Venett DeHerrera
Denver,CO
Summary
Highly accomplished professional, Adhere to industry regulations and standards, including strong analytical, and communications skills. Proficient in making sound judgment decisions and highly confidential matters. Known for integrity, critical thinking and leadership.
Overview
16
16
years of professional experience
Work History
Branch Office Administrator
EDWARD JONES
Thornton, CO
11.2023 - Current
- Delivering exceptional personalized service to ensure clients feel understood and informed, Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, Actively listen for situations in the clients’ lives that may indicate a need for additional services, Driving marketing activities such as planning and executing events, Ability to deepen and broaden client relationships, Ability to identify opportunities to create efficiency, Strong ability to work independently, Ability to manage multiple priorities in a deadline driven environment
- Expense reimbursements, Scheduling, ACH, Money Guide and Salesforce internal systems
- Proficient in current and new office technology and a willingness to learn how financial services/markets work.
Administrative Professional
NATIONAL JEWISH HOSPITAL- Department of Medicine
Denver, CO
01.2022 - 02.2022
- Supported 14 Physicians/Faculty/Scientists, Facilitate Pulmonary Conferences, either via Zoom or in person
- Create invites for lectures and lecture materials for distribution
- Manage calendars and meetings for Critical Care Faculty, Expense report submissions, Reimbursements
- Event Planning, Arrange Local and International Travel, Assist with outlining research from The National Library of Medicine & PubMed, maintain data to help write papers with EndNote, and track feedback for research, presentations and speeches using the appropriate software, Hotel Reservations, Catering, Meeting Materials, Email invites, Copy Center, Guest Speaker Planning
- Collaborate with Faculty and assist with outlining research from The National Library of Medicine & PubMed, maintain data to help write papers with EndNote, and track feedback for research, presentations and speeches using the appropriate software.
Office Manager / Senior Administrative Assistant - Wealth Management
TIAA
Boulder, CO
10.2016 - 11.2020
- Supported 5 Wealth Management Advisors, 2 Client Relationship Consultants and 1 Managing Director, As the voice of TIAA, answered incoming calls and provided general information to clients, or routed them to appropriate advisor or provided client resolution
- Scheduled in-office client meetings, managed and maintained front office and client greetings-meet and greet
- As an Associate, my responsibilities were to process client forms and checks, process incoming correspondence and mail while maintaining various files and tracking systems in accordance with FINRA regulations
- Create internal/external correspondence with Microsoft Office, as well as internal data base systems
- Work in close relation with our Institutional Administrators and act as a liaison with their consultants/clients
- Ordering Office supplies and all Marketing materials, USPS meter machine, FedEx/UPS shipping, daily mail - ingoing/outgoing, Maintained copy machines - ordering ink, copy paper, Maintained client parking passes
- Worked with Properties, Facilities, and Leadership to maintain the well-being of the office, Confidential matters.
Senior Administrative Assistant - Wealth Management
TIAA
Denver, CO
08.2008 - 10.2016
- Supported 7 Wealth Management Directors, Managed calendars - meetings with business partners, Travel, Expense report submissions, Confidential matters
- Event Planning, Team Retreats, Travel, Hotel Reservations, Catering, Meeting Materials, Email invites, Copy Center, Guest Speaker Planning, Interviewing, Interview emails/phone to candidates, New Hire Forums
- Handled Executive Visits, Hotel Reservations, Meeting invites, Car service, Worked with CEO and other Executive Leadership team members and their Assistants while in Denver
- Onboarding New Hire Advisors/Administrative Assistants, Travel, Hotel Reservations, Corporate Log-ins, Company Badge- worked with Human Resources, Worked with Audio Visual team for all meetings, Training New Hire Administrative Assistants, Assisted with Terminations and working with Human Resources
- Pilot Programs: Invited to participate in numerous National and Regional New Processes, Database access Testing.
Education
Management Certification for Contractors and Builders -
UNLV
Westminster, CO -
Iver C. Ranum High School
Skills
- Strong analytical and communication skills
- Sound judgment and decision-making abilities
- Integrity, critical thinking, and leadership
- Ability to deliver exceptional personalized service
- Strategic business planning and development strategies
- Active listening for client needs and opportunities for additional services
- Marketing planning and execution of events
- Client relationship management and deepening relationships
- Efficiency identification and implementation
- Independent work ability with strong prioritization skills
- Proficiency in current office technology
Timeline
Branch Office Administrator
EDWARD JONES
11.2023 - Current
Administrative Professional
NATIONAL JEWISH HOSPITAL- Department of Medicine
01.2022 - 02.2022
Office Manager / Senior Administrative Assistant - Wealth Management
TIAA
10.2016 - 11.2020
Senior Administrative Assistant - Wealth Management
TIAA
08.2008 - 10.2016
Management Certification for Contractors and Builders -
UNLV
Westminster, CO -
Iver C. Ranum High School
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