administrative Assistant

  • Performed all administrative activities.
  • Acted as Receptionist, answered all incoming calls.
  • Handled all incoming correspondence.
  • Maintained all client, vendor and administrative files.
  • Ordered and inventoried all office supplies.
  • Drafted correspondence independently and from verbal direction.
  • Tracked employee Time Sheets and Expense Reports.
  • Liaison with company insurance agents and vendors.
  • Performed Accounts Payable and Accounts Receivable.
  • Reconciled monthly financial bank statements to match Quick Books and prepared “Year-end Financials” reconciliation binder.
  • Improved turnaround in accounts receivable by establishing a set billing cycle and following up with collection calls to clients that were past due in payments.
  • Provided management with a weekly review of accounts payable to prioritize payments and minimize any potential finance charges.
  • Performed environmental report production including proofreading for grammatical and formatting errors.
  • Established an excellent rapport with all clients and vendors.

XYZ Corp. Any Town, NY 1998-2001
Administrative Assistant

  • Created new procedures for and re-wrote the office’s procedures manual.
  • Data entry for over 500 accounts.
  • Responsible for preparing documents for client meetings.
  • Responsible for client correspondences in regards to their investment accounts.
  • Preparing and processing all documents in order to establish new accounts and update current accounts.
  • Daily clerical duties including general office maintenance and care.

BCD Inc. Any Town, NY 1997-1998
Administrative Assistant

  • Extensive complex international and domestic travel which included frequent last-minute travel arrangements.
  • Proactively managed and maintained bankers’ busy calendars, executed heavy scheduling demands from internal and external parties, helped prepare for upcoming meetings and events.
  • Maintained up to date contacts in database.
  • Drafted and processed client reports on a weekly basis, reconciled expense reports on a daily basis and on an as-needed basis provided Excel, Pivot table reports.

Education

B.A., Criminal Justice, Rutgers State University, New Brunswick

Sample Resume in PDFClick to download the Investment Administrative Assistant Resume Sample One in PDF.

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