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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Taylor RoadStreet, MD Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLESummaryThroughout the last 20 years, I have had the opportunity to perform several different functions within an organization. This array of experience has enabled me to acquire the knowledge and experience to become an integral addition to any organization. My extensive interpersonal, computer and organizational skills allow me to provide concrete office management and administrative support.Points of ExperienceOffice ManagementClient RelationsHuman ResourcesBenefit AdministrationAccounts PayableAccounts ReceivableFinancial ProjectionsBilling / CollectionsAdministrative SupportEmployee TrainingMarketing DevelopmentSocial MediaProfessional ExperienceSmith and Downey, P.A. Baltimore, MD 02/23 - CurrentOffice ManagerOversee general day to day office operations, manage administrative staff (receptionist and Administrative Assistants)Create policies and procedures for the firm regarding workflow, calendar management.Negotiate all vendor contracts, both new and renewals, leases for equipment, subscriptions etc.Work with Senior partners to carry out general management and keep them informed of important issues etc.Group Benefit Review. Timonium, MD 10/22 2/23Account ManagerWork with clients to renew benefit plans, oversee all applications, paperwork, cancellations, enrollments etc.Manage relationship with the clients HR manager throughout the plan year addressing any issues and situations where assistance requiredCreate annual census and update to submit to various carriers to obtain optimal quote for our clients.Provided administrative support to owner assisting with client relations.Akers Financial Group Forest Hill, MD 07/20 2/21Operations/Client Services ManagerOversee general day to day office operations Assistants)Processed incoming requests from clients, withdrawal requestsOnboarding new clients, opening accounts, account transfersSmith and Downey, P.A. Timonium, MD 02/23 - CurrentOffice ManagerOversee general day to day office operations, manage administrative staff (receptionist and Administrative Assistants)Create policies and procedures for the firm regarding workflow, calendar management.Negotiate all vendor contracts, both new and renewals, leases for equipment, subscriptions etc.Work with Senior partners to carry out general management and keep them informed of important issues etc.Cornerstone Advisory - Hunt Valley, MD 03/18 7/20Customer Relations ManagerWork in support of Portfolio Managers, preparing them with materials for potential client meetings as well as existing client meetings and reviews.Handle onboarding new clients, gathering all of the required documents to open accounts and transfer their existing accounts so that our firm would be managing their portfolio.Maintaining all client data and activity in our CRM and securing all necessary forms and electronic documents following proper compliance protocols.Complete all incoming client service requests (account transfers, requests for distributions via, ACH, Wire, or check, dependent upon preference and necessity).Run recurring schedule of performance reports and distribute to clients or upload through our portal.I implemented the utilization of Docusign within our firm and trained coworkers who were just learning and unfamiliar with the software to offer more value to our clients and expedite the process for many tasks that require a tremendous amount of paperwork and signatures this streamlined our process and added a tremendous amount of efficiency to the firm.AMS, LLC. Hunt Valley, MD 10/13 - 03/18Executive Assistant / Office Manager / HR ManagerEmployee benefits administration.Processed invoices and A/P as well as running our invoices and maintaining Accounts Receivable and collections.Processed PayrollPerformed the role of Office Manager supervising the general customer service and front office personnel.Performed clerical duties needed as the Executive Assistant to the CEO including any and all clerical responsibilities or delegated as needed to staff under my supervision.Heritage Financial Consultants - Hunt Valley, MD 6/09 10/13Executive Assistant / Client Services SpecialistWorked in support of one of the Senior Partners of the practice to assist with client meetings, scheduling appts, emails, and handled all client service requests (transfers, new accounts, distributions, etc.)Provided Executive Assistant (clerical) support as needed.Prepared reports and annual review materials for client meetings.Maintained performance reports for all clients.Utilized CRM to maintain record of client activities and kept all files for clients organized and maintained. Transitioned our hard copy filing system into an electronic client file system. This created more efficiency and ability to retrieve paperwork and update files and send paperwork more efficiently.Became licensed as a Series 6 Financial Representative, which allowed me to handle client meetings for the 403(b) clients which made up a large portion of her book of business which added a tremendous value and was able to free up a considerable amount of time for her to focus on prospects and obtaining new business.Ferris, Baker Watts, Inc. / RBC Wealth Management - Baltimore, MD 4/07 4/09Corporate Secretary / Executive Assistant to President, CEO and COOHandled all general clerical functions related to the CEO and COO.Create and distribute necessary correspondence on behalf of the two positions I supported.Complex Calendar Management scheduling and coordinating availability, sending calendar invites etc.Created and maintained various firm reports compiled with performance data and overall assets held under management by the firm sorted by the managing group and specific producers for supervisory analysis.Would assist executives as they would navigate through issues and problems that would occur within the retail branches provided general problem solving with logistical issues.Created and distributed agendas and meeting minutes for the Board of Directors and Executive Committee meetings and acted as the firms Corporate Secretary.Played an integral role in document production related to due diligence of RBC as it acquired FBW signed on with a retainment bonus to stay on through merger to help with logistical issues and communications between home office and FBW Headquarters.EducationNorth Harford High School Graduated (1994)Harford Community College General StudiesLicensesFinra Series 6 license currently expired and willing to become relicensed for this or other licenses as needed. |
