Denene Johnson
Griffin,GA
Summary
Organized and dedicated Administrative Assistant 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
14
14
years of professional experience
Work History
Administrative Assistant
B. Riley Advisory Services, LLC
03.2021 - 06.2024
- Coordinate meetings, including Teams or Zoom, conference calls, and other executive events; inform attendees/participants of function dates and times, reserve meeting space, arrange for audio visual and additional equipment/materials, and arrange meals
- Prepare correspondence, prepare expense reports, and assist with preparation and editing of presentation materials utilizing Microsoft Office applications
- Coordinates overall administrative activities for the branch office
- Orders office supplies as necessary
- Exercise judgement to know when to escalate issues to supervisor or manager.
Production Associate
EssilorLuxxotica
03.2023 - 09.2023
Customer Experience Specialist
Macy's
06.2022 - 03.2023
- Greeting customers, taking phone orders for specialty items, escorting customers through the store to suggest outfits, gifts, toys, etc
- Managerial level ability to offer discounts, alter pricing and pre-selling.
Investment Advisory Support
Advisor Group
10.2018 - 02.2021
- Receive inbound calls from Advisors and clients who have advisory service related issues
- Assist with navigation in advisory platforms: Wealth Management Platform, Managed Account Program, Pershing EBS Platform, etc
- Educate Advisors where to find online information
- Process incoming online requests from Advisors and resolve requests in a timely manner
- Log transactions into Salesforce CRM system for inbound calls
- Work independently to make decisions regarding resolution of issues
- Exercise judgement to know when to escalate issues to supervisor or manager
- Work corroboratively with other business units to assure satisfaction of the needs of the Advisor.
PWM Adminstrative Assistant
Suntrust Investment Services, INC
01.2011 - 12.2018
- Assists with administrative aspects of high net worth investments
- Processes money transfers and client authorizations
- Conducts in-depth research and complies information results for review in spreadsheet form
- Organizes and maintains files, correspondence, records, and other documents
- Orders supplies for client meetings
- Processes Advisor’s expenses in iExpense.
PWM Adminstrative Assistant
Suntrust Investment Services INC
01.2010 - 01.2011
- Assists with administrative aspects of high net worth investments
- Processes money transfers and client authorizations
- Provides assistance in the day-to-day administration of the unit, follows up on pending matters
- Organizes and maintains files, correspondence, records, and other documents
- Orders office supplies
- Prepares and processes unit purchase requisitions and vendor invoices
- Performs special assignments and project work as needed.
Skills
- Microsoft Office
- Streetscape/Wealthscape
- Pershing EBS
- FBSI
- Envestnet
- Ariba A/S 400
- CRM Software
- Medical Terminology
- Unit Secretary/Administrative Assistant Laboratory Services
- Order Packing/Kitting
- Forklift Certification 1-5 & 7
Timeline
Production Associate
EssilorLuxxotica
03.2023 - 09.2023
Customer Experience Specialist
Macy's
06.2022 - 03.2023
Administrative Assistant
B. Riley Advisory Services, LLC
03.2021 - 06.2024
Investment Advisory Support
Advisor Group
10.2018 - 02.2021
PWM Adminstrative Assistant
Suntrust Investment Services, INC
01.2011 - 12.2018
PWM Adminstrative Assistant
Suntrust Investment Services INC
01.2010 - 01.2011
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