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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEPROFESSIONAL EXPERIENCEHoffman Financial GroupClient Relations Associate 09/2023 - presentPrepare and process all applications, transfer paperwork, and account services.Perform work tasks with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents.Work independently and make decisions while following established policies.Organize workflow and keep Financial Advisors workflow organized.Schedule insurance and investment related reviews.Prepare client letters and other written communication as requested.Help market Financial Advisor, by calling, emailing and using social media.SEIU LOCAL 668Operations Administrative Assistant Philadelphia Office 03/2023 07/2023Coordinated the day-to-day administrative operations of the Philadelphia office.Prepared Microsoft Word documents and Excel spreadsheets (e.g., correspondence, minutes, memos, briefs.agendas, contracts, reports, etc.) from written or verbal information to create accurate and professional documents.Prepared and distribute new hire member packets.Scheduled meetings and appointments to ensure availability, prioritize schedules and avoid scheduling conflicts.Monitor, order, and fill all supplies needs of the Philadelphia office including monitoring all equipment needs.Greeted visitors providing assistance or refer them to the appropriate staff member.MUTUAL OF AMERICA LIFE INSURANCE COMPANYAdministrative Assistant, Regional Vice President 07/2018 04/2022Prepared Proposals, Annual Plan Review documents and Presentation.Copied, collated and binded proposals.Assisted in scheduling meetings and booking travel.Handled all incoming calls, assisted participants with questions regarding their accounts and withdrawals.Handled all incoming office invoices.Handled incoming and outgoing mail. Process FedEx mailing.Ordered office supplies.JANNEY MONTGOMERY SCOTT, LLCAdministrative Assistant, COO of Compliance/License/Registration Department 03/2011 06/2018Assisted COO with the day-to-day operationsIn charge of the Registration Inbox (incoming emails) making sure each request that comes in is properly given to the right License and Registration SpecialistProcessed Appointment Request paperwork for Financial Advisors.Called Annuity Companies to get appointment confirmations for Financial Advisors.Updated Appointments and Insurance registration in RegEd Database to ensure business will go through Annuity Net.Assisted Financial Advisors with questions regarding their continuing education.STIVERS STAFFING SERVICES, INC.Registrar, The Consortium Hope Counseling Center 08/2010 02/2011Checked patients in to see Therapist, Psychiatrist and Psychologist daily for Outpatient Department.Scheduled appointments for patients daily in the BTI System for very busy department.Verified insurance coverage for patients at time of their appointment.Made copies and fax forms for the Therapist, Psychiatrist and Psychologist.JEWISH COMMUNITY CENTERS OF GREATER PHILADELPHIAOffice Administrator, JCCs Raymond & Miriam Klein Branch 06/2007 09/2009Supervised eight part-time employees daily.Helped the Chief Operating Officer of Senior Services gather information to prepare for Grant Applications and Budget preparations.Prepared Minutes of Meetings for the Officers and Managers monthly meetings.Processed payroll for part-time employees and senior employees bi-weekly.Scheduled meetings and invites on Microsoft Outlook for Chief Operating Officer of Senior Services Department.Kept calendar updated daily for Chief Operating Officer in Microsoft Outlook.Ordered office supplies. Was back up for Transportation Coordinator and Mail Room Supervisor.TODAYS STAFFINGOperations Administrator, CDI Corporation 05/2006 01/2007Was responsible for processing background checks and drug screening results for new employeesWas responsible for processing payroll for 200 plus field employees weekly.Scheduled new hire orientation and meetings via Microsoft Outlook.Conducted new hire orientation via telephone conference weekly.Processed new hire paperwork and created personnel foldersProcessed expense reports to be paid out within a specified timeline.TEMPLE UNIVERSITY HUMAN RESOURCESAdministrative Specialist, Benefits Department 02/2003 02/2006Was responsible for processing the Family Medical Leave Act and University Leave requests.Processed Short Term Disability and Long-Term Disability requests.Answered benefit questions regarding to FMLA, University Leave and other aspects of employee benefit services.Processed benefit payments for employees on Family Medical Leave, which was time sensitive.Processed Disability forms for Union employees who applied for FMLA and forwarded to CIGNA Insurance CompanyAnswered benefit questions regarding Medical, Dental, Disability, Life Insurance, Pension and COBRA to inquiring employees.TEMPLE UNIVERSITY HUMAN RESOURCESAdministrative Assistant, HR/Employee Relations Department 09/1999 01/2003Scheduled Exit Interviews and scheduled employees to review their personnel files.Processed paperwork for Terminations and Leave status in HRIS system.Processed Unemployment Compensation bills for payment.Was responsible for putting together packets and union contracts for all benefit orientations.Assisted Temple University employees with various questions concerning policies and procedures.Was back up for Receptionist (answered phones, processed paperwork I9s and W4s for new employees and work study students, issued picture IDs for new employees, gave typing test, and accepted applications from applicants.EDUCATIONNational Education CenterAssociate degree Executive SecretarySkills: Typing 60-70 wpm, Excellent phone etiquette, Strong Microsoft experience (Word, Excel, Power Point and Outlook), High level attention to detail and Ability to multi-task. |
