KIMBERLY RADFORD
Chicago,IL
Summary
Organized and dedicated administrative professional with successful experience in fast-paced settings. Detail oriented with expertise in completing multiple concurrent tasks by assigned deadlines while offering staff and client support. Responsible, punctual and productive professional who performs effectively in independent or team environments with limited supervision.
Overview
33
33
years of professional experience
1
1
Certification
Work History
ACCREDITATION ADMINISTRATOR
ACGME
04.2023 - 02.2024
- Supported the review, accreditation, and recognition of 200+ graduate medical educational programs
- Facilitated preparation of program review agendas, evaluated program documents, and determined required documentation for specific review
- Updated committee membership information, resources, files, and data in Accreditation Data System
- Responded to inquiries from programs and external constituents regarding procedures, form completions, and annual data updates
- Processed new applications and required site visits
- Coordinated meetings for subcommittees, task forces, and other work groups
- Organized committee membership activities and member lists
- Maintained accurate committee, program, and department files leveraging multiple platforms.
COMPLIANCE ANALYST
PHILLIP CAPITAL INC.
02.2022 - 10.2022
- Provided training to staff on industry compliance requirements utilizing various methodologies
- Researched industry compliance regulations and policies
- Evaluated internal operational and procedural compliance
- Maintained departmental SharePoint record keeping system
- Kept abreast of compliance requirements and amendment to regulations
- Contributed to review and submission of regulatory inquiries
- Assisted Chief Compliance Officer with annual examinations
- Onboarded new US and non-US introducing brokers
- Evolved, coordinated, and implemented strategies to enhance regulatory compliance and reduce compliance/legal risk
- Ensured appropriate supervisory processes and controls were establish and documented for each business unit.
SPECIALIST, ADMINISTRATIVE SUPPORT
CHARLES SCHWAB & CO.
01.2017 - 10.2019
- Assisted 3 Vice Presidents and 2 Managing Directors of Compliance & Retail Surveillance Group and Compliance Control Disclosure Group, along with their teams of 40 staff members
- Arranged travel, prepared and managed expense reports & reimbursements, managed multiple calendars & distribution lists. Scheduled meetings, video conferences, interviews and coordinated office hoteling for visiting management. Coordinated off-sites, group events & outings, team building activities for 90 employees
- Onboarded new employees, established relationships with outside vendors as well as negotiation of rates & packages, liaised with building management office, established cooperative relationships with various levels of management & support teams throughout company, and maintained office supplies
- Uploaded, reviewed & maintained the entirety of Schwab's monthly employee outside investment statements, monitored for restricted trades, prepared closed account correspondence, secured maintenance of confidential disclosure information, and aided in conversion of paper statements to electronic format.
SPECIALIST III (PORTFOLIO ANALYTICS)
BMO CAPITAL MARKETS
07.2008 - 10.2015
- Assisted VP of Business Information Systems in production and maintenance of a major fixed-income accounting system serving approximately 350 clients, consisting of banking institutions and private investors
- Provided client support regarding accounting methodology, regulatory reporting, call reporting and monthly balancing
- Input data input, processed new trades, and updated monthly data for over 20,000 holdings, market valuation, cashflows, etc
- Assisted with system upgrades, trading system conversions, and training of new sales staff in the utilization of a portfolio system
- Performed data interfaces with various Asset Liability Management software.
ADMINISTRATIVE SALES ASSISTANT/DATA SPECIALIST
GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC
01.1991 - 07.2008
- Assisted VP of Business Information Systems in automating bond accounting system for over 500 financial institutions, data preparation and entry, portfolio processing, reconciling calculations, computer interfacing/exporting, customer service and problem resolution, and creation/maintenance of procedural documentation
- Assisted CEO, Principal Partners, and Executive Sales Assistants in daily business functions, coordinated board meetings, and maintained customer files
- Prepared trades and built customer relations
- Provided coverage of reception area, which included monitoring multi-line switchboard, taking messages, screening and directing visitors, accepting deliveries, managing petty cash transactions, and securing office at close of business.
Education
Some College (No Degree) - Computer Science
ILLINOIS STATE UNIVERSITY
Normal, ILSkills
- Microsoft Word, Excel, Outlook, Forms
- Time Management and Prioritization
- File Organization and Management
- Customer Service and Client Relations
- Strong Problem Solver
- Documentation and Recordkeeping
- Database Management / Data Entry
- Multi-Line Phone Systems / Reception
- Scheduling and Calendar Management
- Verbal / Written Communication
- Event Coordination / Meeting Planning
- Confidential Document Control
- Agiloft Contract Management
- Adobe
- Travel Arrangements / Expense Reporting
- Onboarding of New Employees
Certification
- DEI Training
- Cybersecurity Training
- Elder Abuse Training
- Sexual Harassment Prevention Training
- OSHA Training
- AML Training
Timeline
ACCREDITATION ADMINISTRATOR
ACGME
04.2023 - 02.2024
COMPLIANCE ANALYST
PHILLIP CAPITAL INC.
02.2022 - 10.2022
SPECIALIST, ADMINISTRATIVE SUPPORT
CHARLES SCHWAB & CO.
01.2017 - 10.2019
SPECIALIST III (PORTFOLIO ANALYTICS)
BMO CAPITAL MARKETS
07.2008 - 10.2015
ADMINISTRATIVE SALES ASSISTANT/DATA SPECIALIST
GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC
01.1991 - 07.2008
Some College (No Degree) - Computer Science
ILLINOIS STATE UNIVERSITY
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