Jean Marie Ndumbi
Salt Lake City,UT
Summary
Highly organized and detail-oriented administrative professional excels in office management and special projects. Resourceful and adaptive team leader with expertise in project management, financial tracking, customer relationship management and administration. Results-oriented strategic planner with extensive knowledge of industry practices. Diligent Administrator with proven history in successful team management. Professionally coordinate files, correspondence, and resources to boost productivity and facilitate operations. Skilled in general office processes and optimization strategies. High profile business administration professional driven to oversee operations with results-oriented mindset. Versed in best practices and strategies for streamlining workflows.
Overview
5
5
years of professional experience
7
7
Certification
Work History
Regional Sales Manager's Assistant
Tim Dahle Nissan
Bountiful, UT
09.2024 - Current
- Assisted Sales Manager with preparation of client presentations, proposals, and contracts.
- Organized and maintained files for customer accounts and sales tracking.
- Conducted research to identify potential customers and new markets.
- Prepared reports on sales activities, customer data, market trends, competitive analysis.
- Provided administrative support to the Sales Manager by scheduling meetings, managing emails and correspondence, taking minutes at meetings.
- Coordinated travel arrangements for Sales Managers as needed.
- Performed data entry into CRM system for all sales-related activities.
- Collaborated with internal departments such as Accounting and Operations regarding customer inquiries or orders.
- Managed daily operations of the department including ordering office supplies, arranging repairs and maintenance services.
Wealth Management Assistant
Morgan Stanley
South Jordan, UT
06.2023 - 08.2024
- Assisted in the preparation of client presentations, reports and documents.
- Provided administrative support to financial advisors.
- Supported the team in developing new business opportunities.
- Analyzed client portfolio performance and made necessary adjustments.
- Performed data entry tasks for account maintenance.
- Maintained records of client meetings and transactions.
- Organized and maintained filing systems for client accounts.
- Reviewed regulatory requirements for compliance purposes.
- Researched investment options and presented recommendations to clients.
- Interacted with clients via phone, email, or face-to-face meetings as needed.
- Created spreadsheets to track income, expenses, capital gains.
- Conducted research into various markets and industries.
- Coordinated asset transfers between institutions or custodians.
- Attended industry events to stay abreast of current trends in the field.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
Loan Officer Team Leader
Morgan Stanley
South Jordan, UT
05.2023 - 06.2024
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Debit Card Disputes Advisor
Morgan Stanley
South Jordan, UT
03.2023 - 04.2024
- Contributed to risk mitigation efforts by promptly escalating high-risk cases for further review or action.
- Improved team productivity, providing training and guidance on best practices in dispute resolution.
- Managed multiple cases simultaneously with strict attention to detail, ensuring accurate outcomes within tight deadlines.
- Assisted in developing new policies and procedures for handling debit card disputes, resulting in improved customer experience.
- Enhanced customer satisfaction by efficiently resolving debit card disputes through thorough investigation and timely communication.
- Demonstrated strong problem-solving skills during high-pressure situations, maintaining composure and professionalism even with difficult clients.
- Ensured accuracy of case documentation by maintaining organized records and updating databases regularly.
Assistant General Manager of Operations
K-Plus Painting
Provo, Utah
07.2022 - 02.2023
- Led and directed staff to ensure all operational goals were met in a timely manner.
- Developed and implemented training programs for new employees to ensure company policies and procedures were followed.
- Ensured compliance with all health, safety, and environmental regulations.
- Monitored daily operations activities and identified areas of improvement.
- Created weekly schedules to maximize efficiency while ensuring adequate coverage of shifts.
- Maintained inventory records, ensuring accurate tracking of materials used on job sites.
- Reviewed financial documents such as invoices and budgets to ensure accuracy and adherence to budget guidelines.
- Coordinated with vendors to ensure delivery of supplies within specified timelines.
- Prepared reports for upper management regarding operational successes or issues that need attention.
- Analyzed data from multiple sources such as surveys or customer feedback forms in order to identify areas needing improvement or growth opportunities.
- Oversaw the development and implementation of new processes or procedures related to operations.
- Managed teams responsible for maintaining equipment used in daily operations.
- Worked closely with department heads to develop strategies for meeting organizational objectives.
General Office Administrator
Friendinacollege
Kinshasa, DRCongo
01.2022 - 05.2022
- Developed and implemented office policies and procedures.
- Created and maintained filing systems for records, reports, documents.
