Customer Service Administrative Assistant

HANNAH-JANE B. LUJANO

*** **** ****** * ******* Beach, CA 619-***-****

OBJECTIVE

To further enhance my professional development

WORK EXPERIENCE

• Lawton Group, San Diego, CA 2012-2012

Registration Coordinator

- Assisted various Insurance carriers transfer/renew/establish Licenses

- Entered data for reports

- Answered questions with personnel on status of transfer

• Bank of America, Fort Worth, TX 2010-2011

Customer Service & Sales Specialist II

- Managed/Established New Accounts and retained customer relationships by matching appropriate

products that met their financial needs, including CDs and IRAs

- Worked to resolve complex issues to guarantee customer satisfaction, building customer confidence and

trust while striving to provide quality customer service

- Assisted Branch Associates with CD, IRAs, New Account, and consumer questions

• Wachovia Securities, Woodland Hills, CA & Southlake, TX 2005-2009

Sr. Administrative Assistant

- Worked part of a team with financial advisors

- Communicated with clients regarding their transactions

- Handled multiple issues of opening new accounts

- Provided support in client relationship building and account maintenance

- Assisted financial advisors with marketing campaign; prepared letters, forms and reports

• Morgan Stanley, Woodland Hills, CA 1997-2005

Sr. Administrative Assistant

- Trained new assistants and back up cage personnel (cashier)

- Established and maintained files to meet regulatory requirements and supported sales efforts

- Performed various administrative functions for the financial advisors and Branch & Operations Manager

• Merrill Lynch, Encino, CA 1990-1997

Sr. Administrative Assistant

- Efficiently handled phone calls and clients’ inquiries about their accounts

- Trained entry level assistants

- Provided knowledge and system support to branch personnel

• Beverly Manor, Van Nuys, CA 1983-1987

Payroll Clerk

- Maintained and reconciled payroll transactions while preserving information confidentially

- Input various payroll information (new hires, terminations, salary adjustments)

- Set up all aspects of check processing (direct deposit, garnishment)

SPECIAL SKILLS

• Expert in the financial services industry; responsible, diligent, detail-oriented

• Have excellent communication and interpersonal skills; perform well in intensive working environment, able

to work independently as well as a team player

• Computer skills: Microsoft Office, Outlook, Excel, Advantage, Internet research (Morning Star, S&P)

EDUCATION

• Valley College, Van Nuys, CA 1985-1987

• Van Nuys High School, Van Nuys, CA 1982-1985

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