Bestgen Wealth Management - Executive Administrator Resume Example

Love this resume? Build your own now

Madison Rivera
XXX XXXXXXXXXX XXXXXX, Marshfield, MA 02050 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXXX
Summary
www.linkedin.com/pub/rachelle-fox/20/175/3b5/en
Mature professional, consistently maintains a positive attitude while interacting with clients/company needs. Highly organized and detailed-oriented with 10+ years administrative experience, 25 years client services and 4 years management skills. Quality focused and committed in a fast paced environment.
Skills
  • Customer and Personal Service - Point of Contact
  • Develop and maintain 50+ clients
  • Managed 25+ employees
  • Expert data processing
  • Office management/Account management/Business accounting
  • Research and complex problem solving
  • Purchasing and supply
  • Handle highly confidential legal and financial documentation 
  • Excellent communication & writing. High attention to detail.
  • Meets deadlines
  • Multi-tasked, fast paced environment
  • Hiring and training
  • Several computer platforms including Microsoft Office, Excel, Word, DSS Viewer, PeopleSoft,Outlook Express, Google Chrome
Experience
Executive Administrator 05/2015 to Present
Bestgen Wealth Management, LLC Braintree, MA
  • Perform administrative duties for CEO.
  • Responsible for screening calls, prioritizing mail, managing calendars, making travel arrangements, preparing materials used in executive presentations, preparing reports, forms and financial data, researching and writing memos.
  • Build relationships and deliver exceptional service.
  • Maintain client accounts while establishing and maintaining files.
  • Provide assistance to the Financial Advisor by furnishing account information and quotes, establish new accounts, and processing deliveries and/or payments.
  • Maintain and purchase office supplies.
  • Extremely multi-tasked and meet deadlines.
  • Well-developed communication and reading skills and knowledge of grammar, spelling and punctuation.
  • Sensitivity to confidential matters.
Client Services/Sr. Processor > Special Issuance Group 08/2008 to 02/2015
Computershare Shareholder Services Canton, MA
  • Point of contact for internal and external relationships.
  • Establish and maintain 50+ client relationships.
  • Account management utilizing several computer platforms.
  • Responsible for reviewing and executing complex and highly confidential client instructions timely and accurately to meet deadlines.
  • Worked directly with the relationship managers, brokers, and clients.
  • Excellent communication & writing.
  • High attention to detail.
Automation Policy Processor 10/2006 to 08/2008
Arbella Mutual Insurance Quincy, MA
  • Worked directly with the Insurance Underwriters.
  • Processed auto and home insurance applications, changes, reinstatement's, and cancellation of policies.
  • Utilized several underwriting software applications needed for estimations
Awards
  • Client recognition for excellent service in Fourth Quarter Registry client survey
  • Letters of praise from Clients, Relationship Managers, and Brokers
  • Management recognition for over 100% productivity and quality
  • 2013 Promoted to Senior Transaction Processor > Special Issuance Group
Education
Associate of Arts: Computer Graphics Sep 2001 Clark University - Braintree, MA
High School Diploma: Management & Cosmetology Jun 1987 South Shore Vocational Technical High School - Hanover, Ma

People also search for

Executive Administrator

Virginia Beach ,Virginia

Claire Diaz

Companies Worked For:

Apple Tree Kids , Baker Roofing Company

JobTitles Held:

Executive Administrator , Executive Assistant

Executive Administrative Assistant

Biloxi ,Mississippi

Aria Barnes

Companies Worked For:

AAFES , Department of Defense

JobTitles Held:

Executive Administrative Assistant , General Manager Food Service

Executive Secretaries and Executive Administrative Assistants

Springfield ,Missouri

Emma Stewart

Companies Worked For:

Mercy Hospital , Premier Health Plans

JobTitles Held:

Executive Secretaries and Executive Administrative Assistants , Secretaries and Administrative Assistants

Executive Administrative Assistant

San Jose ,California

Evelyn Howard

Companies Worked For:

Comerica Bank CA , Comerica Bank CA

JobTitles Held:

Executive Administrative Assistant , Administrative Assistant

resume flower ad

About this resume

Executive Administrator FROM Marshfield , Massachusetts RESUME

This is a resume for a Executive Administrator in Marshfield, Massachusetts with experience working for such companies as Bestgen Wealth Management and LLC. The grade for this resume is 0 and is one of hundreds of Executive Administrator resumes available on our site for free. Use these resumes as templates to get help creating the best Executive Administrator resume.

Dude
School Attended
Clark University