Summary
Overview
Work History
Education
Skills
Timeline
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Ambrea Ayala

Lake Geneva

Summary

Detail-oriented administrative assistant with a talent for anticipating needs and proactively finding solutions. Highly organized and skilled at managing complex calendars and projects. Seeking an opportunity to contribute my skills to the success of an organization that fosters a positive and collaborative work environment.

Overview

5
5
years of professional experience

Work History

Digital Asset Manager / Admin Assistant

Design Partners
04.2023 - Current
  • Ensured a welcoming office environment by managing the front desk, greeting guests, handling deliveries, directing calls, sorting mail, and supporting account managers with various tasks
  • Supported financial operations by organizing receipts, entering invoices, generating billing reports, updating project records in our CRM, and assisting with the credit card statement
  • Handled office purchasing and monitored office supply inventory, executed job-specific orders with attention to accurate documentation for invoicing, and updated internal purchase records
  • Facilitated the monthly upload of digital assets to client platforms, provided basic IT support for urgent server needs, and retrieved archived assets for clients and designers
  • Updated office calendars by entering vacation, PTO, and WFH schedules, communicated with employees on their vacation availability, and assisted in planning company events such as luncheons and field trips
  • Managed various job-specific administrative tasks including opening new projects using our CRM, sending and tracking shipments, proofreading files for quality assurance, and working with 3rd party vendors for job-specific requirements

Client Services Specialist

MGA Wealth Management
07.2021 - 03.2023
  • Maintained strict confidentiality while handling sensitive documents, including client files and financial reports
  • Created and implemented new procedures to improve office efficiency and streamline administrative processes
  • Assisted in planning company events by communicating with venues, managing attendance, and preparing presentation materials
  • Utilized strong attention to detail to accurately prepare and distribute client paperwork, track progress with the involved parties, and keep clients informed throughout the process
  • Demonstrated adaptability by effectively managing shifting priorities and deadlines, while also managing multiple tasks simultaneously

Customer Service/Office Assistant

Sunset Mechanical
07.2020 - 06.2021
  • Listened to customer emergency situations and offered accommodating solutions
  • Managed customer email communications
  • Assisted with marketing and invoice mailers
  • Processed supplier invoices and recorded customer payments
  • Answered and managed incoming and outgoing calls while recording detailed messages for distribution to office staff

Education

SIE - Securities Industry Essentials Exam

FINRA
01.2023

Bachelor of Arts - Music

University of Wisconsin - Parkside
Kenosha, WI
05.2020

Skills

  • Customer Data Confidentiality
  • Database/CRM Management
  • Digital Asset Management
  • Office Administration
  • Office Event Planning
  • Workflow Development and Improvement
  • Paperwork Handling
  • Opening and Closing Procedures
  • Effective Multitasking
  • Written and Verbal Communication
  • Fast Learner
  • Fast Typer (96 WPM)

Timeline

Digital Asset Manager / Admin Assistant

Design Partners
04.2023 - Current

Client Services Specialist

MGA Wealth Management
07.2021 - 03.2023

Customer Service/Office Assistant

Sunset Mechanical
07.2020 - 06.2021

SIE - Securities Industry Essentials Exam

FINRA

Bachelor of Arts - Music

University of Wisconsin - Parkside

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Ambrea Ayala