Shannon Verucchi
1849 Vedas Camp Rd Haskell,TX
Summary
Knowledgeable Assistant Administrator proficient in managing documentation, inventory and communication. Advanced skills in conflict management and problem-solving. Offering years of experience in this setting. Self-motivation brings proven leadership, organizational and customer relations skills. Independently solves problems and keeps teams on task to handle diverse business requirements. History retaining clients and talented staff. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
27
27
years of professional experience
Work History
Client Service Manager
Agent Wealth
02.2017 - Current
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Created customer support strategies to increase customer retention.
- Followed through with client requests to resolve problems.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Support business development effort of other team members.
- Assist with coordinating annual and internal plan reviews.
ASSISTANT ADMINISTRATOR
Trustmark National Bank
01.2010 - 01.2016
- Establish and monitor monthly distributions to participants
- Process various financial transaction including but not limited to contributions, distributions, transfers and wires
- Assist in maintaining excellent customer relationships
- Opening and closing accounts
- Preparing minutes for board meetings
- Assist plan administration area
- Monitoring and performing tasks on large volume of retirement plans on multiple platforms.
SUITE ATTENDANT
Mississippi Braves Stadium
01.2009 - 01.2013
- Serve large volume of parties.
BANK TELLER
Community Bank
01.2008 - 01.2010
- Teller for front line and drive thru
- Providing excellent customer services while processing various financial transactions including, but not limited to deposits, withdrawals and account inquiries for both commercial and personal banking clients
- Process TT&L and loan payments
- ATM and debit card transactions
- Responsible for closed accounts, redeeming savings bonds, printing statements
- Balancing general ledger reports for balancing with Check21 system totals
- Other various duties professionally and efficiently.
BANK TELLER
AmSouth/ Regions Bank
01.2002 - 01.2008
- General teller responsibilities as referenced above for Community Bank.
FRONT OFFICE ASSISTANT
Dr. Jeff Cumberland, DMD
01.2001 - 01.2002
- Responsible for supporting Administrative Assistant with various office duties
- Scheduling patient appointments, file patient charts, process insurance claims and payments from both patients and insurance companies
- Set up payment plans
- Balance cash drawer and make daily deposits.
PAYROLL / ACCOUNTS PAYABLE CLERK
J.A. Moss Construction Company
01.1998 - 01.2001
- Responsible for processing payroll for approximately 100 employees
- Assist bookkeeper in accounts payable / receivable duties.
Education
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Skills
- Accounting knowledge
- Inventory purchasing
- File Maintenance
- Record preparation
- Office Administration
- Scheduling appointments
- Office Coordination
- Records Management
- File Management
- Budget Administration
- Employee Onboarding
- Accounting understanding
- Training Coordination
- Document Preparation
- Human Resources Support
Personal Qualifications
Over 20 successful years as a member of support staff in both financial and medical industries, Accomplished Administrative Assistant with experience in event management, relationship management and client services, Comprehensive background in business administration, customer service and records management, Tendency to thrive in fast paced environments while remaining focused on attaining objectives, Proven successful in managing administrative responsibilities including drafting correspondence, fielding customer inquiries, and preparing various reports, Microsoft Word, Microsoft Excel, Microsoft Access, Outlook and Adobe programs
References
- Goldie Robbins
(601)927-9557
- Kay Dougherty
(601)201-0400
- Kim King
(601)594-5694
- Kimmie Wilson
(601)954-8288
Timeline
Client Service Manager
Agent Wealth
02.2017 - Current
ASSISTANT ADMINISTRATOR
Trustmark National Bank
01.2010 - 01.2016
SUITE ATTENDANT
Mississippi Braves Stadium
01.2009 - 01.2013
BANK TELLER
Community Bank
01.2008 - 01.2010
BANK TELLER
AmSouth/ Regions Bank
01.2002 - 01.2008
FRONT OFFICE ASSISTANT
Dr. Jeff Cumberland, DMD
01.2001 - 01.2002
PAYROLL / ACCOUNTS PAYABLE CLERK
J.A. Moss Construction Company
01.1998 - 01.2001