Jane Bodnar
Mendham,NJ
Summary
Efficient Administrative team member with strong history of providing clerical support and operational assistance. Excellent communicator with self-motivated work ethic, and the ability to preform in independent or team environments. Bringing solid expertise in coordinating documents, reports and records, handling correspondence and managing deliveries. Skilled in oral and written communication, team leadership and relationship-building.
Overview
20
20
years of professional experience
Work History
Client Service Associate
UBS Financial Services
Warren, NJ
11.2019 - Current
- Processed transactions such as deposits, withdrawals, transfers, wire requests and other related activities.
- Maintained client records by updating account information as needed.
- Collaborated with team members on projects such as marketing initiatives or developing new policies.
- Updated the firm's database with current contact information for all existing clients.
- Distributed information on accounts, insurance plans and diverse funds.
- Answered customer questions to maintain high satisfaction levels.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Reviewed files, records and other documents to obtain information or respond to requests.
- Drove customer feedback to deliver information to management for corrective action.
- Developed relationships with clients through regular contact, including phone calls and emails.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
Office Administrative Assistant
Bodnar Enterprises
Mendham, NJ
01.2016 - 09.2018
- Recorded expenses and maintained accounting records.
- Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
- Provided clerical support copying, faxing and filing documents.
Assistant Preschool Teacher
Saint Marks Episcopal Church
Mendham, NJ
09.2013 - 06.2014
- Applied play-based strategies, including crafts and games, to provide diverse approaches to learning.
- Educated students in foundational concepts such as shapes, numbers and letters.
- Promoted sensory development by providing access to different textures.
- Maintained tidy and clean classroom consistent with safety and health standards.
- Encouraged children to interact with each other and participate in group activities.
Data Entry Specialist
Bollinger Insurance
Short Hills, NJ
01.2004 - 05.2010
- Processed school and college insurance claims for policyholder's
- Completed data entry tasks with accuracy and efficiency
- Evaluated source documents to locate information needed for each data entry field
- Sorted documents and maintained organized filing process
- Entered numerical data into databases with speed and accuracy using 10-key pad
- Tracked and maintained records for Claims department
- Communicated with associates to ensure cohesive completion of work
- Compiled information and input into Citrix database
Education
High School Diploma -
West Morris Mendham High School
Mendham, NJSkills
- Administrative Assistance
- Articulate and well-spoken
- Attention to detail
- Critical thinker
- Customer and client relation
- Scheduling and calendar management
- Billing and invoicing
- Data entry
Timeline
Client Service Associate
UBS Financial Services
11.2019 - Current
Office Administrative Assistant
Bodnar Enterprises
01.2016 - 09.2018
Assistant Preschool Teacher
Saint Marks Episcopal Church
09.2013 - 06.2014
Data Entry Specialist
Bollinger Insurance
01.2004 - 05.2010
High School Diploma -
West Morris Mendham High School
Similar Profiles
Dorian GradyDorian Grady
Financial Advisor at UBS Financial Services, Inc.Financial Advisor at UBS Financial Services, Inc.
Joan M OrricoJoan M Orrico
Client Solutions Lead at UBS Financial ServicesClient Solutions Lead at UBS Financial Services
Samantha FosterSamantha Foster
Customer Service Representative /SME Relationship Manager at UBS Financial ServicesCustomer Service Representative /SME Relationship Manager at UBS Financial Services
Charles KennedyCharles Kennedy
Tax Reporting Specialist at UBS Financial ServicesTax Reporting Specialist at UBS Financial Services
PADRAIG HERNONPADRAIG HERNON
Director of Engineering at Surgery, Johnson & JohnsonDirector of Engineering at Surgery, Johnson & Johnson