Summary
Overview
Work History
Education
Skills
Travel, Reading and Cooking
Timeline
Generic

PATRICIA L. STROMAN

Abington,PA

Summary

Dynamic Client Relations Associate with extensive experience in customer service. Highly organized professional establishes relationships with customers. Stays calm under pressure.

Personable Customer Relations leader driven to exceed customer expectations while promoting adherence to company standards and guidelines. Proven history of fostering quick and successful problem resolution, improving customer satisfaction ratings. Demonstrated success in utilizing current technologies to broaden access between customer and organization and improve response time.

Overview

25
25
years of professional experience

Work History

Client Relations Associate

Hoffman Financial Group
09.2023 - Current
  • Prepare and process all applications, transfer paperwork, and account services
  • Perform work tasks with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents
  • Work independently and make decisions while following established policies
  • Organize workflow and keep Financial Advisor’s workflow organized
  • Schedule insurance and investment related reviews
  • Prepare client letters and other written communication as requested
  • Help market Financial Advisor, by calling, emailing and using social media

Operations Administrative Assistant – Philadelphia Office

SEIU LOCAL 668
03.2023 - 07.2023
  • Coordinated the day-to-day administrative operations of the Philadelphia office
  • Prepared Microsoft Word documents and Excel spreadsheets (e.g., correspondence, minutes, memos, briefs, agendas, contracts, reports, etc.) from written or verbal information to create accurate and professional documents
  • Prepared and distribute new hire member packets
  • Scheduled meetings and appointments to ensure availability, prioritize schedules and avoid scheduling conflicts
  • Monitor, order, and fill all supplies needs of the Philadelphia office including monitoring all equipment needs
  • Greeted visitors providing assistance or refer them to the appropriate staff member

Administrative Assistant, Regional Vice President

MUTUAL OF AMERICA LIFE INSURANCE COMPANY
07.2018 - 04.2022
  • Prepared Proposals, Annual Plan Review documents and Presentation
  • Copied, collated and binded proposals
  • Assisted in scheduling meetings and booking travel
  • Handled all incoming calls, assisted participants with questions regarding their accounts and withdrawals
  • Handled all incoming office invoices
  • Handled incoming and outgoing mail
  • Process FedEx mailing
  • Ordered office supplies

Administrative Assistant, COO of Compliance/License/Registration Department

JANNEY MONTGOMERY SCOTT, LLC
03.2011 - 06.2018
  • Assisted COO with the day-to-day operations
  • In charge of the Registration Inbox (incoming emails) making sure each request that comes in is properly given to the right License and Registration Specialist
  • Processed Appointment Request paperwork for Financial Advisors
  • Called Annuity Companies to get appointment confirmations for Financial Advisors
  • Updated Appointments and Insurance registration in RegEd Database to ensure business will go through Annuity Net
  • Assisted Financial Advisors with questions regarding their continuing education

Registrar, The Consortium Hope Counseling Center

STIVERS STAFFING SERVICES, INC.
08.2010 - 02.2011
  • Checked patients in to see Therapist, Psychiatrist and Psychologist daily for Outpatient Department
  • Scheduled appointments for patients daily in the BTI System for very busy department
  • Verified insurance coverage for patients at time of their appointment
  • Made copies and fax forms for the Therapist, Psychiatrist and Psychologist

Office Administrator, JCC’s Raymond & Miriam Klein Branch

JEWISH COMMUNITY CENTERS OF GREATER PHILADELPHIA
06.2007 - 09.2009
  • Supervised eight part-time employees daily
  • Helped the Chief Operating Officer of Senior Services gather information to prepare for Grant Applications and Budget preparations
  • Prepared Minutes of Meetings for the Officers and Managers monthly meetings
  • Processed payroll for part-time employees and senior employees bi-weekly
  • Scheduled meetings and invites on Microsoft Outlook for Chief Operating Officer of Senior Services Department
  • Kept calendar updated daily for Chief Operating Officer in Microsoft Outlook
  • Ordered office supplies
  • Was back up for Transportation Coordinator and Mail Room Supervisor

