Alexis Milburn

Role
Administrative Assistant at Merrill Lynch
Location
Warwick, NY, US
LinkedIn followers
500 followers

About Alexis Milburn

Experienced Administrative Assistant with a demonstrated history of working in the…

Experience

  1. Administrative Assistant

    Merrill Lynch

    Mar 2017 — Present

    Schedule and coordinate meetings, and interviews for upper management • Purchase and maintain office supply inventory, adhering to outlined budget practice put in place • First point of contact for client inquires, in person, and by phone • Monitor all house account alerts including restrictions, violations, collateral/maintenance/margin calls, deposits, check declines, suspicious activity while managing deadlines. • Serve as the branch BSA officer • Work closely with the compliance and operational teams to ensure bank procedures, and policies are being implemented and correctly followed • Responsible for analysing and distributing all of the reporting for the office each day • Aid operations in daily wire transactions out of the branch • Accountable for analysing, investigating, and reporting politically exposed persons & negative new reports to management. • Organized and managed branch office intern program.

Skills

  • Higher Education
  • Time Management
  • Leadership
  • Event Planning
  • Teaching
  • Sports
  • Curriculum Development
  • Powerpoint
  • Microsoft Word
  • Social Media
  • Research
  • Management
  • Event Management
  • Social Media Marketing
  • Social Networking
  • Outlook
  • Customer Service
  • Microsoft Office
  • Teamwork
  • Public Speaking
  • Sales
  • Facebook
  • Microsoft Excel

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Alexis Milburn — Administrative Assistant at Merrill Lynch in Warwick, NY, US | Unifers