Diane Ohm
Horsham,PA
Summary
Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management.
Overview
40
40
years of professional experience
Work History
Investment Administrator
Pitcairn Trust Company
Jenkintown, PA
06.2022 - 12.2023
- Managed & coordinated team calendars and schedules, including scheduling weekly team meetings, quarterly investment meetings and manager calls.
- Assisted as directed with the subscription/redemption process for hedge funds and private capital investments.
- Gathered, organized and uploaded to the CRM system all research materials, including manager decks, quarterly commentary materials, notes, RFIs, and analysis.
- Managed travel arrangements and related expenses for CIO, as needed.
- Processed all invoices for payment, gathering necessary approvals and working with Accounts Payable to ensure timely payment.
Client Services Administrator
Pitcairn Trust Company
Jenkintown, PA
01.2006 - 06.2022
- Identified needs of customers promptly and efficiently.
- Approached clients and engaged in conversation through use of effective interpersonal and people skills.
- Answered phone calls, emails, live chats and other forms of communication from clients in a timely manner.
- Provided technical support to clients regarding software and hardware issues.
- Understood and followed oral and written directions.
- Liaised between clients and Relationship Managers to meet the client's needs.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Updated Siebel and new CRM system with order specifics and customer details, preferences and billing information.
- Trained new staff members on customer service best practices.
Administrative Assistant
PepsiCo
Pittsburgh, PA
11.1983 - 08.2005
- Monitored progress on projects assigned by upper management.
- Handled confidential documents in an organized fashion according to established protocol.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Created travel arrangements for senior managers according to their requirements, and completed expense reports for travel reimbursement.
- Prepared and prioritized calendars and correspondence.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Education
Associates Certificate-Accounting - Accounting
Monroeville School of Business
Pittsburgh, PA06-1983
Skills
- Proficient in Microsoft Outlook, Word, and Excel
- Experienced in Siebel and Backstop CRM programs
References
References available upon request.
Timeline
Investment Administrator
Pitcairn Trust Company
06.2022 - 12.2023
Client Services Administrator
Pitcairn Trust Company
01.2006 - 06.2022
Administrative Assistant
PepsiCo
11.1983 - 08.2005
Associates Certificate-Accounting - Accounting
Monroeville School of Business
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