Operations Administrator, CDI Corporation

TODAYS STAFFING
05.2006 - 01.2007
  • Was responsible for processing background checks and drug screening results for new employees
  • Was responsible for processing payroll for 200 plus field employees weekly
  • Scheduled new hire orientation and meetings via Microsoft Outlook
  • Conducted new hire orientation via telephone conference weekly
  • Processed new hire paperwork and created personnel folders
  • Processed expense reports to be paid out within a specified timeline

Administrative Specialist, Benefits Department

TEMPLE UNIVERSITY HUMAN RESOURCES
02.2003 - 02.2006
  • Was responsible for processing the Family Medical Leave Act and University Leave requests
  • Processed Short Term Disability and Long-Term Disability requests
  • Answered benefit questions regarding to FMLA, University Leave and other aspects of employee benefit services
  • Processed benefit payments for employees on Family Medical Leave, which was time sensitive
  • Processed Disability forms for Union employees who applied for FMLA and forwarded to CIGNA Insurance Company
  • Answered benefit questions regarding Medical, Dental, Disability, Life Insurance, Pension and COBRA to inquiring employees

Administrative Assistant, HR/Employee Relations Department

TEMPLE UNIVERSITY HUMAN RESOURCES
09.1999 - 01.2003
  • Scheduled Exit Interviews and scheduled employees to review their personnel files
  • Processed paperwork for Terminations and Leave status in HRIS system
  • Processed Unemployment Compensation bills for payment
  • Was responsible for putting together packets and union contracts for all benefit orientations
  • Assisted Temple University employees with various questions concerning policies and procedures
  • Was back up for Receptionist (answered phones, processed paperwork I9’s and W4’s for new employees and work study students, issued picture ID’s for new employees, gave typing test, and accepted applications from applicants

Education

Associate degree - Executive Secretary

National Education Center

Skills

  • Typing 60-70 wpm
  • Excellent phone etiquette
  • Strong Microsoft experience
  • High level attention to detail
  • Ability to multi-task
  • Strong empathy
  • Client onboarding
  • Customer relations
  • Schedule management
  • Teamwork
  • Problem-solving
  • Time management
  • Multitasking
  • Excellent communication
  • Organizational skills
  • Attention to detail
  • Adaptability and flexibility
  • Self motivation
  • Customer engagement
  • Time management abilities
  • Customer satisfaction
  • Decision-making
  • Effective communication
  • Active listening
  • Reliability
  • Adaptability
  • Professionalism
  • Interpersonal communication
  • Written communication
  • Continuous improvement

Travel, Reading and Cooking

I love to travel to different countries and learn about their culture. My favorite country so far is the Philippines.  I love reading love stories and like to cook different dishes. 

Timeline

Client Relations Associate

Hoffman Financial Group
09.2023 - Current

Operations Administrative Assistant – Philadelphia Office

SEIU LOCAL 668
03.2023 - 07.2023

Administrative Assistant, Regional Vice President

MUTUAL OF AMERICA LIFE INSURANCE COMPANY
07.2018 - 04.2022

Administrative Assistant, COO of Compliance/License/Registration Department

JANNEY MONTGOMERY SCOTT, LLC
03.2011 - 06.2018

Registrar, The Consortium Hope Counseling Center

STIVERS STAFFING SERVICES, INC.
08.2010 - 02.2011

Office Administrator, JCC’s Raymond & Miriam Klein Branch

JEWISH COMMUNITY CENTERS OF GREATER PHILADELPHIA
06.2007 - 09.2009

Operations Administrator, CDI Corporation

TODAYS STAFFING
05.2006 - 01.2007

Administrative Specialist, Benefits Department

TEMPLE UNIVERSITY HUMAN RESOURCES
02.2003 - 02.2006

Administrative Assistant, HR/Employee Relations Department

TEMPLE UNIVERSITY HUMAN RESOURCES
09.1999 - 01.2003

Associate degree - Executive Secretary

National Education Center

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PATRICIA L. STROMAN