Andrene Burke
Huntersville
Summary
Dynamic and highly motivated Team Assistant with over 20 years of experience in the Financial Services industry, including 7 years in Wealth Management and 13 years in Institutional Client Services. Recognized as a strategic communicator dedicated to delivering exceptional client experiences for both internal and external stakeholders. Success is driven by a strong commitment to continuous improvement, leveraging Lean Process Improvement principles to enhance operational efficiency and service quality. Proven ability to adapt to evolving business needs while maintaining a focus on collaboration and results-driven outcomes.
Overview
1
1
Certificate
15
15
years of professional experience
Work History
Sr. Administrative Assistant – Retirement Solutions
TIAA
Charlotte, NC
01.2018 - 2025
- Assistant to the Senior Managing Director for the Business Excellence & Enablement Team.
- Manage various aspects of business activities and functions for management including operational, organizational duties, and office-wide coordination efforts.
- Collaborate with applicable internal partners to develop solutions to complex issues; identify trends and contribute to process improvement efforts.
- Liaison between management and internal departments, by effectively interacting and responding to employees, leaders, and upper management.
- Calendar and time management for Managing Director and management team.
- Organize and facilitate meetings, conferences, and other specials events both on and off-site. Ensuring that required materials are available, equipment set up of communication links for meetings via teleconference, videoconference, and web conferences.
- Coordinate travel schedule and prepare travel expense reports via Concur.
- Facilitate payment processing of invoices from vendors and business partners.
- Update team on changes in organizational policy and procedure, and ensure that all required compliance courses are completed.
- Create distribution lists for our teams and maintain/update organizational charts.
- Coordinated executive schedules, ensuring optimal meeting arrangements and travel logistics.
- Managed office operations, streamlining administrative processes to enhance efficiency and productivity.
Sr. Administrative Assistant - Financial Solutions Team
TIAA
Charlotte, NC
01.2016 - 01.2018
- Provide administrative support for the National Field Support team and the Field Consulting Group
- Develop and maintain proficient knowledge of TIAA, products, and services. Understand the overall Financial Services industry and related regulatory issues.
- Liaison for our institutional business partners and the field consultants.
- Coordinate on/off campus Financial Education Seminars, workshops, and benefits fairs for our institutional clients.
- Collaborate with the Branch Office Manager to review/update all outgoing marketing material and business correspondence. This includes business cards, letterheads and fax cover sheets, to mitigate any errors and meet compliance requirements.
- Processing of incoming checks and forms according to the prescribed compliance process.
- Develop the communication plan to disseminate information regarding status of marketing material for multiple departments.
- Served as the primary point of contact for clients’ visits to the Charlotte Regional Office.
Client Services Support - Individual Advisory Services
TIAA
Charlotte, NC
01.2009 - 01.2016
- Manage the administrative needs for the Individual Advisory Team.
- Monitor the Outlook calendar for Financial Advisors, and schedule in-office and external client meetings, and conference calls.
- Create outgoing correspondence and log activities/opportunities in Siebel Management system.
- Prepare client advice packages (ADV) according to the productivity standards set forth by the department
- Process clients forms and checks in accordance with the standard regulatory guidelines.
- Coordinate resources and manage the planning of internal and external client events.
Client Services Support – Participant Relations Group
TIAA
Charlotte, NC
01.2003 - 01.2008
- Manage workflow of highly sensitive service complaints received by the office of the CEO, the Board of Trustee and the Executive Management Team.
- Track all corporate written complaints that are forwarded to the Participant Relations Unit.
- Compile and report all written complaints to FINRA on a quarterly basis.
- Ensure client inquiries are resolved and communicated within defined service levels. Ensure all communications are within regulatory guidelines and are accurate, clear, and concise.
- Collaborate with the compliance department to ensure corporate complaint procedures are in line with Regulatory requirements.
- Manage the retention of all records related to corporate complaints up to the required time.
- Supervise and update compliance requirements for Registered Principals and Licensed Insurance Agents for the team.
- Facilitate employee on/ off boarding, attendance tracking, employee moves / changes, meeting planning.
- Travel arrangements and expense reporting.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Education
Associate degree -
Monroe College
New Rochelle, NYBachelor of Science - Finance & Business Administration
University of Phoenix
Charlotte, NCSkills
- Proficient in Microsoft office
- Executive support experience
- Project coordination expertise
- Expert time management
- Extensive knowledge of regulatory policies and procedures related to the Financial Services Industry
- Relationship Management and Customer Care expert
- Adapts quickly to a fast-evolving environment
- Highly organized, proactive, and able to plan, prioritize and manage deliverables
- Superior written and verbal communication skills; able to target messaging to different audiences
- Strong business writing proficiency
- Ability to work independently or on a team
- Certified Mentor for TIAA Administrative Council
Certification
- Notary Public – North Carolina
- White Belt Certification for DRIVE
- Green Belt Certified via online classes
Timeline
Sr. Administrative Assistant – Retirement Solutions
TIAA
01.2018 - 2025
Sr. Administrative Assistant - Financial Solutions Team
TIAA
01.2016 - 01.2018
Client Services Support - Individual Advisory Services
TIAA
01.2009 - 01.2016
Client Services Support – Participant Relations Group
TIAA
01.2003 - 01.2008
Associate degree -
Monroe College
Bachelor of Science - Finance & Business Administration
University of Phoenix