Gabriea Wright
Columbia,SC
Summary
Organized professional bringing excellent communication skills and proactive nature, with proven history of performing with integrity and efficiency. Committed to optimizing administrative resources to meet business objectives and leveraging strengths to maximize team performance. Offering several years of experience in leadership and administrative support roles.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Administrative Coordinator
Stidom Financial Advisors
Columbia, SC
02.2014 - Current
- Analyze internal processes and recommend and implement procedural or policy changes
- Communicate with clients on a regular basis via phone, email, and online video programs
- Provide administrative support to registered representatives by processing new accounts, obtaining necessary documentation, and handling account transfers
- Provide administrative support to registered representatives in various tasks, including data entry, filing, and document management
- Provide administrative support to registered representatives, including calendar management, travel arrangements, and expense reporting
- Coordinate and schedule meetings, conferences, and events, ensuring all logistics are handled efficiently
- Prepare and edit correspondence, reports, and presentations using Microsoft Office Suite
- Maintain and update databases, records, and files, ensuring confidentiality and accuracy
- Manage office supplies, equipment, and inventory, optimizing cost savings and efficiency
- Collaborate with cross-functional teams to facilitate smooth operations and effective communication
- Assist in the onboarding process of new employees, including preparing documentation and coordinating training.
Administrative Assistant, BSR, Teller
SC Federal Credit Union
Columbia, SC
07.2003 - 02.2014
- Supported registered representative in various tasks, including data entry, filing, and analysis of various financial documents
- Provided administrative support to registered representatives by processing new account paperwork, obtained signatures and information from new and existing members, and processed account transfers
- Assisted in organizing company events and employee engagement activities
- Coordinate and schedule meetings, conferences, and events, ensuring all logistics are handled efficiently
- Prepared and edited correspondence, reports, and presentations using Microsoft Office Suite
- Maintained and updated databases, records, and files, ensuring confidentiality and accuracy
- Managed office supplies, equipment, and inventory, optimizing cost savings and efficiency
- Collaborated with cross-functional teams to facilitate smooth operations and effective communication
- Provided member service to existing and new members by educating them on products and services offered by the credit union
- Processed new accounts and loan applications
- Assisted members with signing up for online banking
- Researched account histories
- Made account and IRA deposits, withdrawals, and transfers
- Assisted tellers with various member transactions
- Assisted branch manager and head teller in branch audits
- Established and maintained relationships with individual or business members to provide assistance with problems these members may have encountered
- Analyzed applicants' financial status, credit history, and property evaluations to determine feasibility of granting loans
- Networked within communities to find or attract new business for the local branch
- Stayed abreast of new types of loans and other financial services and products to better meet members' needs
- Handled transactions for members including cashing checks, making deposits, withdrawals, loan payments, transfers, and opening and closing accounts.
Education
Bachelor of Science in Business Administration - Finance- Financial Planning Track
Winthrop University
12.2021
Associate in Arts -
Midlands Technical College
05.2018
Skills
- Office Administration
- Time Management
- Travel administration
- Presentation Preparation
- Correspondence Preparation
- Correspondence Management
- Filing
- Microsoft Excel
- Telephone Etiquette
- Office inventory management
- Calendars management
- Proficient in Microsoft Suite
- File Organization
- Schedule Management
- Budget monitoring
- Calendar Management
- Report Analysis
- Google Suite Proficiency
- Scheduling appointments
- Expense Tracking
- Bookkeeping
- Meeting Coordination
- Employee Development
- Project Support
- Document Management
- Documentation and Recordkeeping
- Data Entry
- Office Opening and Closing
- Attention to Detail
Proficiency
Advanced proficiency in Microsoft Office Products including Excel
Experience
- Python
- Tableau
Certification
Google Analytics Certified
Insurance License
- Life
- Health
- Variable annuities
Securities License
- 6
- 63
- SIE
Timeline
Administrative Coordinator
Stidom Financial Advisors
02.2014 - Current
Administrative Assistant, BSR, Teller
SC Federal Credit Union
07.2003 - 02.2014
Bachelor of Science in Business Administration - Finance- Financial Planning Track
Winthrop University
Associate in Arts -
Midlands Technical College
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