Stirling T. Armstrong
Patterson,CA
Summary
Highly organized Office Management Assistant with comprehensive experience in administrative support for office operations. Able to maintain multiple tasks at once and maintain confidentiality. Strengths include coordinating calendars, providing training/property coordination support, managing inventory and building/maintaining business relationships. Skills include working in a clerical environment with computers and computer programs. Experience with record keeping, scheduling, auditing, purging & additional administrative assistant duties. Past experience includes conducting consistent business reviews to ensure consumer, high net-worth clients and small business clients are satisfied with their products and services. Passionate about client service, achieving business goals individually as well as in a team environment and coaching & developing others.
Overview
14
14
years of professional experience
1
1
year of post-secondary education
Work History
Office Management Assistant
Sandia National Laboratories
Livermore, CA
10.2022 - Current
- Department of Energy (DOE) Granted Q - Clearance. Sigma 14&15.
- Supported a total of four managers (Three Level 1 Managers & One Senior Manager) and a large contractor team for most of my career with Security.
- Coordinated office activities and maintained communication with diverse teams.
- Maintained Managers schedules and calendars
- Managed scheduling and organized meetings for laboratory staff and visitors.
- Assisted in preparing reports and presentations for project updates.
- Processed Purchase Requisitions & Purchase Orders for a large team.
- Served as Property Coordinator for my teams overseeing all Property transfers and moves.
- Served as a Classified Administrative Specialist.
Wealth Management Banking Specialist
Merrill Lynch Wealth Management
Stockton, CA
01.2022 - 10.2022
- Providing exceptional client service while assisting Wealth Management Clients with banking products and solutions
- Working with current & prospective clients to onboard and maintain relationships with Bank of America. Conducting reviews with current & prospective clients to ensure they are receiving the correct bank product and services that meet their needs
- Keeping bank and firm initiatives front of mind to mitigate risk to the client and firm.
- Working individually or as a team to achieve monthly and annual goals
- Facilitated communication between clients and financial advisors for service requests.
Wealth Management Client Associate
Merrill Lynch Wealth Management
Stockton, CA
05.2019 - 01.2022
- Providing exceptional client service while assisting with operational and administrative support to Financial Advisors.
- Working directly with prospects, clients and advisors while also acting as a liaison to resolve client problems, assist them with daily tasks such as but not limited to money movement, account questions and services and scheduling and follow through with tasks while enhancing the client experience.
- Keeping bank and firm initiatives front of mind to mitigate risk to the client and firm.
- Work individually or as a team to achieve annual goals such as driving online services.
Relationship Manager
Bank Of America / Merrill Lynch
Pleasanton, CA
07.2018 - 05.2019
- Determine consumer and small business financial services needs and prepare proposals to provide products and services that address these needs.
- Contact prospective customers to present information and explain available services.
- Prepare forms or agreements to complete sales.
- Works with monthly/quarterly sales goals and outbound calls and email goals to achieve incentive.
Relationship Banker
Bank Of America / Merrill Lynch
Dublin, CA
05.2017 - 07.2018
- Helping both consumer and small business clients resolve any issues they have with their accounts and helping them to optimize and manage their accounts Acts as a dual associate working with clients face to face and also assisting with back of bank operations.
- Assessed customers' financial services needs and developed tailored proposals to effectively address those needs.
Assistant Manager
Coach, Inc
Livermore, CA
11.2012 - 04.2017
- Overseeing and managing a team of associates.
- Working together to meet store sales goals monthly and quarterly.
- Opening/closing store and holder of keys.
- Providing Human Resources support to associates who are in need of assistance.
- Executed store opening and closing tasks, maintaining key control for security.
Education
Business Administration Major -
Diablo Valley College
Pleasant Hill, CA 08.2012 - 01.2014
High School Diploma -
Tracy High School
Tracy, CASkills
- Administrative duties
- Scheduling calls
- Record-keeping
- Time-keeping
- Microsoft Word
- Microsoft Excel
- Microsoft Powerpoint
- Salesforce
- Aeries
- Outbound sales calls
- Banking and investment knowledge
- Auditing
- Purging
- Cash handling
Additional Information - Awards Achievements
- 2024 ERA Winner: OnGuard Project - Contributed to mission success for team project.
- Notary Public, Accredited by the Secretary of State: State of California, 08/19-08/23
- Responsible Service & Growth Award, Exceeding banking goals for the year of 2020 (Merrill Lynch), 12/20
- Top Performer, Relationship Banker, Champion in revenue award finishing 233% above goal (Merrill Lynch), 04/18
- Top Performer, Relationship Banker, Champion in revenue award finishing 265% above goal (Merrill Lynch), 08/18
- Typing Certificate, 65 gross words per minute -Accredited by Express Employment Professionals, 04/25/17
Timeline
Office Management Assistant
Sandia National Laboratories
10.2022 - Current
Wealth Management Banking Specialist
Merrill Lynch Wealth Management
01.2022 - 10.2022
Wealth Management Client Associate
Merrill Lynch Wealth Management
05.2019 - 01.2022
Relationship Manager
Bank Of America / Merrill Lynch
07.2018 - 05.2019
Relationship Banker
Bank Of America / Merrill Lynch
05.2017 - 07.2018
Assistant Manager
Coach, Inc
11.2012 - 04.2017
Business Administration Major -
Diablo Valley College
08.2012 - 01.2014
High School Diploma -
Tracy High School