KIMBERLY ROBERTS
Chula Vista,CA
Summary
Results-oriented Executive Administrative Assistant with 30 years of extensive experience in a fast paced, customer focused, financial services environment. Highly trusted to maintain strict confidentiality while working with Executive Level Management. Recognized for exceptional accuracy and attention to detail. Strong interpersonal and communication skills with the ability to collaborate with diverse individuals. Excellent time management skills with demonstrated ability to prioritize and handle multiple projects.
Overview
32
32
years of professional experience
Work History
Administrative Assistant III
Merrill Lynch Wealth Management - San Diego Market
San Diego, CA
01.2009 - Current
- Provide exceptional administrative support to Client Relationship Managers for San Diego Market and direct reports across 8 offices; facilitate process for review and completion of firm remediation’s and mandates; direct client contact for review of high net worth transactions; prepare Market level reporting for support staff performance; handle and maintain highly confidential Human Resource matters and files; Coordinate and facilitate onboarding
- Maintain understanding of policies and procedures and serve as resource and subject matter expert on various topics for team.
- Conducted onboarding to help new hires adjust to administrative and performance aspects of jobs
- Executed record filing system to improve document organization and management.
Executive Administrative Assistant
Wells Fargo Investments
San Diego, CA
01.2000 - 01.2009
- Provided executive level administrative support to Regional Management
- Organized and updated schedules for executives.
- Administered background screening and hiring processes, maintained staff related compliance, continuing education, and employment files.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Updated spreadsheets and created presentations to support executives and boost team productivity
Operations Manager
A.G. Edwards & Sons, Inc
La Jolla, CA
01.1991 - 01.2000
- Coordinated and managed daily operations of full-service brokerage firm
- Implemented recruiting, employment and compensation strategies
- Directly responsible for accomplishing work through supervising administrative staff.
- Identified and resolved unauthorized, unsafe or ineffective practices.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
Skills
- Proficient with Microsoft programs including Word, Excel, PowerPoint, SharePoint and Outlook
- Strong Organizational Skills
- Multitasking and Time Management
- Confidentiality and Data Protection
- Employee Communications
- Spreadsheet Management
- Spanish speaking
Timeline
Administrative Assistant III
Merrill Lynch Wealth Management - San Diego Market
01.2009 - Current
Executive Administrative Assistant
Wells Fargo Investments
01.2000 - 01.2009
Operations Manager
A.G. Edwards & Sons, Inc
01.1991 - 01.2000
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