Meredith Poole
Pompano Beach,FL
Summary
Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through 25 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. Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Merrill Lynch
03.2009 - 12.2016
- Supported senior financial advisors in managing a diverse client portfolio, ensuring the highest level of service and attention to detail.
- Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
- Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
- Evaluated various investment products for suitability based on individual client risk tolerance levels and long-term goals.
Investment Advisor
Citigroup Global Markets
02.2001 - 03.2009
- Managed risk by diversifying investments across various sectors and asset classes.
- Optimized investment performance by implementing disciplined trading strategies based on fundamental and technical analysis.
- Increased client satisfaction by providing customized investment advice tailored to individual financial goals.
- Collaborated with a team of financial professionals to develop comprehensive wealth management strategies for high net-worth clients.
Administrative Assistant
PaineWebber INC.
01.1999 - 02.2001
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Bond Administration
Suncoast Capital Group
09.1998 - 06.1999
- Reconciled daily trade activities to ensure accuracy and consistency in bond portfolio data.
- Assisted in the settlement of trades and ensured timely completion for smooth transactions.
Education
Bachelor of Arts - Finance
University of Miami
Miami, FLSkills
- Clerical Support
- Letter Preparation
- Customer Relations
- Documentation and Reporting
- Verbal Communication
- Account Management
- Meticulous Attention to Detail
Certification
Securities, Life, Health and Insurance licensed until 2018.
Affiliations
- Boating and fishing.
References
References available upon request.
Timeline
Administrative Assistant
Merrill Lynch
03.2009 - 12.2016
Investment Advisor
Citigroup Global Markets
02.2001 - 03.2009
Administrative Assistant
PaineWebber INC.
01.1999 - 02.2001
Bond Administration
Suncoast Capital Group
09.1998 - 06.1999
Bachelor of Arts - Finance
University of Miami
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