Dolores Moss
Delray Beach,FL
Summary
Motivated team member who possesses strong communication, problem-solving, and multitasking skills. I work well with all levels of personnel, clients and management. I enjoy building strong relationships with clients and co-workers, and take pride in my work ethic and accountability.
Overview
30
30
years of professional experience
Work History
Client Service Associate
SlateStone Wealth, LLC
09.2017 - Current
- Prepare and process new account paperwork; move money requests, problem resolution, account maintenance and follow up for 5 Senior Advisors
- SlateStone's AUM 2 Billion
- Liaise with advisors, high-end clientele and Custodians
- Assist in the retention of high-value clients through proactive communication and exceptional service delivery.
- Ensure timely processing of transactions
- Copywriting and editing, event coordinating and B2C marketing support
- In-house notary public
Regional Administrator
EXIT Realty Florida
05.2015 - 04.2017
- Prepared new franchise contracts and supporting documents
- Liaised with Regional office, franchisees, and real estate agents
- Assisted in coordinating regional training and awards events
- Copywriting, proofing, editing, design marketing materials, bios, blogs, training scripts, corporate emails/correspondence, and campaigns
- Generated monthly calendar, motivational messages, newsletter content and general office duties
Legal Assistant
Johnson & Freedman LLC
07.2013 - 04.2015
- Drafted Trial Exhibits, pleadings, and support documents for Litigation Foreclosure Attorneys
- Pre-trial research, organize and maintain trial folders
- Online Client Management – CMS/CRM
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- General Administrative duties
Broker Liaison/Public Relations
Coral Shores Realty
04.2009 - 07.2013
- Administrative support for Broker
- Public Relations, marketing & networking
- Coordinated social events to increase agent recruiting and retention
- Copywriting for company marketing materials, press releases and instructional videos
- Collaborated with technical & social media departments to implement innovative marketing ideas
Executive Assistant
Strategic Capital Resources
10.2005 - 05.2009
- Assistant to CFO/Owner
- Prepared new-hire paperwork and personnel records management
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Tracked yearly and quarterly corporate real estate taxes
- Generated reports for land purchase tracking as needed
- General office administrative functions and receptionist back up
Executive Assistant
Florida Fuels Inc.
07.1994 - 05.2004
- Personal Assistant to CEO
- Drafted letters and documents, planed and scheduled meetings and travel
- Managed all office functions & ADP reconciliation
- Planed and executed annual corporate events
- Generated financial and fuel consumption monthly reports
Education
Bachelor of Science - Professional Studies
Barry University - Cum Laude
Miami, FL03.1998
Realtor - Real Estate
Gold Coast School of Real Estate
Broward County03.2000
Skills
- Extensive Executive & Administrative experience
- Strong working knowledge of Schwab & Fidelity Platforms
- Proficient in MS Suite/DocuSign/Salesforce
- Conversational Spanish and Portuguese
- Notary Public
- Exceptional verbal and communication skills
- Copywriting, editing and proofreading skills
Languages
Portuguese
Limited Working
Spanish
Limited Working
English
Native or Bilingual
Timeline
Client Service Associate
SlateStone Wealth, LLC
09.2017 - Current
Regional Administrator
EXIT Realty Florida
05.2015 - 04.2017
Legal Assistant
Johnson & Freedman LLC
07.2013 - 04.2015
Broker Liaison/Public Relations
Coral Shores Realty
04.2009 - 07.2013
Executive Assistant
Strategic Capital Resources
10.2005 - 05.2009
Executive Assistant
Florida Fuels Inc.
07.1994 - 05.2004
Bachelor of Science - Professional Studies
Barry University - Cum Laude
Realtor - Real Estate
Gold Coast School of Real Estate