Summary
Overview
Work History
Education
Skills
Career Note
Timeline

ANDRÉA STONE

Houston,Texas

Summary

Results-oriented team player with expertise in supporting high-level management to achieve corporate objectives. Skilled in executing multiple projects and advancing key initiatives while enhancing efficiency within fast-paced, challenging environments. Demonstrates impeccable organizational management and communication skills, coupled with a proven history of delivering superior customer service. Backed by nearly 7 years of experience, a bachelor\'s degree in psychology, and a solid background working with non-profit organizations.

Overview

12
12
years of professional experience

Work History

Financial Advising Assistant

AMERIPRISE FINANCIAL
01.2011 - 01.2014
  • A Financial Advising Assistant for a major Financial Advising Firm
  • Assisted in all administrative support
  • Oversaw communication with clients daily
  • Entered in all new client data information as well as updated established clients
  • Coordinated travel arraignment as well as attended many out of town client
  • House visits, to assist in financial assistant and advice to clients, with extensive customer service skills

Marketing/Administrative Assistant

ST. JUDE'S CHILDREN'S RESEARCH HOSPITAL
01.2005 - 01.2006
  • Oversaw communications
  • Monitored email messages
  • Handled busy phone lines
  • Coordinated travel arrangements
  • Managed client files
  • Updated information of sponsors
  • Helped promote active fundraising events

Customer Service Representative

INTERMODAL CARTAGE INC.
01.2003 - 01.2004
  • Developed top-notch customer service and ensured client satisfaction and retention
  • Accurately submitted daily freight moves into the company database
  • Guided intricate transportation plans to ensure freight moved from one location to another

Assistant to the Director of Education

THE CHILDREN'S MUSEUM OF HOUSTON
01.2002 - 01.2003
  • Fully supported Director of Education and overall initiatives of museum's education department with unwavering support
  • Recorded detailed minutes in weekly meetings and circulated accordingly
  • Meticulously organized corporate meetings and conferences, and executed special projects as assigned
  • Collaborated with the company accountant to track department spending
  • Assisted with various exhibits, and purchased props for educational programs
  • Successfully coordinated large-scale fundraising events
  • Teamed up with staff to create 'Wonder Weekend' theme and install 10-15 new and innovative exhibits for visitors on a weekly basis, to reflect programming changes

Receptionist

THE CHILDREN'S MUSEUM OF HOUSTON
01.2002 - 12.2002
  • Served as gatekeeper for museum staff in directing calls and forwarding correspondence
  • Interfaced with all tiers of management and employees to encourage smooth day-to-day operations
  • Acted as a liaison between Human Resources and personnel in communicating various requests
  • Entered employee applications into the database
  • Compiled detailed paperwork and arranged drug testing for potential candidates
  • Prepared presentations and documents as requested
  • Oversaw supply inventory, and assist with programs and exhibits
  • Produced complex monthly calendar of events on behalf of organization, and distributed internally
  • Interviewed and recruited student interns who represented 'best fit' for the museum
  • Recognized for stellar performance with promotion to Assistant to the Director, inside of 1 year

Education

Bachelor of Arts - Psychology, Sociology

University of Texas, Austin, Texas

Skills

  • Office Administration
  • Document Management
  • Project Coordination
  • Effective Communication
  • Sensitive Document Management
  • Requirements Analysis
  • Client Engagement
  • Travel Planning
  • Database Management
  • Strategic Organizational Development
  • Financial Budgeting
  • Client Relations
  • Schedule Coordination
  • Event Coordination
  • Process Optimization
  • Corporate Governance
  • Accurate Recordkeeping

Career Note

Temporarily paused career to raise family.

Timeline

Financial Advising Assistant - AMERIPRISE FINANCIAL
01.2011 - 01.2014
Marketing/Administrative Assistant - ST. JUDE'S CHILDREN'S RESEARCH HOSPITAL
01.2005 - 01.2006
Customer Service Representative - INTERMODAL CARTAGE INC.
01.2003 - 01.2004
Assistant to the Director of Education - THE CHILDREN'S MUSEUM OF HOUSTON
01.2002 - 01.2003
Receptionist - THE CHILDREN'S MUSEUM OF HOUSTON
01.2002 - 12.2002
University of Texas - Bachelor of Arts, Psychology, Sociology
ANDRÉA STONE