Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Maria Lockhart

Scranton,PA

Summary

Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business understanding.


Overview

15
15
years of professional experience

Work History

Office Manager/LPL Registered Sales Assistant

Chiaro Investment Services, LLC
11.2017 - Current
  • Recorded expenses and maintained accounting records.
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Transferred and directed phone calls, guests and mail to staff members.
  • Authored clear and professional business documents.
  • Assisted with opening and closing of investment accounts.
  • Processed ACH transactions for clients.
  • Responsible for entering client profile information and fielding client inquiries.
  • Conferred with insurance company representatives to expedite payments and resolve filing issues.

Human Resources Assistant

Gerrity's Supermarkets
03.2012 - 11.2017
  • Filed paperwork, sorted and delivered mail, and maintained office organization.
  • Organized new employee orientation schedules for new hires.
  • Delivered friendly assistance with new hires throughout interviewing and hiring process.
  • Screened applicant resumes and coordinated both phone and in-person interviews.
  • Created and completed personnel action forms for hires, terminations, title changes and terminations.
  • Administered compensation, benefits and performance management systems and safety and recreation programs.
  • Assisted with on-boarding process of new hires in.
  • Posted positions through approved recruitment channels.
  • Answered and directed outbound and inbound phone calls.
  • Set up orientations and initial training for new employees.
  • Assigned work activities for staff related to employment, compensation, labor relations and employee relations.

Benefits/COBRA Specialist

Parente HR Services
03.2007 - 06.2011
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Observed strict procedures to maintain data and plan participant confidentiality.
  • Checked employees' benefits enrollment for accuracy and inputted all data.
  • Processed daily enrollments and terminations and responsible for sending initial notices to eligible employees for COBRA.
  • Processed payments from the clients and paying vendors. Assist with preparation and mailing of open enrollment packets. The position will also process claims and adjudicate POS transactions for tax-favored

Education

Bachelor of Arts - Social Psychology

Kutztown University of Pennsylvania
Kutztown, PA
05.2003

Skills

  • Office Management
  • Clerical Support
  • Policy and Procedure Modification
  • Office Supplies and Inventory
  • Employee Performance Evaluations
  • Employee Paperwork
  • Payroll Administration

Additional Information

Current Licenses:

Notary, March 2018

PA Life, Health, and AD&D, April 2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination, Sep 18, 2018

SIE - Securities Industry Essentials Examination, Oct 1, 2018

Series 63- Uniform Securities Agent State Law Examination, Nov 30, 2018

Timeline

Office Manager/LPL Registered Sales Assistant

Chiaro Investment Services, LLC
11.2017 - Current

Human Resources Assistant

Gerrity's Supermarkets
03.2012 - 11.2017

Benefits/COBRA Specialist

Parente HR Services
03.2007 - 06.2011

Bachelor of Arts - Social Psychology

Kutztown University of Pennsylvania

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Maria Lockhart