Rebecca Smith
Maineville,OH
Summary
Detail-oriented Administrative Assistant experienced in supporting executives and teams through efficient calendar management and document preparation. Streamlined workflows and managed confidential information while delivering high-level customer service in fast-paced environments. Focused on enhancing organizational productivity through effective communication and coordination of daily operations.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Administrative Assistant
Ameriprise Financial/Further Financial Group
West Chester, USA
06.2024 - 02.2025
- Coordinated with team members to route clients to appropriate departments, reducing wait times and enhancing customer satisfaction
- Prepared and organized documents for client signatures during meetings, ensuring timely completion of paperwork and facilitating smoother appointment flow
- Managed the electronic distribution of application forms to clients, accelerating the signature process and decreasing turnaround time
- Composed and sent summary letters after advisor meetings, reinforcing critical points and improving client follow-through on action items
First Impressions Coordinator
Matson Money
Mason, USA
03.2023 - 12.2023
- Enhanced client and advisor satisfaction by actively listening and responding to inquiries via phone and email, fostering trust and encouraging repeat engagement
- Streamlined conflict resolution by routing calls to relevant departments, improving response times and ensuring effective issue resolution
- Assisted the Marketing Director with professional, as well as staff events
- Provided a clean and impeccable office space for a great first impression
- Stocked the building by proactively tracking inventory levels and coordinating timely supply replenishment, preventing any shortages and delays
- Partnered with diverse teams through regular communication and coordination, achieving quarterly performance goals
Front Desk Receptionist
MONA Dermatology
Cincinnati, USA
10.2017 - 01.2022
- Welcomed visitors warmly at the reception area, facilitating smooth check-in procedures that enhanced guest satisfaction
- Managed multi-line phone system to address questions and direct calls, enhancing communication flow across departments
- Handled customer concerns promptly by providing solutions and escalating urgent issues to supervisors, ensuring timely resolutions
- Organized and maintained records through improved filing methods, enhancing efficiency and accessibility of documents
Education
Bachelor's degree - Linguistics
University of Michigan
Ann Arbor, MISkills
- Administrative tasks
- Report preparation
- Calendar management
- Team coordination
- Database management
- CRM
- Customer management
- Budget management
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Google Workspace
- Microsoft Teams
- Data privacy management
- Inventory control
- Organizational skills
Certification
Driver's License
Languages
English
Timeline
Administrative Assistant
Ameriprise Financial/Further Financial Group
06.2024 - 02.2025
First Impressions Coordinator
Matson Money
03.2023 - 12.2023
Front Desk Receptionist
MONA Dermatology
10.2017 - 01.2022
Bachelor's degree - Linguistics
University of Michigan