Marni Boyd
St Louis,MO
Summary
Accomplished professional with Wells Fargo, excelling in client support and data confidentiality. Proven track record in enhancing client relationships through effective communication and attention to detail. Skilled in document management and cross-functional collaboration, consistently delivering superior results in an ever changing environment.
Overview
9
9
years of professional experience
Work History
Senior Business Execution Administrator
Wells Fargo
St Louis, MO
01.2025 - Current
- Ensures discreet management of confidential data in compliance with legal regulations.
- Provides exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
- Facilitates communication between departments and outside counsel, ensuring smooth operation and timely completion of projects.
- Collects, structures and enters data using NetDocs and Onit.
- Optimizes client experience by delivering superior services and effectively troubleshooting issues, when they would arise..
- Cultivates positive relationships with clients to deliver superior customer service to them.
- Timely, effectively and with attention to details. Prepares, edits and proofreads documents for clients.
Senior Administrative Assistant
Wells Fargo
St Louis, MO
10.2023 - 01.2025
- Provided reliable communication support to achieve prompt problem-solving.
- Supported program operations by preparing and updating documents, reports and spreadsheets.
- Facilitated report preparation for seamless workflow.
- Provided travel arrangements and submitted timely expense reports.
- Exhibited flexibility by fulfilling duties of absent assistants.
- Improved team productivity by effectively coordinating meetings for clients.
- Managed sensitive information with utmost discretion to maintain confidentiality at all times.
- Fostered positive workplace dynamics through team engagement.
- Coordinated with new hires to answer any questions they had and information needed to succeed in their new role.
- Assisted with electronic records database and handled clients file requests.
- Ensured error-free records with consistent attention to detail in spreadsheet and database workflows.
- Expertly coordinated logistics for functions both within the section.
- Strengthened customer relationships by ensuring timely assistance and resolutions.
- Enhanced communication within the teams managing internal and external correspondence promptly and professionally.
- Prepared emails and other documents upon direction of client.
- Provided efficient administrative processes and procedures.
- Volunteered to help with special projects of varying degrees of complexity.
- Built and maintained excellent client and external customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Developed comprehensive administrative protocols to enhance operational efficiency.
- Assisted coworkers and staff members with special tasks on daily basis.
- Ensured prompt completion of unique assignments to assist in achievement of client goals.
- Enhanced communication practices with clients, boosting overall effectiveness.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Proactive approach to clients needs.
- Coordinated logistics and materials for each meeting.
Administrative Assistant
Wells Fargo
St Louis, MO
12.2022 - 10.2023
- Facilitated the allocation of incoming correspondence for prompt client response.
- Engaged proactively with client needs.
- Contributed to the completion of File Management project.
- Coordinated client travel plans and managed expense submissions.
- Coordinated meeting logistics for matter needs.
- Partnered with coworkers and clients to deliver expertise.
- Prepared and assisted with documents, including FINRA submissions
- Handled everyday operations of Matter Management.
Judicial Clerk 1 and 2
Bucks County District Courts
Quakertown, PA
03.2016 - 12.2022
- Reviewed trial transcripts for accuracy, ensuring a reliable record before sending to the Court of Common Pleas.
- Managed court docket with diligence.
- Coordinated interactions between court personnel and involved parties for efficient proceedings.
- Streamlined operations by training clerks on various courtroom practices.
- Provided support during high-profile trials by coordinating schedules, and managing media inquiries.
- Ensured the protection of confidential information in accordance with legal standards.
- Streamlined communication between judges and attorneys by managing correspondence and schedule needs.
- Ensured accurate and organized maintenance of legal records to support efficient case management.
- Managed administrative duties such as filing documents, scheduling meetings and tracking case statuses.
- Maintained calendar for the Judge by updating and entering court dates and meetings.
- Used internal templates to prepare subpoenas and client correspondence.
- Developed and implemented processes for efficient tracking of court documents.
Education
Paralegal Studies
Bucks County Community College
Newtown, PASkills
- Recordkeeping and file management
- Client support
- MS office
- Data confidentiality
- Team collaboration
- Document management
- Record preparation
- Information management
- Cross-functional collaboration
- NetDocs/Onit
Leadership
Girl Scouts of the USA, Leader 2000-2014
Past Secretary of HOA
St Louis Pro Bono Program
St Louis Community Engagement Council
Legal Leadership Book Group
United States Marine Corps Veteran
Timeline
Senior Business Execution Administrator
Wells Fargo
01.2025 - Current
Senior Administrative Assistant
Wells Fargo
10.2023 - 01.2025
Administrative Assistant
Wells Fargo
12.2022 - 10.2023
Judicial Clerk 1 and 2
Bucks County District Courts
03.2016 - 12.2022
Paralegal Studies
Bucks County Community College