Vicki Schisler

Experienced administrative professional with over 20 years of diverse experience in office administration, client services, financial operations, and elderly care. Skilled in managing front desk operations, scheduling, document processing, and customer communication. Strong background in financial services, including account maintenance, transaction processing, and trust operations at institutions like Wells Fargo Advisors, Citigroup, and regional banks.

Adept at multitasking, organizing, and maintaining a high level of professionalism in fast-paced environments. Proven ability to support both clients and internal teams effectively.

Receptionist at Howell's Tax Service (2019-01 – 2024-04)

• Answer phones
• Make appointments
• Greet and assist clients with general questions
• Filing and coping
• Cleaning and organizing offices

Elderly Care Provider at Jonesboro, AR (2014-07 – 2018-05)

• Assisted elderly family members with daily tasks
• Made medical appointments and made sure daily medication was taken
• provided transportation
• grocery shopping
• house cleaning
• meal preparation

Client Associate at Wells Fargo Advisors (2011-08 – 2014-07)

• Provide market quotes
• request for statements and/or confirm copies and respond to client inquiries regarding account activity
• Answer the phone, make client appointments, and prepare written correspondence for financial advisors
• handles administrative and operational duties
• filter the financial advisor's phone calls
• assist financial advisors in planning client events and seminars
• utilize Wells Fargo computer systems to open and process new accounts and account maintenance
• Maintained action items, non-sufficient notifications, margin calls, missed distribution, stock due, daily deposits, and scan checks into the system

Application Technician at Jonesboro Housing Authority (2009-01 – 2011-12)

• Process applications
• keep the waiting list updated
• answer incoming calls
• back up the front desk
• take rent payments
• give extension to vouchers
• process landlord paperwork
• prepare briefing packets
• conduct briefings

Client Associate at SMITH BARNEY CITIGROUP (2004-01 – 2009-12)

• Customer service
• switchboard operator
• make daily deposits, process deposits, and distributions
• receive and sort all incoming/outgoing mail
• process new account paperwork and submit it to the NY office
• Sales associate for five financial advisors

Trust Operation Associate at Midsouth Bank/Liberty Bank (2000-01 – 2004-12)

• Process all incoming/outgoing funds
• process investments transactions
• reconcile trust system daily
• process and mail monthly statements to clients
• back up IRA operations

Customer Service/Teller/Proof Operator/Switchboard Operator at Arkansas Bank/In House Data Processing/Regions Bank (1990-01 – 2000-12)

• Secretary to V.P.
• assist with management duties
• billing, ordering supplies, running reports, backup sorter operator
• printed on-site bank statement daily
• Front Desk Receptionist

High school diploma or GED – Jonesboro High School (1981-08 – 1984-05)