Customer Service Sales Manager

Lizette Parra

**** ******* ********* #*** • San Diego, CA 92101

Contact: 619-***-**** • Email: *************@*****.***

EXECUTIVE SUMMARY

Multifaceted and highly motivated Executive Assistant, administrative support and project administration professional offers multiple years of office / program management, complimented by proven skill to significantly attain objectives and build relationships with co-workers:

Administrative Management

Report / Presentation Creation

Training / Instruction

Customer Service

Database Management

Scheduling and Travel

Organizational Management

Marketing / Sales

MANAGEMENT PROFILE

Reputation for thoroughness and commitment to excellence, creativity and strong interpersonal skills

Exceptional time management skills: Able to prioritize and meet deadlines

Demonstrated proficiency managing multiple tasks at once, keeping to deadlines

Associate of Arts in Marketing

EMPLOYMENT HISTORY

Executive Assistant 01/2006 – 05/2011

Western Financial Planning, San Diego, CA

Job Summary: Assessed administrative needs and supported the Sales Manager with account management; managed 400+ client accounts, electronic files and physical files.

Communicated verbally and in writing with clients; provided address to outstanding issues and complaints in a timely and professional manner

Administrated business schedules, coordinated conference calls and luncheon meetings

Managed events and catering for a group of 15+ representatives

Collected data and developed management / financial reports for meetings; developed other materials as assigned

Processed, monitored and tracked transaction paperwork, including checks and wire requests

Briefed the Sales Manager on client issues, challenges and successes; aided in the establishment of objectives, defining priorities and allocating work according to available resources

Administrated agenda items and client contact information

Achievements:

Successfully worked independently and as part of a team

Evaluated client issues and provided timely and effective resolution to them

Received multiple compliments for problem solving skills and for providing exceptional customer service

Maintained positive and effective relationships with clients and co-workers

Executive Assistant / Financial Services Coordinator 12/2002 – 12/2005

Sattler Duban Capital Management, Los Angeles, CA

Job Summary: Managed administrative support services for the Partners / CPAs and Financial Planners; created and administrated schedules, appointments, meetings and travel.

Created and distributed financials and commission reports

Lizette Parra Page Two

Tracked and maintained daily logs of financial transactions

Managed client databases and account files

Developed materials for meetings

Researched meeting topics and developed presentations

Prepared monthly financials and commission reports

Administrative Assistant 05/2000 – 11/2002

Raymond J. Lucia Companies, San Diego, CA

Job Summary: Aided the Certified Financial Planner; assisted in the preparation of client presentations and performed administrative duties as needed.

Managed calendars and scheduled appointments

Facilitated and organized travel arrangements

Processed investment transaction paperwork to aid in client management and development

Provided translation services to clients’ Spanish speaking 401(k) participants

OTHER EMPLOYMENT:

07/1998 – 04/2000, Lawrence R. Holmes, Attorney at Law, La Jolla, CA, Legal Secretary

EDUCATION

AA, Marketing, FIDM, San Diego, CA, 2002

Classes in Business Administration, CETYS, Tijuana, Mexico, 09/1989 – 06/1990

TECHNICAL PROFICIENCIES

MS Office: Excel, Outlook, PowerPoint, Word

Internet research

Fluent in Spanish

REFERENCES

Personal and professional references gladly furnished upon request.

Contact this candidate