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