AMANDA LUEBSTORFF
Rochester,USA
Summary
Knowledgeable Wealth Administrative Assistant with solid background in supporting wealth management operations and client relations. Proven ability to streamline processes and enhance client satisfaction through precise data management and effective communication. Demonstrated proficiency in financial reporting and multitasking in fast-paced environments.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Wealth Management Assistant Lead
Tompkins Financial Advisors
03.2021 - Current
- Lead the global administrative team to drive consistency of processes and routines including account opening and servicing in support of trust officers, portfolio managers, financial planners and wealth advisors to deepen client relationships.
- Proactively seek opportunities to coordinate with other departments to improve operations, service, and technology in an effort to meet the Company’s objectives.
- Work with Leadership Team to help manage workloads and resources to ensure the team has the equipment needed to perform tasks.
- Monitored compliance requirements and assisted in maintaining regulatory documentation accuracy.
- Assisted in preparing client documentation for investment portfolios and financial plans.
- Coordinated communication between clients and advisors, ensuring timely responses to inquiries.
Wealth Associate
CNB Wealth Management
03.2018 - 09.2018
- Company Overview: (formerly Genesee Valley Trust Company)
- Direct report to Executive Vice President of Wealth Brands.
- Supported President & CEO, Senior Vice President & Business Development Officer and Senior Vice President & COO, as well as entire team when needed.
- Notified, prepared and recorded minutes for monthly Board of Directors Meetings.
- Worked closely with the Business Development Officer to respond to RFP’s, including assembling responses, proof-reading and editing.
- Extract data for use in projects and initiatives.
- Manage mailing lists for multiple communications related to system conversions, relocation and merger.
- Implemented tool for tracking client interactions and treatment using OneNote.
- Ability to balance team and individual responsibilities, with positive team spirit.
- Assist with tax preparation, assembly and mailing.
Operations Assistant
The Country Club of Rochester
01.2003 - 01.2015
- Assistant to the General Manager.
- Exercise judgment and discretion alone, and in conjunction with other managers and co-workers, in the day-to-day operations of the club.
- Notify, prepare and record minutes for monthly Board and Committee Meetings.
- Responsible for communication to the membership.
Executive Secretary
Cape Fear Country Club, Inc.
01.1998 - 01.2003
- Assistant to the General Manager.
- Coordinated executive meetings, ensuring timely preparation of agendas and meeting materials.
- Managed correspondence and communications for senior leadership, enhancing information flow across departments.
- Streamlined office procedures, improving overall efficiency in document handling and filing systems.
Education
Associate Degree - Liberal Arts
Alfred State College
Alfred, NYContinued Studies in Communication Design / Studio Art
University at Buffalo
Buffalo, NY01.1996
Skills
- Excel (advanced), statistical analysis, basic database management
- PowerPoint & digital presentation design; Publisher; Acrobat/Foxit for PDFs; website design fundamentals
- OneNote; organized information capture and retrieval
- Project coordination, task organization, scheduling, prioritization
- Professional correspondence, email communications management
Data & Analysis
Presentation & Design
Productivity & Knowledge Tools
Project & Time Management
Communication
Certification
Notary Public, New York State
Timeline
Wealth Management Assistant Lead
Tompkins Financial Advisors
03.2021 - Current
Wealth Associate
CNB Wealth Management
03.2018 - 09.2018
Operations Assistant
The Country Club of Rochester
01.2003 - 01.2015
Executive Secretary
Cape Fear Country Club, Inc.
01.1998 - 01.2003
Continued Studies in Communication Design / Studio Art
University at Buffalo
Associate Degree - Liberal Arts
Alfred State College
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