Detail-oriented professional with 7+ years of experience supporting client relationships through administrative and operational excellence. Brings strong knowledge of relationship management support, back-office operations, and workflow prioritization. Recognized for efficiency, reliability, and responsiveness, with a proven ability to enhance client satisfaction and team effectiveness.
Overview
15
15
years of professional experience
Work History
Administrative Assistant
Fiduciary Trust International
01.2025 - Current
Provide proactive administrative and client service support to Relationship Managers and Trust Officers to ensure high-quality client experience. Coordinate client and internal meetings, including complex scheduling, guest passes, and virtual meeting setup, and manage all related logistics. Maintain accurate and compliant client and trust documentation within internal systems, handling sensitive information with discretion. Support day-to-day client servicing by processing check deposits, tracking and uploading completed Investment Policy Statements (IPS) using Cash App, and retrieving requested tax documents through OneSource. Serve as a point of coordination between clients, internal teams, and external contacts to ensure timely follow-up, issue resolution, and seamless relationship management.
Administrative Assistant
Universal Fresh Meat Co.
01.2016 - 01.2023
Review accounts receivable and payable for multiple client accounts. Creating computerized invoice orders and tracking past due accounts. Managing and scheduling routes for drivers to ensure client satisfaction and timely delivery. Ordering from various vendors according to client buying trends and needs. In charge of employee payroll and vendor payment. Providing administrative assistance, such as but not limited to writing and editing emails, drafting memos, and preparing communications on the owner’s behalf. Managing the owner’s calendar, including making appointments and prioritizing the most sensitive matters.
Customer Care Representative
Time Warner Cable
01.2013 - 01.2015
Receive high call volume and respond to inquiries in a manner which met high- quality productivity and other customer service standards. Sell and upgrade services in accordance with company goals and customer needs. Respond to customer complaints with professionalism while resolving diverse issues. Document customer transactions accurately, schedule customer appointments, and process customer correspondence.
Customer Account Representative
Rent-A-Center
01.2011 - 01.2013
Greet and assist customers on sales floor. Obtain new rental orders over the phone and complete customer service calls in a timely manner. Maintain accurate records of past due accounts, review expired accounts, and communicate with customers to promote timely payment of current and past due accounts. Responsible for ordering and receiving merchandise from distributers while overseeing available inventory.