Annie Roybal
Bernalillo,NM
Summary
Dedicated administrative professional adept at providing administrative and logistical support for various projects, programs and initiatives.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Office Support Professional
Cintas
03.2023 - 07.2024
- Directed teams in installation, testing, start-up and system commissioning tasks.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Office Coordinator
Keurig Dr Pepper
04.2022 - 02.2023
- Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements.
- Organized team workload and prioritized tasks to streamline office functions in deadline-driven environment.
- Updated reports, managed accounts, and generated reports for company database.
Executive Manager Assistant
Merrill Lynch
05.2021 - 12.2021
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
Client Service Representative
CAPIS
09.2018 - 11.2019
- Performed various functions including balancing accounts, processing vendor invoices and payments, and keeping accounting system updated.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Studied financial documents to identify potential areas needing improvement.
Supervisory Administrative Assistant
Merrill Lynch
09.2013 - 09.2018
- Maintained company manuals, resources, client data, training records and other items.
- Assisted managers and crew members with purchasing and corporate expense processing.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Negotiated contracts with venues, vendors and suppliers to obtain best rates and services.
Senior Operations Specialist
Merrill Lynch
06.2011 - 06.2011
- Conducted post-trade processing and resolved trade settlement issues.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Completed forms, reports, logs, and records to quickly handle all documentation for the supervisory team.
- Assisted coworkers and staff members with special tasks on daily basis.
Client Associate
UBS Financial Services
06.2009 - 06.2011
- Assisted clients with preparing financial plans, conducting investment research, and completing transactions to assess and meet financial goals.
- Managed customer relations on ongoing basis to maximize customer retention.
- Built partnerships with diverse internal teams and sales, finance, and operations departments to streamline processes.
Education
High School Diploma -
Capital High School
Santa FeSkills
- Self-Motivated
- Attention to Detail
- Problem Solving
- Project Coordination
- Microsoft Office Software Proficiency
- Salesforce Software Proficiency
- Concur (Expense Reconciliation) Software Proficiency
- Workday (HR Management) Software Proficiency
- SAP Software Proficiency
Certification
Security Industry Essentials License (SIE - Series 7), 05/01/19
Timeline
Office Support Professional
Cintas
03.2023 - 07.2024
Office Coordinator
Keurig Dr Pepper
04.2022 - 02.2023
Executive Manager Assistant
Merrill Lynch
05.2021 - 12.2021
Client Service Representative
CAPIS
09.2018 - 11.2019
Supervisory Administrative Assistant
Merrill Lynch
09.2013 - 09.2018
Senior Operations Specialist
Merrill Lynch
06.2011 - 06.2011
Client Associate
UBS Financial Services
06.2009 - 06.2011
High School Diploma -
Capital High School