
Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through 9 years of performance. Skilled at drafting reports and business correspondence, managing mail and updating tracking spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths. Experience delivering customer service and administrative excellence, including clerical support and public interaction. Excels in calendar management, scheduling, data entry and database administration.
Office Administration
Expense Tracking
Calendar Management
Verbal Communication
Financial Counseling
Asset Allocation
Professional relationship building
Wealth Management
Data Collection
Call Management
Microsoft
Epic
Leadership