Stephanie Rautio - Virtual Assistant

EXECUTIVE
SUMMARY

Responsible,
motivated, and reliable executive assistant offering over ten years of successful
experience as an administrator and office manager. Experience includes:

· securities compliance liaison · equities coordinator · human resources
·
assistant to company president · life insurance illustrations ·
employee benefit management
· financial management · customer
relations · financial reporting
· presentation creation ·
system and form creation · problem solving
· account maintenance
· payroll coordination · employee training
· commission
and payroll coordination · network/voicemail management · portfolio
reporting

ACCOMPLISHMENTS

¨
Obtained Series 7 and Series 63 securities licenses, and Colorado Life & Health
Insurance License.
¨ Monitored rep activities to ensure compliance with
NASD regulations.
¨ Created, audited, and balanced various internal financial
reports.
¨ Expanded and supplemented already existing internal reports.
¨
Customized computer applications to reach maximum results.
¨ Created office
procedures manual and employee handbooks.

PROFESSIONAL
EXPERIENCE

GRAYHILL LLC, Denver, CO December 1998 - August 2005
Executive Assistant/Equities Coordinator/Office
Manager

Assisted
Company President/OSJ/Branch Manager.

Functioned
as Compliance Liaison with our Broker/Dealer.

Served as Equities Coordinator - placed trades, recorded securities transactions on blotter,
maintained files.

Coordinated securities classes & licensing for new securities reps.

Calculated various internal accounting reports, including commissions, income/expense, and internal billing.

Adapted existing internal financial reporting systems to maximize efficiency.

Developed
multiple linked reporting systems using Excel.

Printed and mailed quarterly and YTD portfolio reports.

Acted as support for both representatives and clients.

Handled accounts payable, payroll, and bimonthly commission payments to reps in-house as well as satellite offices.

Issued annual 1099 reports for three companies.

Monitored annual broker/dealer audits, supplied requested information, and implemented requested changes.

Reconciled and balanced bank accounts for four companies using Peachtree Accounting.

Responsible
for bimonthly payroll, interviewing, benefits, 401(k), employee files.

Calculated monthly and quarterly tax payments.

Created Power Point presentations for seminars and for client acquisition.

Maintained firm's computer systems.

Typed all business and personal correspondence for Company President.

Managed all aspects of the office, including supplies, bank deposits, special meetings, and internal billing.

Worked with ADP TotalSource on employee enrollments, benefits, maintenance, and special issues.

PROFESSIONAL
HEARING SERVICES-COLORADO, Littleton, CO August 1995-November 1998
Office Manager

Coordinated financial responsibilities for three companies within this firm.

Calculated and prepared payroll for the entire staff.

Prepared quarterly tax statements to ensure timely and correct filing.

Reconciled and balanced bank accounts using Peachtree Accounting.

Recorded and processed all accounts payable and receivable.

Managed all front desk responsibilities, including patient contact, customer relations, scheduling appointments, inventory, minor hearing aid repairs and hearing aid
programming.

Handled administrative duties, including creation of new forms and documents, maintenance of administrative files for all three companies, creation of new patient files, ordering and maintenance of inventory, and typing correspondence.

POWERS
FAMILY CHIROPRACTIC, Denver, CO December 1994-August 1995
Chiropractic Assistant

Managed front desk responsibilities, including communications with patients, answering
and directing telephone calls.

Scheduled appointments, administered data entry, and maintained patient files.

Handled financial responsibilities, including monthly billings (both cash and insurance).

Prepared bank deposits and set up financial arrangements with patients.

EDUCATION

Northland College - Dunbar, WI Bachelor of Arts Degree in Counseling 1994
Graduated Magna
Cum Laude

COMPUTER KNOWLEDGE

Platforms

Windows 3.1, 95, 98, ME, XP

Applications

Microsoft Office - Power Point, Word, Excel, Outlook
ACT!

WordPerfect (5.1 and 6.0)
Peachtree Accounting
Statement One
Streetscape
Onyx Telephone System

LICENSES

Series 7
Series 63
Colorado Life & Health Insurance (Lapsed)

LANGUAGES

Sign language

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