Customer Service Management

Jessica Anderbery

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P.O. Box **** + Agoura Hills, CA 91376 + Mobile: 818-***-**** +

*.*********@*****.***

Qualified for a position as

Research Analyst / Administrative Assistant

Efficient and detail oriented professional with exceptional relationship

management and interpersonal skills. Effectively plan and execute special

projects, budgets, and possess the keen ability to multitask a variety of

challenges and responsibilities. Offer strong administrative skills

combined with proven business acumen to achieve organizational goals.

Confident in interactions at all levels of an organization. Hold a Master

of Business Administration with an emphasis in Business Management from the

Graziadio School of Business and Management, Pepperdine University.

Skills & Proficiencies

Planning & Scheduling ? Detail Oriented ? Time Sensitive ? Problem Solver

Office & Phone Etiquette ? Executive Support ? Event Management

Excellent Communicator ? Strong Computer Skill

Professional Background

Edward Jones Investments September 2008 to Present

Branch Office Administrator

Handle multifaceted clerical tasks (e.g., data entry, filing, records

management and billing) as the assistant to the financial advisor. Maintain

client databases and customer service activities. Work with various life

insurance and mutual fund companies to establish and maintain contracts.

Quickly became a trusted assistant known for can-do attitude, flexibility

and high-quality work. Work with Word, Excel, Outlook and PowerPoint.

Highlights:

. Communicate effectively with multiple departments to solve client

problems in a quick and effective manner. Established strong

relationships to gain support and effectively achieve results.

. Help coordinate client seminars and Chamber of Commerce events.

. Works with statements and maintains financial data on clients.

. Supervise and train Branch Office administrator's On-Calls that

temporarily fill in at different offices.

. Entrusted to manage the office in the supervisor's absence for extended

periods of time. Provided timely, courteous and knowledgeable response to

information requests, and screened and transferred calls.

. Earn excellent marks on performance reviews; completed annual ethics,

money laundering, and customer service training; and completed most

optional training for branch office administrators.

. effective manner. Established strong relationships to gain support and

effectively achieve results.

. Earned excellent marks on performance reviews; completed annual ethics,

money laundering, and customer service training; and completed most

optional training for branch office administrators.

. Deposit checks, process wire transfers, and issue checks for clients.

JESSICA ANDERBERY PAGE TWO

Professional Background (continued)

Liden, Nestle, Soled, & Associates March

2007 - September 2008

Loan & Distribution Administrator / Assistant Accountant

Handled loans and distribution processing for 401(k) plans for this third

party administration company. This included record management and

contacting mutual fund companies for processing. Maintained database for

tracking and quality control for distribution requests for the office

administrators. Also assisted the accountant with bill processing and

report filings.

Highlights:

. Effectively assisted four different office administrators with their

loans and distributions while maintaining documents for processing.

. Supervised and trained incoming file assistants in the different areas

and types of document filing.

. Received excellent marks on performance reviews which were done

annually by the partners of the company.

. Processed incoming and outgoing checks

. Billing

New England Financial January 2006 - March 2007

Office Assistant

Handled numerous clerical tasks (e.g., filing, records management and

scanning) as the assistant to the financial advisor and Datamax

specialists.

Highlights:

. Headed the full transfer from paper files to scanned documents.

. Assisted the financial advisor in contacting life insurance companies

for client information.

. Maintained files and documents in multiple locations for the company.

Education

Masters Degree in Business Management: April 2011 GPA 3.70, Beta Gamma

Sigma Honors

Graziadio School of Business and Management, Pepperdine University

Relevant Courses:

. Investments & Portfolio Management

. Global & Macroeconomic Environment

. Global Capital Markets & Institutions

. Management of Financial Risk

. Organizational Dynamics & Managing Change

. Strategic Management

. Strategic Issues in Marketing

. Marketing Communications

Bachelors Degree in Business Management: April 2010 GPA 3.747, Beta Gamma

Sigma Honors, Magna Cum Laude, Pepperdine University

Relevant Courses:

. International Business

. Business Strategy

. Critical Thinking & Problem Solving

. Legal Environment of Business

. Managerial Finance

. Accounting

. Production & Operations Management

. Managing Diversity in Organizations

. Economics

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