Diane Derrick
Fulton,MD
Overview
40
40
years of professional experience
1
1
Certification
Work History
Client Service Associate
Edelman Financial Engines
04.2019 - Current
- Onboarded new clients following planner recommendations for investment accounts.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Supported implementation of new technology platforms aimed at enhancing overall customer experience levels within organization.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Provided comprehensive support to senior associates, facilitating effective client relationship management.
- Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
Manager
Derrick Brothers, LLC
07.2006 - Current
- Facilitated successful cross-functional collaborations for completion of commercial re-development project.
- Monitor accounts receivable/payable, bank reconcilement and tax filing preparation
Administrative Assistant
Steel & Steel, DDS
12.2015 - 05.2018
- Managed scheduling of appointments
- Entered dental coding for work performed
- Basic office maintenance to include filing, monthly mailings and daily settlement of patient accounts receivable/credit card processing and bank deposits
Administrative Assistant
Bea Toms Books
01.2005 - 10.2010
- Managed typing/printing/packaging of books written by Bea Toms
- Liaison of QVC account relations w/ Bea Toms and fulfillment of requirements/compliance for "On Air" presentations
- Assistance with book signing events
Vice President
First Maryland Bancorp
09.1984 - 02.1997
- Managed employee health and welfare benefits
- Production of benefit related materials
- Managed employee Leave of Absence program
- Implementation/administration of Family Leave Act/COBRA/Flexible Spending accounts
- Led cross-functional teams for successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
Education
MBA - Human Resources Management
George Washington University, The
Washington, DC05.1990
Master of Science - Reproductive Physiology
Louisiana State University And A&M College
Baton Rouge, LA08.1983
Bachelor of Science - Animal Science
Eastern Kentucky University
Richmond, KY05.1981
Skills
- Empathy and patience
- Issue Resolution
- Data entry proficiency
- Client Relationships
- Administrative and Office Support (Microsoft, Quick Books)
Certification
CRPC - chartered Retirement Planning Counselor
Financial Peace University
Timeline
Client Service Associate
Edelman Financial Engines
04.2019 - Current
Administrative Assistant
Steel & Steel, DDS
12.2015 - 05.2018
Manager
Derrick Brothers, LLC
07.2006 - Current
Administrative Assistant
Bea Toms Books
01.2005 - 10.2010
Vice President
First Maryland Bancorp
09.1984 - 02.1997
MBA - Human Resources Management
George Washington University, The
Master of Science - Reproductive Physiology
Louisiana State University And A&M College
Bachelor of Science - Animal Science
Eastern Kentucky University
CRPC - chartered Retirement Planning Counselor
Financial Peace University
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