WENDALYN SHOCKLEY
840 West Riverside Drive * Lanexa, VA 23089 * * Tel: (804)
387-6464
Highly-dedicated EXECUTIVE ADMINISTRATIVE ASSISTANT, specializing in providing
comprehensive program support, financial analysis, reporting and documentation
within complex and dynamic professional settings.
FINANCIAL REPORTING * CLIENT PERFORMANCE EVALUATION * DATA MANAGEMENT
PROGRAM SUPPORT * ISSUE RESOLUTION * DOCUMENTATION * QUALITY
ASSURANCE
SUMMARY OF QUALIFICATIONS
COMPREHENSIVE ADMINISTRATOR: Broadly-applicable administrative, operational and
leadership experience, generating outstanding results in the areas of data
integrity, quality assurance and organizational productivity.
DETAIL-ORIENTED ANALYST: Displays the highest degree of attention to detail and
leverages innovative research techniques and available technology in order to
review and analyze detailed financial information and reports.
SUPERIOR COMMUNICATOR: Effective via written or verbal interactions; possessing
highly-engaging presentation skills, exceptional recordkeeping and documentation
capabilities, professional telephone and email etiquette.
ORGANIZED PROFESSIONAL: Instinctive time-management and prioritization skills
and demonstrated capacity to coordinate numerous objectives at a given time and
break complex tasks down into smaller steps for completion.
ANALYTICAL PROBLEM-SOLVER: Proactive and resourceful in the seamless resolution
of emerging and existing issues, displaying impressive analytical ability and
problem-solving skills in the pursuit of organizational goals.
PROFESSIONAL EXPERIENCE
WELLS FARGO Richmond, VA
SENIOR ADMINISTRATIVE ASSISTANT / MARKETING ASSISTANT July 1997 - October
2009
* Prepared and reported return information to numerous consultants for
monitoring purposes; completed performance measurement for Trust Accounts,
identifying and resolving all emerging and existing issues.
* Performed continuous review and analysis of daily reports and programs to
ensure completeness and accuracy, facilitating optimal data integrity and ongoing
quality assurance through the development and filing of reports.
* Applied exceptional analytical ability, attention to detail and
professionalism in dealing with confidential reports and sensitive client
information, researching returns on Bloomberg as well as updating monthly
reports.
* Planned, organized and prepared engaging marketing materials, including:
charts, presentation booklets and performance booklets; provided comprehensive
assistance and insight with regard to presentation booklets.
* Efficiently facilitated all administrative and operational tasks required to
support management and office functions; arranged company trips, assisted with
receptionist duties and completed other tasks, as necessary.
NATIONSBANK Richmond, VA
ADMINISTRATIVE ASSISTANT III June 1990 - July 1997
* Completed detailed review and analysis of financial indicators in order to
measure performance for Trust Accounts and evaluate stock and bond performance
against National Standard (supplied by Indata Service Co.).
* Provided investment recommendations and performed estate evaluations, took
broker quotes, prepared bid trade sheets, entered trade orders, researched and
solved bond trade problems and executed bond trade tickets.
* Supported operations by developing charts and presentation materials,
maintaining computer systems, training new employees, purchasing supplies and
recording / reconciling internal expenses and departmental invoices.
NATIONSBANK, CONT'D
ADMINISTRATIVE ASSISTANT III (WITH TRADER) June 1986 - August 1990
* Assisted in all aspects of the trading cycle, taking broker quotes and
documenting broker commissions, entering trade orders, tracking and recording
daily stock trades as well as researching and resolving stock trade issues.
* Performed various financial, marketing and operational management tasks, such
as: monitoring and recording internal expenses, organizing and creating charts
and presentation booklets as well as ordering office supplies.
* Prepared and delivered engaging presentations and supporting materials while
attending and contributing to Closely Held Committee meetings, discussing trends
and issues effecting the performance of client accounts.
MILITARY EXPERIENCE
LIEUTENANT (INSTRUCTOR / OFFICER), United States Navy Sea Cadet Program,
Richmond, VA, 2002 - Present.
EDUCATION
ASSOCIATE OF SCIENCE (AS): BUSINESS ADMINISTRATION
ASSOCIATE OF SCIENCE (AS): PERIPHERAL EQUIPMENT (COMPUTERS)
J. SARGEANT REYNOLDS COMMUNITY COLLEGE Richmond, VA
DIPLOMA: COLLEGE PREPARATORY CURRICULUM
GILL SCHOOL Richmond, VA
MEMBERSHIPS AND COMMUNITY INVOLVEMENT
MEMBER, U.S. Navy League, citizens / civilians leading tours of naval vessels,
2002 - Present.
VOLUNTEER, DreamCatchers Organization, horse ranch for handicapped children,
Toano, VA, 2009 - Present.
TECHNICAL SUMMARY
SOFTWARE: Proficient in Windows O / S as well as Microsoft Professional Office
Suite, including: MS Word, Excel, PowerPoint, Outlook, Publisher, Illustrator and
Internet Explorer; knowledgeable of Harvard Graphics, FirstCall, FactSet, AT
Financial and Bloomberg Financial applications.
PROFESSIONAL REFERENCES
DENISE GOFF
2306 Sleepy Hill Road
Richmond, VA 23236
[Send email to request phone number] 52-9341
JAN HAYDEN FREEMAN
9212 Oak Springs Court
Richmond, VA 23229
[Send email to request phone number] 47-4812
MARGARET VENABLE
1419 Lady Ashley Court
Midlothian, VA 23114
[Send email to request phone number] 53-7692
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