Tabatha Dash
Niagara Falls
Summary
Personable professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation, planning, execution and schedule management.
Overview
14
14
years of professional experience
Work History
Administrative Assistant
The Legend Group
Amherst
08.2023 - 04.2025
- I was the administrative assistant to one of the firm’s six partners and three other financial advisors.
- Primary functions:
- Operate all forms of business with absolute discretion and confidentiality. High level of integrity, organization, communication, and independent problem solving.
- Prepare paperwork for new accounts; 403(b), IRA, ROTH accounts, Annuities, TOD accounts, Individual accounts, and youth accounts (529’s, ITMA, UGMA)
- Maintain accurate data in our systems and make changes as needed.
- Providing the correct forms and reviewing for accuracy, considering compliance, federal, and state regulations.
- Process financial paperwork, redemption requests, and trade instructions.
- Submit approval requests as needed and follow up on all tasks until completion.
- Anticipate business needs and proactively prepare materials for my representatives meeting, events, and interactions.
- Work with compliance to create and gain approval on clientele communication
- Conduct myself with professional mannerism, in person, over the phone and within email communication.
- Proficient in all Microsoft applications, Redtail, Docupace and Salesforce.
Senior Administrative Coordinator
Thermo Fisher Scientific
Grand Island
04.2020 - 04.2023
- My career at Thermo began with learning the function of the Service Administration team. Including servicing our field engineers, scientists and district managers.
- Creating and dispatching work orders for engineers and field scientists
- Resolving inquiries and troubles for all North Americans field engineers and scientists
- billing, data entry, navigation of multiple systems; Outlook, Excel, SAP, E1, Salesforce; trouble shooting and independent decision making.
- Then I promoted to team lead, successfully trained 8 new hires within a 6 month period.
- I became a liaison in assisting cross training between functions and was highly respected as knowledgeable and dependable leader.
- I worked on multiple PPI projects, took lead on a new department start up and successfully had the system up and running before the expected deadline.
- Assisted our department with becoming ISO certified and was a part of multiple internal and external audits.
- Recruited into a different team within the department as a lead and began learning the additional functions.
- Heavily assisted with the roll out a new data entry system, I was involved in the early roll out as well as training our teams on how to navigate and use the platform based on their specific job.
- Assisted in managing the new reporting, processing billings, credits and tracking additional data.
Customer Service Administrator
GEICO
Getzville
01.2014 - 05.2019
- Strategically sell insurance policies to customers.
- Actively listen and respond to customer’s needs.
- Apply proper tones tailored to each customer.
- Multi task between different applications on screen.
- Build business and report while underwriting insurance policies that are top quality, up to state regulation and acceptable per our partners underwriting guidelines.
- Meet with upper management and supervisors to track data.
- Coach additional associates to increase selling strategies and overall performance.
- Team liaison for questions and response for benefits and leave procedure.
Store Admin Assistant
Piercing Pogoda
Niagara Falls
03.2011 - 01.2014
- Hire and train sales producing employees, keep records and data filled properly for a 3 year requirement.
- Meet inventory expectations and sale expectations.
- Worked hand in hand with district manager to effectively run store, meeting corporate expectations.
- Created a fun work environment that had the team excelling at their positions.
- Stay up to date with legalities in the workplace and effectively make sure the store and employees were compliant.
- Process pay roll and payroll correction if needed.
- Upkeep business expectation and take disciplinary action as needed.
Education
Some College (No Degree) - Business Management
Bryant And Stratton College
Getzville, NYSkills
- Time management
- Team management / engagement
- Organization skill
- Reporting
- Interpersonal Communication
- Analytical Skills
- Communication
- All outlook applications
- Project Management
- Financial Services
- Office Administration
- Professionalism
- Data entry/retention
- Compliance Management
Awards
Dean's List
Timeline
Administrative Assistant
The Legend Group
08.2023 - 04.2025
Senior Administrative Coordinator
Thermo Fisher Scientific
04.2020 - 04.2023
Customer Service Administrator
GEICO
01.2014 - 05.2019
Store Admin Assistant
Piercing Pogoda
03.2011 - 01.2014
Some College (No Degree) - Business Management
Bryant And Stratton College