Committed, motivated and self-starting Senior Administrative Coordinator with 7 years' experience providing executive-level support to a group of VPs and Directors across the country. Able to take on multiple simultaneous tasks with excellent time management abilities and a resourceful approach.
Hi, I’m
Bethany Lisa Schellhorn
Gilbertville,IA
Summary
Overview
26
years of professional experience
Work History
Principal Financial GroupCedar Falls, Iowa
Senior Administrative Coordinator
07.2011 - Current
Job overview
- Perform daily clerical support to Regional Directors of Business Development (RDBD) & Specialists including file management, coordinating calendars and business cards.
- Processed expense reports for 6-8 RDBDs and Specialists.
- Coordinated domestic travel arrangements, including booking airfare, hotel and transportation.
- Planned and coordinated travel, logistics, attendees and materials for meetings and events in different states throughout the country.
- Assessed urgency and priorities and acted as a liaison between the RDBDs & Specialist and the field and/or Financial Professionals.
- Completed follow-up from meetings that RDBDs held.
- Delegated shipments of packages and materials through Print to Mail and Virtual Supply.
Principal Financial GroupCedar Falls, IA
Administrative Coordinator
07.2007 - 07.2011
Job overview
- Scheduled appointments by phone and email between Financial Professionals and Relationship Managers to assist in creating opportunities.
- Managed the Nashville and Carolinas sales territories for optimal scheduling of meetings and travel efficiency.
- Provided excellent customer service and communicated with our customers to grow and retain business.
- Processed meeting follow-up for Relationship Managers.
Principal Financial GroupCedar Falls, IA
Mutual Fund Specialist
07.2004 - 07.2007
Job overview
- Assisted in training new hires while meeting my duties as a Mutual Fund Specialist on the Princor team.
- Adapted and thrived in a very fast paced and time sensitive environment.
- Collected need data from our customers to assist with processing their requests.
- Processed client requests that included building accounts, process payouts, assisting with fund allocations, and wiring funds.
Principal Financial GroupCedar Falls, IA
Client Transaction Technician
09.1998 - 07.2004
Job overview
- Process various participant/contract level financial and non-financial transactions.
- Involved in new hire training for my division.
- Assisted in developing new work flows for my division.
Education
Upper Iowa UniversityWaterloo, Iowa
Bachelor of Arts from Elementary Education
2004
University Overview
Hawkeye Community CollegeWaterloo, IA
Associate of Arts from General Education
1999
University Overview
Skills
- Proficient in Microsoft Office
- Excellent planner and coordinator
- Travel administration
- Conference planning
- Experienced with PeopleSoft Travel and Expense System
- Responsible for running various reports
- Organizational skills
- Accurate and detailed
- Problem solving skills
- Critical thinking
- Time management
- Flexible
- Multi-Task management
- Excellent communication
Timeline
Senior Administrative Coordinator
Principal Financial Group
07.2011 - Current
Administrative Coordinator
Principal Financial Group
07.2007 - 07.2011
Mutual Fund Specialist
Principal Financial Group
07.2004 - 07.2007
Client Transaction Technician
Principal Financial Group
09.1998 - 07.2004
Upper Iowa University
Bachelor of Arts from Elementary Education
Hawkeye Community College
Associate of Arts from General Education
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