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yyyyyy x. yyyyyy

(781) 0000 xxxxxx xxxx , xxxx , xxxxx




profile of qualifications


productive, results-focused administrative professional specializing in executive-level support, account management, client relations, and confidential communications within diverse business sectors eager to contribute 14+ years experience toward maximizing an employer s success.  top-performer with the ability to make decisions which reflect positively on business productivity, corporate well-being, and client satisfaction.  excellent communicator who can complete multiple assignments within deadline-driven environments.  ambitious self-starter who demonstrates superior attention-to-detail and sharp decision-making talents.


key areas of expertise


executive-level support                            business communications                   data / records management                  microsoft office suite

fiscal review / management                    strategic analysis                                presentation preparations                       microsoft pagemaker

contract negotiations                                client / vendor relations                     correspondence drafting                        citrix systems


professional synopsis


realtor / csp

experience prudential town & country real estate, wellesley hills, ma                                                                         2006 c 2009


         met and / or exceeded set business goals by performing fair real estate negotiations / sales transactions to include providing objective client counseling with prospective buyers and dynamically previewing, identifying, and showing key properties.

         contributed solid administrative support skills by preparing all confidential contracts and paperwork, along with working with attorneys, home inspectors, appraisers, and other real estate agents / brokers to attain seamless organizational processes at all times.

         played a vital role in establishing valuable relationships with clientele by promptly responding to and resolving business challenges.


investment & trust officer

charles schwab / u.s. trust company of florida, boca raton, fl                                                                                        2000 c 2004


         strategically steered account management of high-net worth relationships while maintaining profitable quality control efforts to include reviewing data, month- and year-end reports / trade resolutions, opening processes, and distributions, among others.

         supported trust administration and portfolio activities for retention of affluent private banking clientele, along with proficiently executing trades while handling / tracking all necessary documentation for dissemination.

         delivered high-quality professional sales service to include offering consultation regarding products and trading strategies.


assistant client relationship manager

mellon bank, boston, ma                                                                                                                                                                 1998 c 1999


         utilized broad scope of industry and professional services knowledge to manage high-net worth client accounts with a minimum of $100 million to include actively following up on critical trade settlements to ensure optimal client relations at all times.

         demonstrated superior business support abilities toward organizing and distributing daily asset reports for investment analysts, along with generating and reviewing month- and year-end reports, account distributions, and additional data as required.


sales assistant

salomon smith barney, beverly hills, ca / boston, ma                                                                                                             1995 c 1998


         maximized bottom-line results by assisting sales management with the coordination of all branch-wide mutual fund activities and sales team meetings to include directing trade settlement and reconciliation support efforts.

         established leads to improve sales, marketing, and investment strengths and researched population sectors to identify prospective clientele.

         prepared individual-specific proposals and presentations for clients by accurately analyzing current economic / market conditions.


supplemental experience


founder / president

beautique supply, inc., boca raton, fl / wellesley hills, ma                                                                                                  2004 c 2007


         drove business start-up operations by creating and developing a private line of all natural skin care for women to include handling all sales, distribution, and relationship management with valued b2b and retail clientele.

         interfaced with chemists, manufacturers, and suppliers to organize production and structured procurement by completing retailer rfps.

         built a strong sales team to promote products to a diverse clientele while conducting all financial analysis and data reviews.




bachelor of science in marketing                                                                                                                                            boston college

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