Customer Service Administrative Assistant

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Education: **** - **** Betz School of Business

Hialeah, FL

**** - **** *****-**** ********* College Miami, FL

**** **** ****** ******* *******, FL

Bilingual (English/Spanish) - Ability to read/write/speak fluently.

References: Available upon request.

14216 SW 166th Terrace, Miami, FL 33177

Telephone: 305-***-****

Experience: June - October 2010 David Kitcoff LLC

Miami, FL

Pension Administrator Assistant

Was hired on a temporary basis to help with

all aspects of accounting and clerical duties.

April 1994 - April 2009 Ameriprise

Financial Services Miami, FL

Financial Advisor Assistant/Client Service Coordinator

Financial Associate responsible for managing key financial service

support systems for new clients, in addition to 200+ regular

clients with portfolios from $25K to $1M+).

Respond to inquiries regarding assets, placing trades (buy/sell

orders) etc., providing explanations of account updates and

actions.

Remain thoroughly knowledgeable in financial services and trade

information, serving as an administrative assistant to a

licensed agent. Client educator, applying strong competencies

in purchase options, products, service, policies and

procedures.

Conduct account research, tracking and adjusting. Maintain close

communication with corporate headquarters, clients and

financial advisor on all issues.

1986 - 1993 The Silver Turtle Miami, FL

Secretary/Receptionist

Responsibilities included extensive customer service, computer

order/data entry, invoicing of orders, word processing, filing

and all phases of general office work.

1985 - 1986 Metropolitan Insurance Company Miami, FL

Office Clerk

Duties included general office work, light typing, filing, data

entry, distributing correspondence and answering phones.

1982 - 1984 Drs. Wallach, Kaywin Et Al Miami, FL

Receptionist/Secretary

Responsibilities included answering heavy income of telephone calls,

scheduling appointments, filing, typing and all phases of

general office work.

1980 - 1982 Palm Springs Animal Hospital

Hialeah, FL

Receptionist/Assistant

Duties included light typing, answering telephones, filing and

scheduling appointments

Skills: Computer: Microsoft Word, Excel, Outlook, PowerPoint,

WordPerfect, Lotus Approach.

Organized, energetic and reliable with the ability to be

decisive and accomplish goals and objectives without hesitation;

able to communicate and coordinate effectively with management;

demonstrate written and verbal communication skills.

Objective: Seeking a secretarial position which will provide continuing

challenge and permit full utilization of business expertise.

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