123 Fake Street, City, State, Zip Code Cell: 000-000-0000 Email: firstname.lastname@example.org
Results-driven and highly skilled operational administrator with over 17 years of experience providing diverse operations direction in fluid, fast-paced environments. Routinely relied upon by senior management for exemplary leadership abilities, cross-functional team collaboration, and project coordination skills. Recognized as an effective leader with impressive process improvement concepts and staff training and development capabilities. Open and clear communicator with demonstrated strategic vision and disciplined execution.
Team Leadership Operational Management Process Improvements Strategic Planning Quality Assurance Project Management/Coordination Regulatory Compliance Administrative Oversight
Senior Administrative Assistant 11/2013 to Current TIAA-CREF Waltham, MA Furnish superior operational guidance and administrative support to sales, wealth management advisement team, and distribution strategy managers. Ensure optimal operating efficiency, precise scheduling, and problem resolution for clients, managers, and the business unit as a whole. Streamline operations by instituting proficient processes enveloping file organization, accurate check processing, and correspondence creation/dissemination. Manage tracking systems and marketing materials in accordance with FINRA regulations. Lead teams in skillful calendar management, meeting coordination, and facilities/resources utilization. Create comprehensive internal/external reporting and correspondence by exploiting in-depth data and research. Align operations with mission objectives and ensure compliance with company policies and procedures. Facilitate team training initiatives to maximize productivity and drive operational excellence. Branch Operations Administrator/Senior Administrative Assistant 04/2013 to 11/2013 TIAA-CREF City, State Valued partner in branch operations administrator pilot program providing regulatory support to OSJ regional branch complex market. Maintained marketing collateral and provided leadership and support to entire administrative team. Periodically conducted workspace evaluations to ascertain level of adherence regarding clean desk procedures. Administered ongoing training to administrative staff in an effort to achieve a fully cross-functional team. Processed all transactional forms, correspondence, and checks, with appropriate follow through across all processing areas to forge compliance with principal review standards. Led new staff orientation procedures to establish optimal conformity measures. Senior Administrative Assistant 10/2007 to 04/2013 TIAA-CREF Waltham, MA Operational support and administrative oversight to financial and management team, including serving as subject matter expert in improving outdated procedures. Partnered with management to coordinate new branch opening and start-up resulting in a seamless operation. Methodically reviewed scheduling and held valuable knowledge sharing sessions with administration team highlighting strategic approaches to optimizing scheduling fulfillment. Drove process improvements on antiquated procedures by developing innovative methods for optimal efficiency. Represented the management team on all administrative functions and collaborated on various system and process updates, including facilitating training and coordinating on-site seminars. Main point of contact for financial advisement clients via phone, e-mail, and written correspondence. Integral contributor in pilot groups for Power Image and Scan Pro systems; led training surrounding these systems. On-site compliance administrator ensuring all administrative staff members were appropriately assimilated to new systems and compliance procedures. Executed random evaluations to ensure adherence of client confidentiality and assisted with operational audits.