Summary
Overview
Work History
Education
Skills
Websites
References
Community And Volunteer
Timeline
Generic

Tracy Topij

Fenton

Summary

Dynamic Executive Assistant and Operations Manager with extensive experience supporting senior leadership, optimizing office operations, and driving organizational efficiency across the construction, financial services, and banking industries. Recognized for exceptional time management, problem-solving, and communication skills. Adept at managing complex administrative functions, leading teams, improving processes, and delivering high-quality work in fast-paced environments. Known for professionalism, integrity, and a proactive approach to operational excellence.

Overview

23
23
years of professional experience

Work History

Office Manager

Bren-Mar Construction Company
Fenton
01.2021 - Current
  • Serve as primary liaison among executives, employees, clients, and external partners.
  • Prepare and design comprehensive construction proposals from concept through completion.
  • Manage A/R and A/P functions, including aging reports, cash receipts, and weekly check runs.
  • Ensure accurate 3-way matching, invoice processing, and vendor file maintenance.
  • Conduct insurance audits and maintain compliance with state regulations.
  • Develop and implement standard operating procedures to streamline workflows.
  • Build and maintain vendor relationships; obtain qualifications, quotes, and resolve issues.
  • Provide administrative support to project teams, including document preparation and reporting.
  • Oversee calendars, travel arrangements, meeting coordination, and event planning.
  • Maintain office organization, reception areas, and supply management.
  • Proficient in PlanGrid and Bluebeam; strong working knowledge of construction operations.

Operations Manager / Office Manager / HR Manager / CCO

Greystone Financial Group, LLC
Bloomfield Hills
01.2012 - 12.2021
  • Direct assistant to senior partners and firm directors; managed confidential client and personnel information.
  • Oversaw daily firm operations including quarterly reporting, billing, documentation, and workflow management.
  • Supervised 7 direct reports; led onboarding, training, payroll, attendance, and performance reviews.
  • Ensured SEC and FINRA compliance through policy interpretation and operational oversight.
  • Managed firm budget, general ledgers, fee income, bonus payouts, and vendor relationships.
  • Coordinated staff meetings, agendas, handouts, and minutes.
  • Organized travel, networking events, and client appreciation activities.
  • Resolved client concerns, collaborated with internal/external partners, and developed contingency plans.
  • Built strong relationships with clients, business owners, and financial partners.

Senior Client Service Representative, Account Reconcilement Processing

Comerica Bank
Livonia
01.2007 - 12.2011
  • Collaborated with Treasury Management, ACH, Fraud Services, and other departments to support retail and business banking operations.
  • Processed management validation reports, ensured compliance, and reviewed account documentation.
  • Created new procedures to increase departmental productivity and accuracy.
  • Trained and mentored team members; supported audit and disaster recovery processes.
  • Participated in a 2008 Treasury Management project converting customers to token-based fraud protection.

Varsity Cheer Coach

Lakeland High School
White Lake
01.2006 - 12.2010
  • Managed program budget, fundraising, scheduling, and event planning.
  • Oversaw team development, training, and coordination with parents, boosters, and school officials.
  • Planned bi-annual banquets for 200+ athletes and families.

Positive Pay & Input Clerk II, Account Reconcilement Processing

Comerica Bank
Livonia
01.2003 - 12.2007
  • Audited daily check activity for fraud protection and corporate account accuracy.
  • Completed monthly corporate reconcilements using ARP systems and guidelines.
  • Managed daily transaction files, SLA reporting, and electronic transmission audits.

Education

Bachelor of Business Administration -

Baker College
01.2006

Associate of Business -

Oakland Community College
01.2000

Skills

  • Executive Support and Administration
  • Office and Operations Management
  • Project Coordination
  • Financial Reporting
  • Construction proposals
  • Invoice processing
  • Vendor management
  • Operations management
  • Insurance audits
  • Event planning
  • Data retrieval systems
  • Mail handling
  • Compliance monitoring
  • Financial tracking
  • Customer service
  • Staff training
  • Financial reporting
  • Organizational skills
  • Banking operations
  • Human Resources
  • Staff Training
  • Compliance
  • Policy Implementation
  • Vendor Relations
  • Client Relations
  • Budgeting
  • Resource Management
  • Process Improvement
  • SOP Development
  • Calendar Management
  • Travel Management
  • Meeting Management
  • Construction Industry Knowledge
  • CRM
  • Reporting
  • Business Systems
  • Microsoft Office Suite
  • QuickBooks
  • Salesforce CRM
  • Bluebeam
  • PlanGrid
  • Adobe Illustrator
  • Adobe Design
  • Lotus Notes
  • Social Media Marketing
  • Reporting Software
  • 10-Key Proficient
  • Typing 70 WPM

References

Available upon request.

Community And Volunteer

  • Caleb White Project, Participant, 2016
  • Children’s Hospital, Annual Donor, 2012-Present

Timeline

Office Manager

Bren-Mar Construction Company
01.2021 - Current

Operations Manager / Office Manager / HR Manager / CCO

Greystone Financial Group, LLC
01.2012 - 12.2021

Senior Client Service Representative, Account Reconcilement Processing

Comerica Bank
01.2007 - 12.2011

Varsity Cheer Coach

Lakeland High School
01.2006 - 12.2010

Positive Pay & Input Clerk II, Account Reconcilement Processing

Comerica Bank
01.2003 - 12.2007

Bachelor of Business Administration -

Baker College

Associate of Business -

Oakland Community College
Tracy Topij