Administrative Assistant Customer Service

DIANNA VOGEL

**** ********* ******

Livermore, CA 94551

Home: 925-***-**** ***********@*****.***

SUMMARY

A hands-on Administrative Assistant/Customer Service professional with over a decade of experience in the

financial services industry. A dynamic individual with good business sense, the ability to manage multiple

responsibilities and changing priorities. Core competencies include:

• •

Superb customer service Team player

• •

Experience in organizational change and integration Notary Public

•

management Outstanding attention to detail

• •

Problem prevention and problem solving Highly motivated self starter

PROFESSIONAL EXPERIENCE

MORGAN STANLEY SMITH BARNEY, Pleasanton, CA 2006 - 2010

Administrative Assistant

• Performed a full range of administrative duties for Financial Advisors

• Acted as first tier and primary contact for clients

• Promptly responded to client requests

• Created and prepared comprehensive detailed documents and reports

• Coordinated meeting, seminars and special events

• Process wire transfer requests

• Open and maintain new accounts

PIPER JAFFRAY & CO, Walnut Creek, CA 2005 - 2006

Administrative Assistant

• Performed a full range of complex administrative duties

• Acted as first tier and primary contact for clients

• Promptly responded to client requests

• Created and prepared comprehensive detailed documents and reports

SMITH BARNEY, Pleasanton, CA 1999 – 2005

Administrative Assistant

• Performed a full range of complex administrative duties

• Acted as first tier and primary contact for clients

• Promptly responded to client requests

• Created and prepared comprehensive detailed documents and reports

MORGAN STANLEY, Pleasanton, CA 1996 – 1999

Administrative Assistant

• Performed a full range of complex administrative duties

• Acted as first tier and primary contact for clients

• Promptly responded to client requests

• Created and prepared comprehensive detailed documents and reports

SOFTWARE SKILLS

MS Suite: Word, PowerPoint, Excel, Outlook

CRM Software: Junxure, Nextgen, ACT

Portfolio Center

Document Management Software: Worldox

EDUCATION

Las Positas College 2003 - 2004

Business Administration

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