Amy J. Barnard
Bellingham
Summary
Resourceful and experienced worker offering expertise. Team player with strong organizational skills. Handles multiple projects simultaneously with a high degree of accuracy.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
25
25
years of professional experience
Work History
Conejo Valley Unified School District
08.2024 - 06.2025
- Assists teacher(s) with implementation of students' IEP goals and objectives through instruction and a wide variety of prescribed activities; reinforce classroom instruction through follow-up learning activities; provides additional tutoring to students in academic subject areas as assigned.
Administrative Assistant
Adam Chandani & Associated, P.C.
02.2022 - 06.2024
- Working for CPA during tax season, gathering client information and organizing for CPAs. Answer phone, once CPA’s done with tax documentation. I would use a program called DocuSign to send to clients for signature. Check when the client’s taxes are complete and submitted to IRS. Organize file folders with client’s taxes and personal documents and send them off. Gather payments for work done.
Administrative Assistant
Kash Chandani & Company
02.2020 - 11.2021
- Working for 2 CPA’s during tax season, gathering client information and organizing for CPAs. Answer phone, once CPA’s done with tax documentation. I would use a program called DocuSign to send to clients for signature. Check when clients taxes were complete and submitted to IRS. Organize file folders with client’s taxes and personal documents and send them off. Gather payments for work done.
Administrative Assistant
Waddell & Reed
05.2018 - 06.2020
- Working for Asset management, support 4 executives’ input RMD’s, trades in propriety system. Create spreadsheets, use Smart Office program. Do client deposits using e-stub machinery, log in WRA logging system. Check daily paperwork for consistency and any corrections needed. Answer phones and direct to appropriate areas. The marketing of flyers, holiday cards and powerpoint presentations. Set up mailing for clients. Set up client events, arrange rooms, food, entertainment. Time management. Receive and distribute mail, upkeep filing system.
Executive Assistant
Estate Strategies/Pence Wealth Management
02.2008 - 06.2017
- Responsible for assisting an asset management firm by preparing client paperwork, including IRA, family trust, and various other types of financial accounts. Create life insurance applications, Order illustrations, order all medical records, set appointments for medical exams, submit paperwork to underwriters for consideration by several companies. Read medical records to assist with the underwriting for clients and order any additional records needed. Interfaced with attorney offices ordering clients paperwork including releases, wills, trust and other documentation needed for accounts. Prepare client lists; assist with seminars as scheduled at various times throughout the year, which include meeting rooms, and order various marketing materials. Maintain files for legal compliance within guidelines of the SEC. Assist with building maintenance, calling vendors, closing and opening of office building.
Administrative Assistant III
Countrywide Securities
06.2000 - 10.2006
- General administrative/clerical duties including but not limited to arranging meeting scheduling appointments and arranging travel. Magazine distribution, type and edit correspondence, filing, answer phones, back up executive assistants, ordering office supplies, update spread sheets, track employee’s time out sick and vacation. Company notary and fingerprinting for SEC.
Education
Certified Paralegal -
Merit College
Van Nuys, CA01.1994
B.S. - Criminal Justice Administration
University of Phoenix
Woodland Hills, CA01.2007
AA - Liberal Studies and Science
Pierce College
Woodland Hills, CA01.2002
Skills
- Personal Computer and compatibles, various other types of office machinery, including but not limited to different copiers, and printers, as well as Dictaphone
References
References Available Upon Request
Timeline
Conejo Valley Unified School District
08.2024 - 06.2025
Administrative Assistant
Adam Chandani & Associated, P.C.
02.2022 - 06.2024
Administrative Assistant
Kash Chandani & Company
02.2020 - 11.2021
Administrative Assistant
Waddell & Reed
05.2018 - 06.2020
Executive Assistant
Estate Strategies/Pence Wealth Management
02.2008 - 06.2017
Administrative Assistant III
Countrywide Securities
06.2000 - 10.2006
B.S. - Criminal Justice Administration
University of Phoenix
AA - Liberal Studies and Science
Pierce College
Certified Paralegal -
Merit College
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