Amiee Atherton
Tipp City,OH
Summary
Driven and resourceful administrative professional with 12 + years of experience assisting with the work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
25
25
years of professional experience
Work History
Teacher's Aide
Bethel Elementary School
Tipp City, Ohio
10.2022 - Current
- Supported student learning objectives through personalized and small group assistance.
- Supported classroom activities, tutoring, and reviewing work.
- Presented wide range of information to students using hands-on instructional techniques for effective comprehension.
- Assisted teachers with classroom management and document coordination to maintain positive learning environment.
- Supported student physical, mental, and social development using classroom games and activities.
- Assisted teachers with supervision and care of group of 13 children.
Executive Administrative Assistant
Fifth Third Securities
Dayton, OH
03.2013 - 03.2022
- Streamlined office operations by implementing efficient filing systems and managing 4 executive calendars.
- Enhanced communication between departments through proactive coordination of meetings and events.
- Increased productivity with implementation of digital tools for document management and collaboration.
- Organized travel arrangements, ensuring smooth transitions for executives during business trips.
- Managed budgets and expenses, maintaining financial records for accurate reporting and analysis.
- Assisted in development of presentations, effectively conveying crucial information to stakeholders.
- Fostered a positive work environment by addressing employee concerns and facilitating team-building activities.
- Coordinated staff training programs, improving overall efficiency within the company through skill development.
- Scheduled appointments promptly, ensuring optimal use of executive time while minimizing conflicts or cancellations.
- Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
- Collaborated with cross-functional teams, expediting project completion times and enhancing overall efficiency.
- Drafted professional correspondence on behalf of executives, fostering strong relationships with clients and partners alike.
- Assisted in event planning efforts, executing successful corporate functions that bolstered brand image and networking opportunities.
- Conducted research on industry trends, providing valuable insights to support strategic decision making.
Licensed Investment Representative
Fifth Third Securities
Dayton , OH
03.2010 - 03.2013
- Enhanced client satisfaction by providing personalized investment advice and strategies.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Increased assets under management through proactive relationship building and client outreach.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Kept client financial plans optimized for current market trends and economic conditions.
- Researched FINRA and SEC rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
- Developed tailored financial plans to help clients achieve their long-term financial goals.
- Conducted comprehensive portfolio reviews, ensuring suitable asset allocation and risk management.
Member Service Representative
Walt Disney World Company
Lake Buena Vista, FL
01.1999 - 02.2010
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Followed up with customers regularly via phone and email to obtain payments and schedule services.
- Researched and rapidly resolved client conflicts to maintain key accounts.
Education
Bachelor of Arts - Early Childhood Education
Western Governor's University
Columbus, OH01.2025
FINRA Series 7, 65, 6, 63 Licenses - Investments And Securities
FINRA
Dayton, OH2013
Skills
- Spreadsheet Management
- Report Preparation
- Information Verification
- Administrative Support
- Data collection and reporting
- Deadline-oriented
- Office Administration
- Microsoft Office proficiency
- Expense Reporting
- Data reporting
- Report Generation
- Records Management
- Data Security
- Calendar Management
- Letter Preparation
- Compensation and benefits
- Event Coordination
- Supervising staff
References
Brian D. Nelson
Assistant Vice President, Private Bank Division
Fifth Third Bank
Dayton, OH
(937) 554-2183
Brian was my mentor and colleague at Fifth Third Bank for the past 13 years, he can attest to my professionalism and work ethic.
Desiree Griffith
Contract Specialist
Wright Patterson Air Force Base
Dayton, OH
(937) 668-1823
Desiree was my colleague at Fifth Third Bank, she can attest to my motivation and team leadership.
Timeline
Teacher's Aide
Bethel Elementary School
10.2022 - Current
Executive Administrative Assistant
Fifth Third Securities
03.2013 - 03.2022
Licensed Investment Representative
Fifth Third Securities
03.2010 - 03.2013
Member Service Representative
Walt Disney World Company
01.1999 - 02.2010
Bachelor of Arts - Early Childhood Education
Western Governor's University
FINRA Series 7, 65, 6, 63 Licenses - Investments And Securities
FINRA