Summary
Overview
Work History
Education
Skills
Timeline
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Kimberly Peterman

Havertown,PA

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Thorough team contributor with strong organizational capabilities and an optimistic mindset. Effective at prioritizing tasks and meeting deadlines. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

8
8
years of professional experience

Work History

Operations Administrator

Kades-Margolis Corporation
Wayne, PA
08.2023 - Current
  • Assistant to President of Kades Margolis Capital
  • Back up to office assistant as well (my previous position)
  • Handle daily contribution log, ensuring the client’s funds go into the correct account
  • Manage KM Capital Transfer Report log and update CSRs and Advisors as appropriate
  • Product support for KM Capital, initial point of contact for advisors and staff to answer questions and help with issues
  • IT Support, assist advisors and staff with minor IT issues or work with Schultz (phone company) or our parent company to get issues rectified
  • Manage Key fob system, phone system and alarm system
  • Assist with PSEA events, gather appropriate materials needed and ship to the advisors
  • Documenting all tasks and keeping the documentation up to date when changes occur.

Office Assistant

Kades-Margolis Corporation
Wayne, PA
09.2022 - 07.2023
  • Allow access and greet visitors
  • Prepare and ship routine packages
  • Monitor office copy machines, fax machines, and stamp/mail machine ensuring that the needed supplies are on hand and that repair service is contacted when equipment fails to work properly
  • Sort and distribute incoming mail-open checks, make copies and file them for records
  • Back up to client services as needed (phone and paperwork processing).

Private Nanny and Personal Assistant

Tabano Household
09.2021 - 06.2022
  • Provide part-time care for infant and toddler boys
  • Responsible for overseeing and establishing a daily routine, including critical feed and sleep schedules
  • Proactively executed additional housekeeping tasks, elevating my status to personal assistant and securing regular date nights (additional ten hours per month)
  • Openly communicate with parents
  • Encourage teamwork and sharing during child-led play.

Private Nanny

Clarke Household
01.2017 - 01.2022
  • Provide full-time loving, focused care for two elementary school aged children
  • Responsible for overseeing and establishing a daily routine
  • Transparently communicate with parents about daily activities, developments, and challenges
  • Safely drive children to appointments and other commitments
  • Complete regular housekeeping tasks (i.e
  • Cooking nutritious meals, doing laundry, cleaning play/common areas).

Education

Bachelor of Business Management -

West Chester University of Pennsylvania
West Chester, PA
05.2022

Associates Degree in Liberal Arts -

Delaware County Community College
Media, PA
05.2020

Skills

Verbal and written communication

Customer Engagement

Customer Support

Telephone Etiquette

Inventory Oversight

Meeting Coordination

Adaptability

Active Listening

Timeline

Operations Administrator

Kades-Margolis Corporation
08.2023 - Current

Office Assistant

Kades-Margolis Corporation
09.2022 - 07.2023

Private Nanny and Personal Assistant

Tabano Household
09.2021 - 06.2022

Private Nanny

Clarke Household
01.2017 - 01.2022

Bachelor of Business Management -

West Chester University of Pennsylvania

Associates Degree in Liberal Arts -

Delaware County Community College

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Kimberly Peterman