Bestgen Wealth Management - Executive Administrator Resume Example

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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

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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.

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School Attended
Clark University