Administrative Assistant Life Insurance

Location:

Posted:

December 06, 2012

Rosalind Bloom

Delray Beach, Fl. 33484

Seeking a Part Time Position

Experience

Excel, Word, Several Bank and Company Systems

Q Capital Strategies LLC December 2005-December 2011

5901 Broken Sound Pkwy

Boca Raton, Florida 33484

Administrative Asst.

Answered phones, Receptionist, Data Entry, Coordinated meetings and phones between New York and

Florida office.

John Hancock Financial Network March 2001-October 2005

2255 Glades Road

Boca Raton, Florida 33431

Administrative Assistant

Processed Licensing and Contracting for 5 offices, handled all necessary paperwork for NASD

registrations for new agents. Constant follow up with Home Office as well the Agents, maintained

spreadsheets for statuses. Keep up with all new qualifications for State Licensing, maintained records for

licensing and registration in all states for the General Agent. Processed the continuing education and

renewals for States, as well as NASD.

Pacific Life Insurance Company November 1981 to December 1996

700 Newport Center Drive Newport Beach, Ca. 92660

Treasury Analyst

Daily cash management custody and demand deposit accounts, process wire transfers, constant phone

contact with banks and other departments. Perform asset reconciliation, monitor and maintain State

Deposit Requirements, cash accounting, service department cash requirements. Review and analyze bank

fees and statements