Assistant Administrative

Stephanie K. Broomfield

adb58y@r.postjobfree.com

*** * **** ****** • Rome, NY 13440 • 315-***-****

PROFILE

Skilled at managing multi-project environments with proven experience in administrative support. Highly proficient in word processing, spreadsheet, email, and database software. Experience working in an academic setting, and the financial services industry. EXPERIENCE

Hamilton College; August 2006 – January 2020

Accounts and Records Administrator

• Supervise the acceptance, recording, and receipting of all charitable contributions from all entities and individuals. Ensure gifts are recorded in keeping with accepted standards of recording and reporting of charitable financial transactions. Also responsible for the supervision and guidance in collecting, recording, maintaining, and updating all biographic records of the College’s alumni constituents in accordance with standard operating procedures.

• Develop, maintain and run financial, analytical, and other reports for regular dissemination using CRM/Colleague database.

• Project manager for the digitization of alumni, planned gift, donor relations, and foundation records for access through the OnBase platform.

• Compile and report giving summaries for principal donors.

• Prepare and generate the Volunteer Survey for Education.

• Research and resolve data integrity issues.

• Serve as the representative with brokerage firms to facilitate the transfer and processing of gifts of appreciated securities.

• Skilled resource for information and problem resolution on contribution and constituent records.

• Coordinate with the Business Office on matters related to reconciling to the GL and preparing reports for auditor review.

Sr. Assistant, Parent Programs and Leadership Giving

• Support all aspects of the Parent and Leadership programs to ensure departmental goals are met.

• Draft, format, edit, and disseminate detailed office correspondence and documentation.

• Schedule and maintain calendars, schedule appointments, coordinate travel arrangements, and process expense reports.

• Create reports for use in research and analysis, data integrity, solicitations, invitations, and various departmental needs. Generate reports and present data for analysis and presentations using MS Excel and PowerPoint.

• Investigate issues and follow through to resolution.

• Supported the daily operations of the office by greeting visitors, managing public email accounts, tracking and processing office finances, ordering office supplies, respond to inquiries and various requests.

• Curate and revise Hamilton College Parent public website.

• Develop and document standard operational procedures for the Parent and Leadership programs.

Sr. Assistant, Annual Giving

• Provide a broad range of support to the Annual Giving department including: edit, prepare and coordinate mailings and communications; monitor and review Annual Giving budget allocations and expenses; prepare invoices and expense statements; schedule appointments, meetings and departmental events; curate data and generate reports to support business needs.

• Perform class management activities to support departmental goals. Recruit, manage, and steward class volunteers. Develop working relationships through personal contact, telephone calls, email and written correspondence.

• Prepare departmental financial reports for internal and external review. Provide comparison and trend information for the Annual Fund.

• Managed the hiring, training, and supervision of student interns. Stephanie K. Broomfield

EXPERIENCE

Comtex Information Systems, New York, NY; 1988-1990 Project Manager

• Supported system development, testing, and implementation of computer upgrades for NYC financial service clients.

• Worked on a team with clients and technology personnel to create functional specification user-documents, designed program specifications and implemented enhancements. Managed a wide variety of software programs to support clients through project cycles. IBJ Schroder Bank & Trust Company, New York, NY; 1987-1988 Assistant Vice President

• Managed Account Services Department: responsibilities included check-processing operations, federal regulatory compliances and budget development and analysis.

• Managed customer service staff that handled inquiries from domestic and international clients.

• Participated in system development, product enhancement, and system testing. Bankers Trust Company, New York, NY; 1982-1987

Assistant Vice President

• Managed staff of 60+ people with responsibilities in Money Transfer Operations, Account Services Operations and Product Development and Marketing.

• Oversaw an operating budget of $1.5 million. Responsible for customer relations and inquiries, back office operations, system developments and enhancements, and quality assurance.

• Participated in college recruiting for management trainees.

• Marketed a funds transfer workstation product to international clients. Responsible for installation and training at client sites.

COMMUNITY

SERVICE

• The Women’s Fund of Herkimer and Oneida Counties; Grants Committee Chair and Board member

• Clinton Central School District Planning Team member

• Site-Based School Council Parent Representative

• Pelham Art Center – Gala Committee

• Pelham PTA Board Member, Publicity Chairman

• Pelham Children’s Center Board member

SKILLS

Advanced proficiency with MS Word, Excel, PowerPoint, Colleague Advancement, and Informer

(a web-based data reporting and analytics platform). Extensive experience drafting, editing, formatting, and distribution official correspondence. Excellent skills in translating data and analysis to support business objectives. Ability to develop strong partnerships across teams and organizations. EDUCATION

New York University

Bachelor of Arts, double major in Economics and Urban Design Graduated cum laude

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