Tonja Lombroia
Tacoma,WA
Summary
Extremely professional administrative assistant with over 20 years of progressive experience looking to support the needs of a highly productive team using excellent organizational and customer service skills. Strong planner and problem solver who can adapt to change and exceed expectations.
Overview
25
25
years of professional experience
Work History
Client Services Manager
Columbia River Advisors
10.2016 - Current
- Successfully support an experienced Wealth Management team with over $450MM in assets and 300+ active clients.
- Provide administrative assistance to Financial Advisors for all investment accounts. Experience working with high net worth clients.
- Use custodian platforms (Schwab, TDA , Fidelity) to coordinate and complete client service and account maintenance requests.
- Ensure clients are on track to take their annual RMDs. Prepare any necessary paperwork and process distribution upon client request.
- Assist accredited investors with alternative investment paperwork and act as liaison between fund managers and clients. Process capital calls.
- Respond to client calls and emails regarding their account balances, funds requests, statements, paperwork and general service information.
- Arrange capital calls, wires, and ETFs as needed for clients.
- Prepare and send account paperwork to new clients and walk them through the onboarding process.
- Maintain client data within CRM (Redtail) and monitor to ensure accuracy.
- Prepare correspondence as needed on behalf of Advisors.
- Manage calendar and schedule client reviews and meetings for Advisors.
- Monitor account alerts to ensure there are no unusual transactions. Take the necessary steps if such transaction occurs.
- Coordinate and prepare for client meetings and make sure post-meeting follow-ups are completed.
- Act as liaison between Advisors, clients and custodians.
Administrative Assistant
KCI Commercial
11.2014 - 10.2016
- Managed day-to-day operations of a full service real estate firm to include leasing, sales and property management.
- Collected and deposited rent for over 20 tenants while following up on any delinquent payments. Coordinated eviction procedures if needed.
- Using QuickBooks, managed invoices and bookkeeping, paid bills and created P&L reports for owners.
- Uploaded new real estate listings and photos into the MLS system.
- Drafted and executed new or expiring leases.
- Maintained filing systems for easy retrieval of property owner, leasing and tenant information.
- Handled tenant complaints and scheduled repair techs as needed.
- Answered multi-line phone system, routed calls, and delivered messages to all agents and staff.
- Managed email correspondence, mail and faxes as well as additional clerical duties as assigned.
Administrative Assistant
GYFT Clinic
10.1998 - 10.2014
- Schedule patient appointments for an extremely busy, 4-physician office.
- Answer over 50 incoming calls on a multi-line phone system daily.
- Thrived in a fast paced, high stress environment while maintaining exceptional customer service.
- Administrative tasks to include filing, scanning, faxing and data entry using QuickBooks.
- Hire, train and supervise all front office staff.
- Function as primary liaison between physicians and sales representatives.
- Maintain medical records in accordance with company and HIPAA policies.
- Purchase office supplies and scheduled servicing of office equipment.
Education
- Associate of Arts Courses Taken
Green River Community College
Auburn, WAThe Conference For Administrative Assistants
Career Track Seminars
Portland, ORThe Exceptional Assistant
Fred Pryor Seminars
Tacoma, WASucceeding As An Administrative Professional
Fred Pryor Seminars
Portland, ORThe Outstanding Receptionist
Career Track Seminars
Tacoma, WASkills
- Highly motivated with positive a attitude
- Strong follow-up and follow-through
- Ability to prioritize a variety of time-sensitive tasks
- Team player with a strong work ethic
- High degree of integrity and confidentiality
- Ability to solve problems quickly and effectively
- Strong organizational and time management skills
- Ability to quickly learn and master new concepts
Timeline
Client Services Manager
Columbia River Advisors
10.2016 - Current
Administrative Assistant
KCI Commercial
11.2014 - 10.2016
Administrative Assistant
GYFT Clinic
10.1998 - 10.2014
- Associate of Arts Courses Taken
Green River Community College
The Conference For Administrative Assistants
Career Track Seminars
The Exceptional Assistant
Fred Pryor Seminars
Succeeding As An Administrative Professional
Fred Pryor Seminars
The Outstanding Receptionist
Career Track Seminars
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