Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
References
Timeline
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Holly Malkowski

Pewaukee,WI

Summary

Efficiency-driven Senior Office Coordinator with diligent approach to handling financial, employee and office records. Respectful and well-spoken with team members, managers and customers. Smoothly coordinate teams and supplies to accomplish daily office goals.

Overview

16
16
years of professional experience

Work History

Office Coordinator

OneAmerica Retirement Services
Wauwatosa, WI
10.2016 - 10.2023
  • Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; evaluating new office products; placing and expediting orders for supplies.
  • Followed up with customer inquiries via phone or email promptly.
  • Greeted visitors and directed them to the appropriate area or person.
  • Created and maintained filing systems, both paper and electronic.
  • Documented daily office activities in report logs for senior management review, smoothly implementing suggested operational changes to eliminate process gaps.
  • Responsible for ordering business cards for staff members when needed.
  • Booked hotel rooms, car rentals, and flights for company trips and conferences.
  • Ensured compliance of company policies among all internal stakeholders.
  • Automated office operations for managing client correspondence, payment schedules and data communications.
  • Coordinated office activities and operations to secure efficiency and compliance with company policies.
  • Interpreted and communicated work procedures and company policies to staff.
  • Handled scheduling and managed timely and effective allocation of resources and calendars.
  • Managed office budget to handle inventory, postage and vendor services.
  • Guided employees in handling difficult or complex problems.
  • Computed balances, totals or commissions to support accounting team.
  • Researched and prepared reports required by management or governmental agencies.
  • Recommended solutions related to staffing issues and proposed procedural changes to managers.

Assistant Private Banker

BMO Wealth Management
Milwaukee, WI
10.2012 - 10.2016
  • Manage customer requests for opening new accounts, online fund transfers, loan payments an processing wire transfers.
  • Schedule client appointments as well as event planning.
  • Gather confidential materials and research any issues before one on one client meetings.
  • Assist with coverage in reception area which included parking procedures, setting customer meetings and face to face customer services, and ordering office supplies.

Private Banking Coordinator III

M&I Bank
Milwaukee, WI
05.2007 - 10.2012
  • Prepared agendas for meetings; took minutes during meetings; distributed meeting notes to appropriate personnel.
  • Ordered office supplies as needed while monitoring inventory levels to ensure adequate stock is available at all times.
  • Organized and maintained executive calendars, scheduled meetings, conferences, travel arrangements, and appointments.
  • Answered incoming telephone calls from internal and external customers promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner.
  • Made travel arrangements for employee trips and conferences.
  • Coordinated communications between departments to ensure timely completion of projects.
  • Created PowerPoint presentations used for diverse business needs.
  • Managed incoming mail by sorting out items that needed immediate attention or forwarding it on to the appropriate department or individual for action or response.
  • Maintained up-to-date contact lists of vendors and suppliers while coordinating orders as required by executives.
  • Managed and tracked expenses to meet company budget requirements.
  • Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
  • Facilitated board meeting agendas and distributed support materials in advance for successful sessions.
  • Coordinated executive and senior management vacation, day-to-day meeting and travel schedules.

Education

Bachelor of Arts - Communications and Advertising

University of Wisconsin Whitewater
Whitewater, WI
05-1999

Skills

  • Inventory Auditing
  • Contract Coordination
  • Office Administration
  • Project Coordination
  • Correspondence Management
  • Client Relationship Management
  • Scheduling
  • Customer Service
  • Travel Coordination
  • Administrative Support
  • Space Planning
  • Mail Handling
  • Report Generation
  • Travel Arrangements
  • Supply Replenishment
  • Inventory Coordination
  • Calendar Management
  • Meeting Planning
  • Office Management
  • Expense Reporting
  • Vendor Management
  • Schedule Coordination
  • Maintenance Scheduling
  • Document Management
  • Client Relations
  • Meeting Organization

Affiliations

  • PTO Board member for the Pewaukee School district.
  • Knowledgeable in ethical and regulatory issues within office standards.
  • United Way ambassador - to raise funds for the in need yearly.
  • Play Works Ambassador - helping children in our community to play and overcome any bullying issues.

Accomplishments

  • 2 time nominee for OneAmerica Aspire awards - 2016 and 2020. This is a nominated only award from a co-worker that has noticed exceptional customer and co-worker relationships.

References

References available upon request.

Timeline

Office Coordinator

OneAmerica Retirement Services
10.2016 - 10.2023

Assistant Private Banker

BMO Wealth Management
10.2012 - 10.2016

Private Banking Coordinator III

M&I Bank
05.2007 - 10.2012

Bachelor of Arts - Communications and Advertising

University of Wisconsin Whitewater

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Holly Malkowski