Administrative Supervisor
CurrentAdministrative Supervisor Waddell & Reed, Inc. – Pittsburgh, PA• Managed the retention, protection, retrieval, transfer and disposal of records in accordance with the compliance policies and procedures• Promoted good customer relations by positive and professional handling of all public contacts in the office, by telephone, and correspondence• Supported the Field Leaders to enable strong working relationship with personnel in the Region• Opened, closed and transferred client accounts• Ensured client transfer agency transactions were processed on a timely basis• Processed the payments pertaining to branch office expenses and prepared expense reports• Approved the daily time reporting of the field offices administrative staff, including the approval of field administrative staff time cards and time off requests.• Served as a liaison to ensure company issued office equipment is functioning, i.e. copier, fax machine, voice mail, telephone/internet system, etc.
