Summary
Overview
Work History
Education
Skills
Timeline
Generic

CRYSTAL MONTOYA

Guyton,GA

Summary

Professional administrative expert prepared for Office Coordinator roles with history of enhancing office productivity and supporting team success. Adept at managing schedules, coordinating meetings, and handling communications. Reliable team player who adapts to changing needs and focuses on achieving organizational objectives with strong organizational and interpersonal skills.

Overview

20
20
years of professional experience

Work History

Office Coordinator

Sound View Wealth Advisors
03.2018 - Current
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff utilizing Wealth Box.
  • Provided administrative support to staff members, assisting with daily tasks as needed to promote productivity across the organization.
  • Tracked records, filed documents, and maintained communication logs.
  • Entered data in Orion for over 900 households and maintained records for compliance audits and billing.
  • Accurately processed quarterly billing for the firm.
  • Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
  • Oversaw maintenance requests for office equipment, ensuring prompt repairs or replacements as needed to prevent downtime.
  • Reconciled account files and produced weekly, monthly, and quarterly reports.
  • Efficiently supervised filing, sorting and handling incoming and outgoing mail.
  • Improved client satisfaction by promptly responding to inquiries and resolving issues in a professional manner.
  • Implemented inventory control measures for office supplies, reducing waste while maintaining adequate stock levels.
  • Managed scheduling for multiple employees and offices, ensuring optimal coverage during peak business hours.
  • Organized spaces, materials and catering support for internal and client-focused meetings.

Resident Director Assistant | Client Associate

Merrill Lynch
02.2016 - 03.2018
  • Increased client retention through personalized interactions and effective communication.
  • Handled sensitive information discreetly, adhering to strict confidentiality standards.
  • Coordinated regular meetings between clients and advisors for strategic discussions.
  • Maintained detailed records of transactions to comply with regulatory requirements.
  • Oversaw maintenance requests for office equipment, ensuring prompt repairs or replacements as needed to prevent downtime.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff utilizing Sales Force and Outlook.
  • Tracked records, filed documents, and maintained communication between clients to manage office activities.

Lead Teller

Wells Fargo
05.2013 - 02.2016
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
  • Mentored junior tellers, fostering professional growth and improved performance within the team.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided exceptional customer service.
  • Introduced customers to other bank team members to help meet financial needs.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
  • Boosted branch sales with proactive product recommendations based on customer needs.
  • Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.

Dispatcher

J&E Contract Services
09.2010 - 11.2012
  • Issue military vehicles to perform essential duties up to 250 miles from Ft. Hood.
  • Issue credit cards for fuel and ensure proper forms are completed by users.
  • Maintained all forms and credit cards for each vehicle.
  • Ensured all users were properly licensed for use of vehicle.
  • Receive and documented requests for vehicles and equipment.
  • Utilized telephone or radio communications equipment to transmit requests to crews or other personnel.
  • Updated any changes to the schedule as well as users or drivers.
  • Communicated rules and procedures to drivers to ensure proper use of vehicles.
  • Reduced errors in dispatch logs by implementing a thorough double-check system for all entries.
  • Facilitated smooth transitions between shifts by properly documenting unresolved calls and ongoing incidents.

Office Manager

Ward North American
11.2005 - 06.2012
  • Trained and orientated procedures to new employees so that they were well-versed about the office policies, procedures and equipment,
  • Accurately maintained filing system and ensured that all systems were up to date,
  • Calculated rates for services rendered by customers.
  • Answered multiple phone lines,
  • Entered all client communication and data into Sales Force.
  • Preformed bank deposits on a weekly basis, accurately processed all client payments and maintained petty cash.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Managed scheduling and coordination of all Sales Associates to ensure smooth operations and minimal conflicts.

Education

Business Management

University of Maryland
Vilseck, Germany

Skills

  • Data management tools
  • Office Management
  • Web navigation skills
  • Scanning devices and printers
  • Computer operation
  • Excel and document processing
  • Cash handling systems
  • Client relations expertise
  • Punctuality and organization
  • Email applications

Timeline

Office Coordinator

Sound View Wealth Advisors
03.2018 - Current

Resident Director Assistant | Client Associate

Merrill Lynch
02.2016 - 03.2018

Lead Teller

Wells Fargo
05.2013 - 02.2016

Dispatcher

J&E Contract Services
09.2010 - 11.2012

Office Manager

Ward North American
11.2005 - 06.2012

Business Management

University of Maryland

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