VERONICA MUELLER
Frisco,Texas
Summary
Driven and resourceful administrative professional with [Number]+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
23
23
years of professional experience
Work History
Executive Assistant
Scherer Financial Advisory Services, LLC
08.2021 - 10.2022
- Greet clients, customers and visitors
- Screen incoming phone calls
- Prepare materials for client meetings and prospect presentations
- Initiate and process opening and closing of accounts including paperwork preparation and processing as well as asset transfers to/from prior/new custodian(s)
- Perform a complete accounting of prior business day's activities, input requests for cash and schedule distributions, verify cash balances, and input requests for cash raises, and perform miscellaneous client account maintenance
- Assist Compliance team with annual audit preparation
- Maintain extensive calendars for Financial Advisors
- Maintain CRM database
- Complete expense reports
- Handle correspondence, mail requests
- Online file organization & document management
- Maintain order and verify receipt of office supplies
- Maintain SEC compliance calendar
- Maintain SEC/FINRA licenses updated
- Review client books on a quarterly basis
- General client invoices / deductions.
Executive Assistant to Principal
Staley Middle School
07.2018 - 08.2021
- Worked directly with Principal to create school budget for the year
- Filtered calls, visitors, and emails for Principal
- Responsible for maintaining and reconciling school budget monthly
- Maintain school calendar with all activities for school year including registration
- Maintain principal and assistant principal’s calendars
- Coordinate all travel for administration on campus as well as coordinated all student field trips, UIL events, and athletics travel to and from
- Logistics: Receive, store, and issue supplies and equipment; oversee all work orders; Submit purchase orders through school system E-Finance
- Maintains and assists in keeping ledgers, files, and inventory to perform bookkeeping tasks according to established procedures for using school funds and federal funds
- Maintain teacher files, certifications, compliance trainings and prepare written correspondence, forms, schedules, and reports
- Manage front office staff
- Prepare daily pupil attendance reports and maintain school budget, reconcile monthly and submit reports to fulfill County, State, and Federal requirements
- Translate all outgoing documentation to parents
- Cooperate and provide an environment conducive to maximizing teamwork
- Additional Initiatives: Identify opportunities to support school initiatives and develop communication materials and programs to promote and publicize activities via social media and print
- Build and foster collaborative relationships with local communities and other departments within the school to stay informed and abreast of new initiatives, best practices of approach to support student’s learning.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Handled confidential and sensitive information with discretion and tact.
- Organized and coordinated conferences and monthly meetings.
- Answered high volume of phone calls and email inquiries.
- Took notes and dictation at meetings.
Data Clerk/Receptionist
Early Childhood School
04.2015 - 06.2018
- Support Office Staff by: Welcoming and Greeting Visitors via telephone, face-to-face
- Provided data clerk support; Maintained 963 student files with accuracy, to ensure ADA and PEIMS guidelines
- Maintain class roster attendance and created specialized tracking report system for Child Nutrition eligibility
- Collaborated with Special Needs department to place students and monitor legal changes in student files
- Ability to bridge communication gaps and act as bilingual clerk via student enrollment, or withdrawal
- Draft correspondence for school reporting and parent awareness as needed.
Operations Administrator (Part Time)
Preservation Management Capital
10.2012 - 07.2013
- Reconcile brokerage statements to portfolio system
- Manage and prepare client performance reports monthly
- Automate reporting system.
Oil and Gas Administrator (Part Time)
St. James Investment Company
12.2011 - 10.2012
- Responsible for coordinating collection, preparing for submission, and storing all deliverable paperwork/ files for all projects, as per individual contract requirements
- Tracked customer and job data in Microsoft Excel and customer workforce system; process labor and subcontractor entries daily using transaction system (WINS) and update and track all Oil and Gas royalty payments
- Processed documentation of buying/selling of oil rights
- Maintained filing system for customer logs, vendor materials, supplies, repair parts and rentals and operated office equipment, such as fax machines, copiers, and phone systems.
Investment and Operations Manager
Tolleson Wealth Management
06.2005 - 05.2010
- Lead and directed a team of three (3)
- Managed overall office operations including analysis reporting of 150 client’s accounts and money movement performance monthly (domestic and internationally) to include UTMAs and IRA
- Automate and develop new methodologies for tracking and reporting investments across multiple platforms
- Reconcile brokerage statements and managed over 1,000 assets and portfolio accounts via accounting systems, reports, and trust accounts
- Managed over $2Billion hedge fund accounting accounts for in-house Partnership
- Process daily equity trades via brokerage accounts such as purchases and sells of mutual funds and stocks including limit, GTC, and options trading orders
- Reconcile tax basis information against brokerage statements, confirm transfer of cost basis and gifted stock and trained employees via Advent Axys, Advent Partner.
Executive Assistant to CEO
Tolleson Wealth Management
06.1999 - 06.2005
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Improved office efficiency by implementing new filing systems and document management processes.
- Assisted in the development of company policies and procedures, contributing to a more organized work environment.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for the company.
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Filed paperwork and organized computer-based information.
- Worked with senior management to initiate new projects and assist in various processes.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Education
University of Texas Arlington
Skills
- C-Level Executive
- E-Finance
- Customer Service
- Budget
- Data Entry
- MS (Suite, Access, Excel, Word, PowerPoint)
- Contracts
- Community Outreach
- Purchasing
- Social Media
- Communication
- Office Management
- Expense Reporting
- Administrative Support
- Travel Administration
- Scheduling
References
References available upon request
Timeline
Executive Assistant
Scherer Financial Advisory Services, LLC
08.2021 - 10.2022
Executive Assistant to Principal
Staley Middle School
07.2018 - 08.2021
Data Clerk/Receptionist
Early Childhood School
04.2015 - 06.2018
Operations Administrator (Part Time)
Preservation Management Capital
10.2012 - 07.2013
Oil and Gas Administrator (Part Time)
St. James Investment Company
12.2011 - 10.2012
Investment and Operations Manager
Tolleson Wealth Management
06.2005 - 05.2010
Executive Assistant to CEO
Tolleson Wealth Management
06.1999 - 06.2005
University of Texas Arlington
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