Sheri Riechmann
Saint Louis,MO
Summary
Over 22 years of experience in the financial services industry.
Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills.
Overview
22
22
years of professional experience
Work History
Executive Assistant to Head of Financial Crimes
Wells Fargo
St. Louis, MO
04.2014 - 09.2021
- Supported 5+ senior managers.
- Organized and coordinated conferences, weekly and monthly meetings.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Booked travel, processed expenses and reimbursements for executive team and senior management group.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Onboarded new employees and ordered equipment and systems access needed.
- Coordinated interviews.
- Developed team communications and information for meetings.
Administrative Assistant to the Director of AML
Wells Fargo Advisors
St. Louis, MO
01.2008 - 03.2014
- Coached new employees on administrative procedures, company policies and performance standards.
- Onboarded new employees with equipment and systems access needed for their specific job title.
- Executed record filing system to improve document organization and management.
- Monitored managers work calendar and scheduled appointments, meetings and travel.
- Generated Monthly reports and prepared PowerPoint presentations.
- Organized weekly staff meetings and logged minutes for corporate records.
Administrative Asst to the AML Compliance Officer
A.G. Edwards & Sons
St. Louis, MO
01.2005 - 01.2008
- Entered into record-keeping systems appropriate data needed to create new records or update existing ones.
- Processed and mailed client letters.
- Took notes on investigations and specific case details, updated databases and produced reports outlining results of investigations.
- Managed calendar, travel and expense reports
- Managed multi line phones.
- Back up for other Administrative Assistants when additional help was needed.
KYC/AML/CIP Operator
A.G. Edwards & Sons
St. Louis, MO
01.2002 - 01.2005
- Performed identity verification for customers in connection with opening of high volume of new accounts.
- Provided friendly and efficient service to customers who were often upset with potential of freezing or closing their new account(s).
- Proved successful working within tight deadlines and fast-paced atmosphere.
General Office Clerk
A.G. Edwards & Sons
St. Louis, MO
04.1999 - 01.2002
- Provided clerical support to over 40 employees by copying, faxing and filing documents.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
- Processed return mail.
- Opened new accounts.
Education
No Degree -
Southern Illinois University Edwardsville
Edwardsville, ILHigh School Diploma -
Oakville Sr. High School
St Louis, MO05.1993
Skills
- Travel Arrangement Coordination
- Executive Schedule Management
- Expenditures Oversight
- Work Prioritization
Timeline
Executive Assistant to Head of Financial Crimes
Wells Fargo
04.2014 - 09.2021
Administrative Assistant to the Director of AML
Wells Fargo Advisors
01.2008 - 03.2014
Administrative Asst to the AML Compliance Officer
A.G. Edwards & Sons
01.2005 - 01.2008
KYC/AML/CIP Operator
A.G. Edwards & Sons
01.2002 - 01.2005
General Office Clerk
A.G. Edwards & Sons
04.1999 - 01.2002
No Degree -
Southern Illinois University Edwardsville
High School Diploma -
Oakville Sr. High School