Debra Berne
Glenwood,MD
Summary
Organized and dedicated administrative professional with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
25
25
years of professional experience
Work History
Wealth Management Associate
Stapf Financial Services
Sykesville, MD
10.2014 - Current
- Collaborated with team members to develop tailored investment strategies, resulting in increased client retention rates.
- Streamlined operational processes, significantly reducing turnaround time for client requests and transactions.
- Assisted in the development of marketing materials, increasing brand awareness and attracting new clientele.
- Maintained compliance with industry regulations by staying current on updates and implementing necessary changes to policies and procedures.
- Provided exceptional customer service for over 100 clients, consistently exceeding expectations and receiving positive feedback from clients.
- Facilitated successful client meetings by preparing detailed reports and presenting complex information in an easily comprehensible manner.
- Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
- Evaluated portfolio performance regularly against benchmarks, adjusting strategies accordingly to ensure long-term success.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
Receptionist
Superior Communications
Rockville, MD
03.2014 - 08.2015
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Assisted in the planning of office events and meetings, ensuring smooth execution and positive outcomes.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
Office Assistant
Priscilla Worth
New Windsor, MD
02.2013 - 03.2014
- Expedited document processing with accurate data entry and timely filing.
- Supported executive staff with well-prepared reports, presentations, and meeting materials.
- Strengthened office organization by implementing new filing systems and digital record-keeping practices.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
Office Manager / Procedural Specialist
Linda L. Stapf CPA, PA
Sykesville, MD
10.1999 - 12.2008
- Managed all aspects of customer relationships, including planning and implementing marketing campaigns and organizing client appreciation events
- Created new operational procedures manuals to enhance efficiency and manage company work flow, both in-house and for client use
- Managed payroll, weekly billing, accounts receivable and all bookkeeping tasks for primary company and 2 subsidiary companies.
Education
Bachelor's Degree - Business Administration
Villa Julie College
Baltimore, MD05.2004
Associate Degree - Interdisciplinary Studies
Howard Community College
Columbia, MD05.2002
Skills
- CRM Software
- Microsoft Office
- Workflow Optimization
- Spreadsheet Management
- Data Entry
- Letter Preparation
Work Schedule
Full/Part Time
Availability
Immediate
Timeline
Wealth Management Associate
Stapf Financial Services
10.2014 - Current
Receptionist
Superior Communications
03.2014 - 08.2015
Office Assistant
Priscilla Worth
02.2013 - 03.2014
Office Manager / Procedural Specialist
Linda L. Stapf CPA, PA
10.1999 - 12.2008
Bachelor's Degree - Business Administration
Villa Julie College
Associate Degree - Interdisciplinary Studies
Howard Community College