Administrative Assistant Sales
Resume:
Anna Gutierrez
**** ***** ********** **. ******, TX 75209
214-***-**** cell phone ************@*******.***
Career Objective
Dedicated Administrative Assistant with more than 10 years’ experience seeking a position using
excellent interpersonal skills, along with persuasive communication, presentation, and negotiation skills
to contribute to efficient company operations. Adapts easily to new concepts and responsibilities.
Summary of Qualifications
• •
Database Software (Easy Money, Peripheral Devices (Scanners, Printers
Peachtree) ect.)
• •
E-mail Applications Spreadsheet Software
• Microsoft Office Suit
Education
ATI Career Training Center July
2011 Graduate
Business Administration Technology Diploma
Professional History
CAIN WATTERS & ASSOCIATES PLLC March
2004 to August 2009 Administrative Assistant
Performed the administrative functions in the support of the financial planner and associate planner
•
Required an in depth knowledge of the firm, the industry, the financial community, the investors, and
•
the clients
Handled incoming calls, faxes, e-mail correspondence, and mail
•
Completed confidential financial/new investment account paperwork for one hundred clients
•
throughout the United States
Maintained financial planner's calendar, scheduled meetings and client appointments
•
Provided exceptional client service and ensured client’s needs were met during office visits
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Assisted clients/lenders with requests for personal financial statements, tax returns, etc
•
Gathered and researched tax returns, Profit & Loss and Balance Sheets, payroll summaries,
•
investment statements, and pension administration for each case assigned to our financial planning
team
Implemented a paperless office environment to improve efficiency and to enhance the procedure of
•
creating, editing, and retrieving documents
Responsible for updating client database with all changes to personal or business information
•
Infrequent assistance with receptionist relief on front phone system
•
DAVID SUTHERLAND
August 1998 to August 2003
Account Manager
Managed million dollar accounts for prominent design firms
•
Implemented and expedited sales quotes
•
Presented sales presentations
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Processed orders to meet project deadlines
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Worked closely with outside sales person
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Fulfilled client's unique project requirements
•
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