Ellen Bernardi
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated administrative professional adept at providing administrative support for various projects, programs and initiatives.
Overview
35
35
years of professional experience
Work History
Administrative Assistant
Hub Retirement And Wealth Management
01.2018 - 08.2023
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Responded to inquiries from callers seeking information.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Created and updated records and files to maintain document compliance.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Sorted, and routed mail and deliveries to meet business requirements.
- Proficient with all Investment Financial Recordkeepers.
Administrative Assistant
Summit Financial Corporation (Acquired By Hub 2018)
01.2000 - 01.2018
- Executed record filing system to improve document organization and management.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Created and maintained databases to track and record customer data.
- Managed filing system, entered data and completed other clerical tasks.
- Assisted coworkers and staff members with special tasks on daily basis.
- Proficient with all Investment Financial Recordkeepers.
Administrative Assistant
AFC Pensions
01.1989 - 01.2000
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Managed filing system, entered data and completed other clerical tasks.
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Experience with Credit and Collections, Accounts Payable and Accounts Receivable Departments
Education
Associate of Arts - Business Administration
Mount Ida College
Newton Center, MA05.1981
Skills
- Data Management
- Business Correspondence
- Administrative Support
- Filing
- Office Management
- Phone Reception
- Excel Spreadsheets
- Proficient with Microsoft Word
- Manage and Coordinate Large Mailing Projects
- Overnight Deliveries
- Detail-Oriented
Timeline
Administrative Assistant
Hub Retirement And Wealth Management
01.2018 - 08.2023
Administrative Assistant
Summit Financial Corporation (Acquired By Hub 2018)
01.2000 - 01.2018
Administrative Assistant
AFC Pensions
01.1989 - 01.2000
Associate of Arts - Business Administration
Mount Ida College
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