Exceptional administrative assistant with skills in communication, organization, and account management. Extensive experience in education, community service, fundraising, outreach, event planning and as a legal assistant. Punctual and enterprising professional with commitment to help team achieve company goals,
Overview
24
24
years of professional experience
Work History
Account Associate
Omicron Granite & Tile
01.2018 - 01.2020
Distributed samples of Caesarstone to kitchen show rooms and architectural firms for display throughout the Detroit, Ann Arbor area.
Developed strong relationships with clients through consistent communication and proactive problem solving.
Managed multiple accounts and maintained a high level of organization by utilizing the corporate database.
Streamlined account management processes for improved efficiency and accuracy.
Maintained up-to-date knowledge on industry trends and best practices.
Delivered informative product demonstrations at architectural firms showcasing new products that addressed specific client pain points effectively.
Client Service Manager
Telemus Capital
01.2012 - 01.2018
Directed clients’ financial accounts per request performing wealth analysts by journaling funds between accounts.
Confirmed trades for clients that equities and mutual bonds were bought and sold daily for the accurate promised amount.
Notified traders when differences were founded.
Assisted in organizing and overseeing assignments to drive operational excellence.
Verified checks sent out from our office were entered correctly into the right accounts.
Scanned and saved clients’ investment statements to the company folder as well as clients’ files.
Sent clients’ monthly statements to accountants for tax purposes.
Answered multi-line phone system with IM phone function.
Enhanced client satisfaction by addressing concerns and providing timely solutions.
Collaborated with cross-functional teams for better service delivery and client experience.
Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
Substitute Teacher
Birmingham & Bloomfield Hills Schools
01.2010 - 01.2012
Organized and cleaned teaching areas after daily use to maintain high standards for returning teachers or other substitutes.
Followed lesson plans designed by absent teachers.
Enforced school and class rules to maintain order in classroom.
Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Administrative Assistant to Cantor
Congregation Shaarey Zedek
01.2006 - 01.2009
Responsible for all contact and scheduling of any activities pertaining to B’nai Mitzvah between families, students, tutors and clergy in a 1,800 member congregation.
Organized activities, created publications, invitations and flyers, hired musicians, arranged travel and accommodations for fundraisers and events.
Solicited vendors for advertisements in annual advertisement book.
Supported executive staff through scheduling meetings and preparing crucial documents.
Entered data for yearly memorial book and edited tributes pertaining to the congregation's newsletter.
Account Associate
Development Corporation of Israel
01.2000 - 01.2006
Managed administrative operations including phone systems, updated computer information and bulk mailing.
Prepared financial reports, balance sheets, invoices for accounts payable and receivables.
Processed and recorded purchases of new bonds and securities transferred existing bonds.
Generated comprehensive list of inactive and prospective accounts.
Planned and organized fundraising events.
Compiled inclusive lists to arrange seating, payment, and billing of couverts.
Legal Receptionist
Swistak & Levine, P.C.
01.1997 - 01.1999
Answered and directed multi-line phone system and performed operational tasks at a corporate law firm for over sixteen lawyers.
Demonstrated professionalism in handling confidential information, ensuring privacy for clients and the firm.
Ensured prompt delivery of legal documents to clients via mail or courier service, promoting effective communication within deadlines.
Worked with litigation management software systems.
Developed and maintained positive relationships with clients and colleagues.
Collaborated and organized data for judgments, defaults and evictions for manufactured home communities and apartment rentals.
Substitute Teacher
Bloomfield Hills & West Bloomfield Schools
01.1996 - 01.1998
Provided one-on-one support for students with learning disabilities, enabling them to excel in their coursework.
Enhanced classroom management by implementing positive reinforcement strategies and maintaining clear expectations for behavior.
Developed and implemented learning tools to overcome specific obstacles (e.g., problem solving, decision-making and conflict resolution) using proven methods and mediation techniques.
Assumed responsibilities of absent teachers, created lesson plans, graded assignments, proctored exams and maintained control of students.
Education
Bachelor of Arts - Microsoft Office Suite
David Hermelin ORT Center
West Bloomfield, MI
Bachelor of Arts -
Washington University
Saint Louis, MO
Skills
Transaction Management
Data Entry
Statement Review
Correspondence Management
Recordkeeping Proficiency
Collections Knowledge
Organizational Skills
Customer Service
Bank Statement Reconciliation
Conflict Resolution
Decision Making
Project Management
Timeline
Account Associate
Omicron Granite & Tile
01.2018 - 01.2020
Client Service Manager
Telemus Capital
01.2012 - 01.2018
Substitute Teacher
Birmingham & Bloomfield Hills Schools
01.2010 - 01.2012
Administrative Assistant to Cantor
Congregation Shaarey Zedek
01.2006 - 01.2009
Account Associate
Development Corporation of Israel
01.2000 - 01.2006
Legal Receptionist
Swistak & Levine, P.C.
01.1997 - 01.1999
Substitute Teacher
Bloomfield Hills & West Bloomfield Schools
01.1996 - 01.1998
Bachelor of Arts - Microsoft Office Suite
David Hermelin ORT Center
Bachelor of Arts -
Washington University
Community Service
Jewish Welfare Federation Women’s Division - Board Member
Community Outreach and Education Program - Financial Fundraiser