1. NICOLE COLEMAN
7859 Sergi Canyon Drive, Indianapolis, IN 46217 C: (317) 918-6142 nicole.d.coleman83@gmail.com
PROFESSIONAL SUMMARY
Executive-level administrative assistant highly effective at account and project management. Extensive knowledge of banking
and investment related transactions, employee benefits/retirement services products and services, as well as in-depth financial
analysis and performance measurement. Motivated and passionate about providing excellent customer service and exceeding
expectations.
SKILLS
Goal-oriented Talented multi-tasker
Types 95 WPM Strong legal & compliance background
Self-sufficient Excellent time management skills
Strong customer relations Leadership Skills
Organized MS Office Certified
High level of accuracy Ambitious
Analytical Adaptable
Proven project management skills
WORK HISTORY
Executive Assistant/Office Manager, 09/2013 to 02/2015
The Family Business Legacy Co., LLC – Indianapolis, IN
Proactively supported the President in all service, administrative and secretarial functions related to company operations.
Maintained and coordinated all team calendars, schedules and client files
Supervised two assistants to ensure processes and tasks were completed in a timely and efficient manner.
Prepared meeting files and presentation materials, prepared and submitted insurance and investment applications for
clients
Provided outstanding client service at all times
Assisted in creation and implementation of marketing plans and coordinated workshops
Maintained Quickbooks accounts to advanced level including reconciliations, expense reporting, accounts
payable/receivable, and commissions.
Institutional Trust Associate III, 04/2008 to 07/2013
Regions Bank – Indianapolis, IN
Supported 3 market managers
Managed multiple accounts with varying complexities
Maintained confidentiality of bank records and client information
Exceptional professional customer interactions
Performed complex general accounting functions, including account analysis and balance sheet reconciliations
Prepared accurate financial statements on request
Prepared all materials for client investment reviews and board meetings
Composed and drafted all outgoing correspondence, customized reports, and RFP responses for managers
Trained and directed new hires in compliance procedures/mentored/trained new associates on systems and
SOP
Managed 3 fellow assistants

2. Corporate Finance Assistant, 01/2006 to 04/2008
City Securities Corporation – Indianapolis, IN
Assistant to 5 managers
Answered multi-line telephone system, directed calls and took accurate messages
Provided detailed financial analysis of accounts and completed performance reports on demand
Coordinated confidential private placement negotiations between multiple parties
Provided comprehensive account assistance to clients
Maintained database of accounts and contacts, scheduling functions and general office administration
EDUCATION
BBA: Business Administration/Psychology,
Ivy Tech/Indiana University – Indianapolis, IN
Unfinished degree
COMMUNITY SEVICE
Fundraising for Assistance League of Indianapolis - raised more than $500 to buy teddy bears for abused children
Junior Achievement USA - multiple volunteer opportunities and financial literacy programs
CASA Superheroes - volunteer
REFERENCES
T. Ray Philips, President
The Family Business Legacy Co., LLC
(317) 809.3707
Chad Slaughter, Executive Vice President
Fifth Third Bank
(317) 476-5990
Craig Bush, Institutional Trust Area Manager
Regions Bank
(440) 315.0671
David Franklin, CFA, Portfolio Manager
Regions Bank
(317) 450.7154