Summary
Overview
Work History
Education
Skills
HOBBIES
Additional Information
Timeline
Generic

Maria Dolores Moss

Delray Beach,FL

Summary

WRITE A BIO HERE. GIVE A BIT OF YOUR BACKGROUND AND SELL YOURSELF. TELL THE COMPANY WHY THEY NEED YOU AND END WITH EXCITEMENT TO JOIN THEIR TEAM AS IF THEY'VE ALREADY HIRED YOU.

Overview

30
30
years of professional experience

Work History

Client Servics Associate/Client Concierge

SlateStone Wealth, LLC
09.2017 - Current
  • Prepared and processed new account paperwork; move money requests, problem resolution, and account maintenance for ultra high net worth clientele
  • MAYBE ADD SSW'S AUM HERE (EX. managed 5B in assets) Also the amount of advisors you were assisting. This looks impressive
  • Liaise between advisors, high end clientele, and Custodians
  • Provided copywriting, editing, and B2C marketing skills
  • Executive Team
  • In-house notary public
  • Front Desk and general office management
  • Delivered high-quality event planning services – resulting in memorable experiences for clients.

Regional Administrator-Copy Writer

EXIT Realty Florida
02.2016 - 04.2017
  • Prepared new franchise contracts and supporting documents
  • Liaise for Regional office, franchisees, and real estate agents
  • Coordinated regional training and awards events
  • Provided copywriting, proofing, designing, and editing for marketing materials such as: bios, blogs, training scripts, corporate emails/correspondence, and campaigns
  • Generated monthly calendar, motivational messages, newsletter content and general office duties

Legal Assistant

Johnson & Freedman LLC
07.2013 - 04.2015
  • Draft Trial Exhibits, pleadings, and support documents for Litigation Foreclosure Attorneys
  • Pre-trial research, organize and maintain trial folders
  • Online Client Management – CMS/CRM
  • General Administrative duties

Broker Liaison/Public Relations

Coral Shores Realty
04.2009 - 07.2013
  • Administrative support for Broker as needed
  • Public Relations, marketing & networking
  • Coordinated social events to increase agent recruiting and retention
  • Provided copywriting for company marketing materials, press releases and instructional videos
  • Managed client relationships via social media outlets and events
  • Collaborated with technical & social media departments to implement innovative marketing ideas
  • Receptionist back-up, phones, mail, check distribution and tracking

Executive Assistant

Strategic Capital Resources
10.2005 - 05.2009
  • Assistant to CFO/Owner
  • Prepared new-hire paperwork and personnel records management
  • Tracked yearly and quarterly corporate real estate taxes
  • Generated reports for land purchase tracking as needed
  • General office administrative functions and receptionist back up

Executive Assistant

Florida Fuels Inc.
07.1994 - 05.2004
  • Personal Assistant to CEO
  • Drafted letters and documents, planned and scheduled meetings and travel
  • Managed all office functions & ADP reconciliation
  • Planned and executed annual corporate events & Newsletters
  • Generated financial and fuel consumption monthly reports

Education

Bachelor’s degree -

Barry University

Florida Real Estate License -

Notary Public -

Skills

  • Executive & Administrative Assistant and PR
  • Client Service Administrator- Strong working knowledge of Schwab & Fidelity Platforms
  • Proficient in MS Suite/DocuSign/CRM Salesforce/Emoney
  • Conversational Spanish and Portuguese
  • Real Estate and Notary Licenses
  • Exceptional verbal and communication skills
  • Copywriting, editing and proofreading

HOBBIES

WRITE SOME HOBBY BULLET POINTS HERE

THEY WILL HELP IN THE INTERVIEW & SHOW YOUR PERSONALITY 

Additional Information

EXCELLENT REFERRALS UPON REQUEST

Timeline

Client Servics Associate/Client Concierge

SlateStone Wealth, LLC
09.2017 - Current

Regional Administrator-Copy Writer

EXIT Realty Florida
02.2016 - 04.2017

Legal Assistant

Johnson & Freedman LLC
07.2013 - 04.2015

Broker Liaison/Public Relations

Coral Shores Realty
04.2009 - 07.2013

Executive Assistant

Strategic Capital Resources
10.2005 - 05.2009

Executive Assistant

Florida Fuels Inc.
07.1994 - 05.2004

Bachelor’s degree -

Barry University

Florida Real Estate License -

Notary Public -

Maria Dolores Moss