Kimberly Brennan
Havertown,PA
Summary
Accomplished Senior Investment Administrative Assistant with a proven track record at Steeplechase Capital Partners, LLC, and RBC Wealth Management. Excelled in maintaining confidentiality, enhancing client relations, and streamlining data management. Skilled in Microsoft Excel and fostering professional relationships, significantly contributing to operational efficiency and client satisfaction. Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
17
17
years of professional experience
Work History
Senior Investment Administrative Assistant
Steeplechase Capital Partners, LLC
10.2023 - Current
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Investment Associate
RBC Wealth Management
02.2007 - 10.2023
- Resolved client inquiries promptly, demonstrating superior customer service skills and dedication to client satisfaction.
- Mentored junior associates, sharing best practices to foster professional growth within the team.
- Provided exceptional administrative support to financial advisors, ensuring timely and accurate completion of all required tasks.
- Monitored account activity closely, proactively addressing potential issues before they escalated into larger problems for clients or the firm.
- Supported new client onboarding process by gathering necessary documentation and completing required paperwork accurately.
Education
Shippensburg University
Skills
- Customer Service
- Microsoft Word
- Microsoft Excel
- Dedicated Team Player
- Client Relations
- Microsoft Outlook
Timeline
Senior Investment Administrative Assistant
Steeplechase Capital Partners, LLC
10.2023 - Current
Investment Associate
RBC Wealth Management
02.2007 - 10.2023
Shippensburg University
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