Friendly School Secretary offering proven success delivering administrative support to school leaders. Reputation for positive attitude, determined work ethic and sound judgment. Adaptable to anticipate issues and proactively solve problems.
Overview
23
23
years of professional experience
Work History
Client Service Associate
UBS Financial Services
Springfield, MA
09.2022 - 12.2024
Provided superior customer service by responding promptly to client inquiries and requests.
Greeted incoming customers to provide immediate, friendly and knowledgeable support.
Managed and updated physical and digital client account information to keep records accurate and current.
Maintained accurate records of all client transactions and communications.
Secretary
Glenbrook Middle School
Longmeadow, MA
07.2021 - 07.2022
Greeted visitors and answered phone calls, providing information to parents and staff members.
Sorted and distributed incoming faxes, letters and emails for office distribution.
Maintained accurate records of student attendance data on a daily basis, entering it in PowerSchool.
Provided administrative support to the principal, teachers, and other school personnel.
Maintained inventory of office supplies and placed orders when necessary.
Submitted purchase expenses in MUNIS, and worked with other district offices in the Longmeadow School Department reconciling accounts.
Welcomed substitutes and assigned classrooms based on teacher absences and requests.
Client Associate
TD Ameritrade
East Longmeadow , MA
06.2018 - 01.2021
Greeted clients to office
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Managed inventory and supplies to ensure materials were available when needed.
Completed day-to-day duties accurately and efficiently.
Collaborated with other departments to ensure client satisfaction.
Market Analyst
Boston Stock Exchange
Boston, MA
11.2001 - 07.2004
Review trading activity by all traders on the exchange.
Analyze all insider trading alerts and develop actionable cases with potential violators with other market centers
Train summer interns on systems and daily reports
Education
MBA - Finance
Bentley University
Waltham, MA
Bachelor of Arts - Psychology
Springfield College
Springfield, MA
Skills
Time management
Handling confidential information with discretion
Communication skills
Task prioritization
Experience with MUNIS, Powerschool and Google Software
Ability to work independently
Employee timesheet processing
Affiliations
LEEF Longmeadow Education Excellence Program Gala Coordinator, Coached youth field hockey, lacrosse and soccer, Center School PTO - Treasure and VP
Customer Service Representative /SME Relationship Manager at UBS Financial ServicesCustomer Service Representative /SME Relationship Manager at UBS Financial Services