Administrative Assistant Sales

Rebecca McCaffrey

****A State Road, Philadelphia, PA 19114

215-***-**** Cell, 215-***-**** Home **************@*******.***

FUNCTIONAL SUMMARY

My customer interaction and interpersonal skills are exemplary,

demonstrated by extensive experience in client contact including extremely

confidential and sensitive information, managing, organizing, and

prioritizing multiple responsibilities while ensuring the clients tasks and

goals are fully achieved.

Computer skills include Microsoft Office Suite (Expert in Word, Excel,

Power Point), Outlook, Vizio, Print Shop Deluxe, Clip Art, ACT, DOS, Lotus

1-2-3, Windows and Internet applications.

EXPERIENCE

Lincoln Financial Advisors (Cherry Hill, NJ) Mar 2010 - Nov 2010

Administrative Associate

. Entrusted with maintaining a client book as a result of exceptional

ability to respond to client requests, processing of investment and

insurance applications, and keeping each account within asset

allocations.

. Managed all tasks through Outlook, and shared calendar with team.

. Maintained calendar for planner, and screened all incoming emails,

calls and mail.

. Managed a team of college interns implementing a procedure manual for

general duties.

Beacon Search Associates (Philadelphia, PA) Jun 2008 - Mar 2010

Administrative Associate

. Support the Managing Director in scheduling, presenting benefits, new

hire orientations, office support, and IT administration.

. Resolved billing and attendance issues.

. Created proposals, attended sales meetings, client events and

proposals.

Vanguard (Malvern, PA) Dec 2004 - May 2008

Administrative Associate

. Gained full control of senior management calendar after proving

abilities including video conference links, coordinating attendees,

booking conference rooms, and assuring all attendees provided

presentations.

. Create PowerPoint presentations, and organizational charts.

. Coordinate travel arrangements, submit and track reimbursements of

travel expenses.

. Clerical support to team of six middle management and sixty staff

members.

Kalish Financial Services LLC (Philadelphia, PA) Jan 2004 - Aug 2004

Administrative Assistant

. Appointment setting, prepare correspondence, follow-up with daily

underwriting and general office procedures.

. Overview sales operations, prepare market analysis and sales proposals

for prospects and current clients.

. Benefits administrator duties to client base.

. Implemented procedure manual.

Smith Barney (Mt. Laurel, NJ) May 1996 - Mar 2003

Administrative Assistant

. Administrative and operational support, typing, filing, letter

composing, processing of legal documents, telephone communication

skills, federal fund wire transfers, stock research for clients.

Shriners Hospital (Philadelphia, PA) Aug 1991 - May 1996

Receptionist

EDUCATION

Boyd Career School (Pittsburgh, PA) Graduated 1987

Loyalsock Township High School (Williamsport, PA) Graduated 1986

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