THERESA Baker
Birmingham,AL
Summary
Dependable professional with excellent communication, critical thinking, and organizational skills seeking full-time employment. Proficient in Word, Excel, PowerPoint, and knowledgeable in Yardi.
Overview
26
26
years of professional experience
Work History
Property Manager Assistant
Graham & Company, LLC.
Birmingham, AL
06.2017 - 10.2024
- Resolve any issues the tenants are having in a timely manner
- Log all checks from tenants and forward them to AP
- Serve as main point of contact for internal and external communication with properties and tenants
- Provide administrative support to the Property Manager, as well as to various team members.
Registrations / Insurance Licensing Coordinator/Compliance Department
STERNE AGEE & LEACH, INC.
Birmingham, AL
03.2008 - 02.2016
- Processed all aspects of securities registration and insurance licensing for three broker-dealer affiliates and also worked with affiliated Investment Advisor
- Enforced firm(s) meet FINRA requirements as outlined in rules
- Maintain books and records required by various SRO's such as FINRA, NYSE, etc
- And the SEC and states
Client Services Associate / Receptionist
UBS FINANCIAL SERVICES, INC.
Birmingham, AL
03.1999 - 09.2007
- Performed quality assurance checks on all documents related to client projects.
- Represented the firm as a member of the Birmingham Service Excellence Group committee.
- Provided exceptional customer service to clients by promptly responding to inquiries and resolving issues.
Receptionist / Cashier
UBS FINANCIAL SERVICES, INC.
Birmingham, AL
03.1999 - 09.2007
- Receptionist duties included, but were not limited to, answering multiple phone lines and daily mail distribution for all office personnel.
- Provided initial interaction with all visitors to determine and help with the purpose of their visit.
- Cashier duties included processing and depositing checks and stock certificates, organizing, and filing all cashiering-related books and records, verifying signatures for letters of authorization, collaborating with financial advisors and client assistants to handle any other cashiering-related client issues as they arose, and delivering daily bank deposits and related data entry.
Education
Graduate -
Minor Christian High School
Skills
- Proficient Interpersonal Communication
- Accounts Payable/Receivable
- Experienced with Microsoft Excel
- Skilled in Creating PowerPoint Slides
- Skilled in Utilizing Yardi Software
- Collaborative Teamwork
Timeline
Property Manager Assistant
Graham & Company, LLC.
06.2017 - 10.2024
Registrations / Insurance Licensing Coordinator/Compliance Department
STERNE AGEE & LEACH, INC.
03.2008 - 02.2016
Client Services Associate / Receptionist
UBS FINANCIAL SERVICES, INC.
03.1999 - 09.2007
Receptionist / Cashier
UBS FINANCIAL SERVICES, INC.
03.1999 - 09.2007
Graduate -
Minor Christian High School
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