Tanya Rivera
Worth,USA
Summary
Organized and efficient Executive Assistant with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.
Overview
14
14
years of professional experience
Work History
Executive Assistant
Ameriprise Financial
Oakbrook Terrace, Illinois
03.2022 - Current
- Manage all the Advisors' and Client Sercice Associates' calendars;
- Manage Hearsay Message & Call program;
- Answer incoming client calls and handle non-licensed matters;
- Maintain office appearance and order supplies;
- Order gifts for clients;
- Money movement transactions;
- Roth conversions;
- Create reports, dashboards, and campaigns;
- Train new hires in Salesforce CRM
Legal Assistant
Montana & Welch, LLC
Palos Heights, IL
10.2017 - 03.2022
- Assisted the attorneys in Governmental and Municipal Law
- Calendar Court dates, reminders, and meetings
- Answer and screen phone calls
- Order title and confirm legal description is correct
- Draft and edit correspondences, discovery, pleadings, motions, orders, ordinances, and resolutions
- Schedule depositions, draft subpoenas, and notices
- Order and review medical records and bills
- Input attorney time and generate firm's invoices
- Electronic filing of Court documents in State Court, Federal Court, and Appellate Court
- Send documents electronically, regular mail, certified mail, and UPS/Overnight Delivery
Legal Assistant
Ciardelli, Cummings, & Campagna, LLC
Chicago, IL
06.2011 - 09.2017
- Assisted the attorneys in personal injury, worker's compensation, and criminal law
- Calendar Court dates, reminders, and meetings
- Answer and screen phone calls
- Draft and edit correspondences, discovery, pleadings, motions, and orders
- Schedule depositions, draft subpoenas, and notices
- Order and review medical records and bills
- Input attorney time and generate firm's invoices
- Electronic filing of Court documents in State Court and Federal Court
- Send documents electronically, regular mail, certified mail, and UPS/Overnight Delivery
Education
Associates - Administrative and Applied Science
Fox College
Bedford Park, IL05.2011
Skills
- Typing: 80 WPM
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Salesforce
- CRM Software
- Brokerage Platforms
- Professional written communication
- Professional verbal communication
- Client relations
Timeline
Executive Assistant
Ameriprise Financial
03.2022 - Current
Legal Assistant
Montana & Welch, LLC
10.2017 - 03.2022
Legal Assistant
Ciardelli, Cummings, & Campagna, LLC
06.2011 - 09.2017
Associates - Administrative and Applied Science
Fox College