- Processed invoices, purchase orders and other related documents.
- Monitored inventory levels of office supplies and placed orders as needed.
- Managed mail distribution both internally and externally.
- Prepared agendas, presentations, spreadsheets or other materials as requested by management.
- Performed general clerical duties such as photocopying, faxing or scanning documents.
- Ensured compliance with all applicable laws and regulations.
- Acted as liaison between departments within the organization.
- Responded to inquiries from employees in a timely manner.
- Organized company events or activities when required.
- Created memos, letters and other documents, fostering internal and external communication.
- Processed financial documents, contracts, expense reports and invoices.
- Managed service agreements and purchase orders to drive budget performance and meet schedule requirements.
Administrative Assistant
Real Services. Inc.
Kinshasa, DRCongo.
05.2019 - 12.2021
- Managed office supply inventory and procurement.
- Scheduled appointments, meetings, and events for management staff.
- Successfully managed sensitive inquiries and resolved complaints.
- Managed incoming phone calls and email communications, enabling effective information dissemination and fostering smooth business interactions.
- Supported day-to-day operations by providing secretarial and office management assistance, enhancing cooperative working relationships.
- Managed physical and digital files, monitored spreadsheets, and updated reports to streamline project material coordination.
- Compose correspondence, reports, and meeting notes.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Created travel arrangements for senior managers according to their requirements.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Prepared expense reports on behalf of executives in accordance with company policies and procedures.
- Developed project plans for various tasks assigned by upper management.
Education
Bachelor of Applied Science - Finance
Brigham Young University - Idaho
Rexburg, ID04-2027
Bachelor of Science - Business Administration And Management
ISP-Gombe-Kinshasa
Kinshasa/DRCONGO01-2022
High School Diploma -
College Saint Pie X
Kananga/DRC09.2016
Skills
- Upbeat and Positive Personality
- Verbal and Written Communication
- Creative Problem Solving
- Issue and Complaint Resolution
- Understanding Customer Needs
- Courteous with Strong Service Mindset
- Multitasking and Prioritization
- Problem-Solving Abilities
- Microsoft Office Expertise
- Office Equipment Proficiency
- Administrative Support
- Correspondence Writing
- Office Administration
- Recordkeeping
- Data Entry
- Bookkeeping
- Travel administration
- Conflict Management
- Escalation management
- Cross-Functional Collaboration
- CRM Software
- Teamwork and Collaboration
- Product and service knowledge
- Relationship Building
- Customer Data Confidentiality
- Attention to detail
- Adaptability and Flexibility
- Project Schedule Coordination
- Organizational Skills
- Employee Coaching
- Document and Records Management
- Administrative and Office Support
- Transaction Processing
- Money handling abilities
- Order documentation
- Training development aptitude
Affiliations
- Awarded best Administrator of the year at K-Plus Painting
- 10+ times best employee of the month
- Vice President of the African Diaspora in Utah
- Vice President at African Youth Entrepreneurs Community
- Awarded Prominent Young Personality of the year 2021
- Member of the Black Excellence
Certification
- Leadership Essentials Certificate
- Customer Service Professional Certificate
- Advanced Certificate in Business Administration
- BYU Pathway Certificate
- Certified Administrative Professional (CAP)
- Professional Administrative Certification of Excellence (PACE)
Accomplishments
- Co-founded AfricaDigital
- Co-founde ChildofCongo NGO
- Received the Congolese Face of Business Influence Award
- Co-founded The Addict-Code Clothing company
Languages
English
Full Professional
French
Native/ Bilingual
Krio
Full Professional
Lingala
Professional
Ciluba
Native/ Bilingual
References
References available upon request.
Timeline
Regional Sales Manager's Assistant
Tim Dahle Nissan
09.2024 - Current
Wealth Management Assistant
Morgan Stanley
06.2023 - 08.2024
Loan Officer Team Leader
Morgan Stanley
05.2023 - 06.2024
Debit Card Disputes Advisor
Morgan Stanley
03.2023 - 04.2024
Assistant General Manager of Operations
K-Plus Painting
07.2022 - 02.2023
General Office Administrator
Friendinacollege
01.2022 - 05.2022
Administrative Assistant
Real Services. Inc.
05.2019 - 12.2021
Bachelor of Applied Science - Finance
Brigham Young University - Idaho
Bachelor of Science - Business Administration And Management
ISP-Gombe-Kinshasa
High School Diploma -
College Saint Pie X
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