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Administrative Assistant Resume
Administrative Assistant Resume
Theresa
US
10+ yrs
Administrative Assistant
My goal is to acquire an administrative assistant position where I can use my interpersonal skills, attention to detail, and computer proficiency in a wide-variety of software in addition to my organizational and multi-tasking skills at a company that values company loyalty and enthusiasm.
Implemented client requests.
Fifth Third Bank, FL Sr. Administrative Assistant 2001-2002
Key Private Bank, FL Administrative Assistant 2000-2001
Responsible for administration of clients' trust accounts.
Maintained day-to-day administrative tasks of estates, trust custodies,
investment management, escrow accounts in accordance with their governing instruments, clients' needs and bank policy.
Prepared and maintained internal documents such as account acceptance forms (ticklers, beneficiary records, etc.), collect and deliver assets for safekeeping and prepare receipts.
Implemented client requests for bill paying, wire transfers, banking assistance and miscellaneous needs.
Worked closely with attorneys and CPA's to handle closings, distribution of assets and estate related matters.
Cravath, Swaine & Moore, NYC Administrative Assistant 1997-1999
Assemble information from 401(k) plan participants and reconcile with information provided by custodian and investment managers.
Administer partner's medical plans.
Administer partners' dependent care plan.
Maintain list of stocks that Firm employees may not invest in and answer inquiries from employees regarding same.
Prepare bank deposit.
Integrated Comm.Ventures, NYC Secretary/Receptionist 1996-1997
Supported staff with secretarial skills such as typing as well as transcribing (from Dictaphone) correspondence and reports, filing and answering busy telephones.
THERESA M. PALUMBO (page 2)
Northern Trust Bank of Florida Administrative Assistant 1991-1996
Southeast Bank, NA, FL Administrative Assistant 1989-1991
Responsible for administration of clients' trust accounts.
Maintained day-to-day administrative tasks of estates, trust custodies, investment management, escrow accounts in accordance with their governing instruments, clients' needs and bank policy.
Prepared and maintained internal documents such as account acceptance forms (ticklers, beneficiary records, etc.), collect and deliver assets for safekeeping, and prepared receipts.
Implemented clients requests for bill paying, wire transfers, banking assistance, and miscellaneous needs.
Worked closely with attorneys and CPA's to handle closings, distribution of assets and estate related matters.
Prepared and filed estate forms and documents.
Equity trader in trust investments for 2 1/2 years.
Skills:
Knowledge of Windows 95/98/2000/Professional/XP, Word, Outlook, Lotus Notes, Access, Excel, Word Perfect 6.0, Dictaphone
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