Teresa McKenzie
Administrative Assistant
Gordonsville,VA
Summary
Dedicated professional 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
15
15
years of professional experience
Work History
Administrative Assistant
TIAA Financial Services
Charlottesville, VA
03.2013 - 03.2025
- Provided administrative support to the Wealth Management Advisors, Financial Consults and the Director of Virtual Financial Consultants for the NE Region
- Scheduled meetings and maintained calendar management
- Coordinated travel arrangements and completed expense reports for travel reimbursement
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff
- Acted as liaison with Universities and Institutions in planning special in person events by securing venues and ordering promotional materials
- Handled confidential documents in an organized fashion according to established protocol
- Collaborated closely with team members to achieve project objectives and meet deadlines and goals
- Maintained confidentiality of sensitive information by adhering to strict privacy policies
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
- Assisted with collecting necessary documentation to create client reports for client meetings
Finance and Insurange Manager
Flow Automotive Inc.
Charlottesville, VA
12.2009 - 11.2012
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Tracked competitor offerings and pricing structures in order to remain competitive.
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Reviewed applications against established parameters to determine approval, rejection, or modification requirements.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Drafted documents such as contracts, applications, endorsements. related to finance and insurance activities.
Education
Associate of Science - Veterinary Medicine
05-1992
- Jim Moran Business Management Conference 2003
- Joe Verde Business Management Conference 2001
- UUAC Business Skills Conference 2000
- Business Award 1981
Skills
- Scheduling meetings and calls for executives
- Maintain leadership team calendars, including coordination of staff meetings, and meetings with external organizations
- Coordinate travel planning
- Process expense reports, ensuring compliance with company travel policies
- Maintain the confidentiality of corporate and personnel information
- Proficient in Microsoft PowerPoint, Word, Excel, Outlook, and Concur Travel
- Strong ownership mentality
- Able to multi-task and produce in a fast paced, team-oriented environment
Data entry
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft outlook
Notary Republic
Reception oversight
Education and Training
other
Timeline
Administrative Assistant - TIAA Financial Services
03.2013 - 03.2025
Finance and Insurange Manager - Flow Automotive Inc.
12.2009 - 11.2012
Broward Community College - Associate of Science, Veterinary Medicine
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