Diana Martin
Administrative Assistant @RBC Wealth Management
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WORK HISTORY
Administrative Assistant @RBC Wealth Management
Wilmington, DE
SPECIAL PROJECT ASSOCIATE/ADMINISTRATIVE ASSISTANT March 2015 - PresentRBC Trust & Wealth Management Wilmington, Delaware• Prepare account opening documentation for the IA teams and follow up on documentation with clients, as required• Execute on client requests and transactions as necessary and prepare client review materials, correspondence, and reports• Coordinate marketing initiatives, using digital and print and organize client event logistics, catering, managing guest lists, etc.• Coordinate monthly Management Team meetings, Board of Directors, In addition to Monthly Employee meeting Luncheons.• Provide high level concierge service to clients to ensure client experience is first-class• Prepare and process monthly expense reports• Prepare monthly meeting minutes for managing director and VP’s• Utilize contact management system for daily task management• Maintain expense records and spreadsheets, filing and general administration• Daily client customer service support• Daily calendar management• Conduct travel arrangements• Coordinate couriers and mailings for clients or prospects• Provide exceptional support to the Managing Director and VP’s
EDUCATION
Delaware Technical Community College
Business Administration and Management, General
Wesley College
Business Administration and Management, General
SKILLS
ABOUT DIANA MARTIN
Executive/ Administrative Assistant,Office, and Human Resources Professional. Administrative experience includes C-Level support for multiple direct reports featuring heavy scheduling and calandering as well as travel arrangements, presentation prep, drafting and editing communications, gate keeping, reports, event planning. To obtain a position in the financial and customer service field with a company I can grow with, that will allow me to utilize my communication, leadership and strong organization skills. I am a team player and highly motivated with strong interest and abilities in client service. I also hold a solid work record and have demonstrated my non-supervised dependability in various job position. In addition, I\'m savvy with the ability to exercise discretion to highly confidential/sensitive information. She is also technically capable possessing strong skills in MS Office applications, Global office, Global plus, SAP, Office Teams, and SharePoint. Certified in several MS Office applications as well as business writing.
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