Bestgen Wealth Management - Executive Administrator Resume Example

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Madison Rivera
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.
  • 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
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
  • 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
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.

School Attended
Clark University