Customer Service Administrative Assistant

Deborah D. Cannizzaro

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

San Jose, California 95136

Home: 408-***-****

Email: ********@*********.***

Objective

To secure a permanent position as an Executive Assistant/Client Associate

position which will fully utilize my experience, along with an opportunity

to develop new skills

System Experience and Education

. Microsoft Excel, Word, Power Point, FrontPage, Outlook, Lotus Notes,

Oracle 10.7 and 11i, QuickBooks, SAP, Concur Expense Report System,

Smart Station

. Accounting and Business Courses/Computer Applications - San Jose City

College

Work Experience

Wells Fargo Advisors (formerly AG Edwards) May 2008 to

present

Executive Assistant/Client Associate to Financial Advisors

. Responsible for all administrative activities in providing the clients

"quality customer service" in a timely and accurate manner. Under the

direction of the Financial Advisor, it is the responsibility of the

Client Associate to provide all necessary research and documents

while ensuring all is within the "policies and procedures" provided,

and adhere to compliance requirements.

. Work closely as a team player with other Client Associates, as well as

the back office (Corporate office), Operations Management and

Compliance Management.

. Prepare correspondence and documents to clients, along with follow-up

meetings with clients and FA

. Complete all training in a timely manner to ensure up to date

"software" changes and compliance requirements.

. Independent judgment is displayed thru experience and common knowledge

. Finance/Accounting experience is important to ensure all accounting

issues are correct and precise to the requests of the client.

Extremely important when dealing with client's "Withholding

Exceptions".

. Organize event planning for the branch and all "wholesaler" meetings

at the branch to ensure all visits coordinate with the Management and

Financial Advisors calendars.

. Multi-tasking is a must in handling multiple projects

Aerotek Temporary Services/

TAC Worldwide March 2007 - May

2008

Integrated Device Technology

Executive Assistant to VP Human Resources

. Provide administrative support for the Vice President of HR and HR

Department

. Handle all VP's travel, calendaring, department events, expense

reports

. Represent the HR department as the key "customer service"

interface

. Work closely with manager of "Training and Development", handle

all "Learning and Development" program logistics and material

requests

. Collect and summarize evaluation ratings and comments received from

employees, and report all comments to Manager "Training and

Development" and the HR Business Partners

. Work independently and as a team member on special and ongoing

projects

- Continued - Deborah Cannizzaro

Affymetrix

Administrative Assistant to Corporate and Marketing Communications

. Handled travel worldwide for executives, maintained calendars and

expense reports

. Assisted with "Trade Show" meeting events

. Maintained monthly "Report Card Program"

. Handled the budgets for both cost centers to include maintaining PO

log, A/P invoices, approvals and coding

. Assisted with special and ongoing projects and needed.

ELREPCO, Inc., Mt. View, CA. July 2002 to

Nov 2006

Executive Assistant to President

. Supported President, executive staff, sales organization, with

administrative requests, travel and calendars

. Maintained monthly sales/status reports

. Processed expense reports for executives, maintained corporate

calendar, customer updates and contact information

. Assisted with "New Hire Orientation" and interview setups

. Managed and tracked medical and dental plan benefits

. Processed Accounts Payable, Budgeting, and Corporate Banking

Deposits for two companies

Quantum Corporation, Milpitas, CA April 1995 to April 2002

Executive Assistant to Vice President Corporate Finance and Corporate

Controller

. Provided global support for the Finance organization and the VP's

direct reports

. Coordinated travel arrangements, handled calendars, managed

vendor/customer calls and weekly staff meetings, expense reports

and Web Page updates

. Provided support to CFO as needed

. Organized finance meetings, off-sites and team building events,

interviews & new hire setup requirements

. Processed and tracked purchase orders, invoices, monthly payroll

accruals, and assisted with physical inventory

. Worked closely with executive management during Quantum/Maxtor

merger

Sr. Administrative Assistant supporting VP Finance and Treasurer

. Maintained calendar, travel, phones and expenses reports for

Treasurer and department

. Organized meetings with banking associates and financial analysts

. Handled daily cash transactions for Corporate bank accounts,

reconciled bank accounts, processed wire transfers, funding for

foreign and domestic sites, disbursements from Corporate

accounts/completed journal entries for cash account

. Worked closely with FP&A Manager, generating presentations for

Board of Directors and Corporate Financial Reviews

. Coordinated special projects and event planning finance department

Tracor Defense Electronics, Sunnyvale, CA Feb 1987 to

April 1995

Accounting Assistant to Corporate Controller and Administrative Assistant

to Corporate Vice President

. Processed and administered payroll, accounts payable, assisted

with year end reporting such as 1099's and W2's, handled billing

and invoicing for ongoing projects

. Maintained bank accounts, reconciliations and other banking

relations

. Supported cash management including accounts receivables and

collections

. Interfaced with customers/vendors to resolve billing issues

Contact this candidate