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Customer Service Administrative Assistant

8034, United States
March 18, 2011

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Margaret Cassel

E-mail – / phone 856-***-****

Position Desired: Part-time administrative assistant.

Summary of Work Experience:

Dedicated customer service representative and administrative assistant with 20 years experience

in a stock market/banking environment, supporting several financial advisors. Consistently achieved

customer satisfaction through my disciplined approach to satisfying customer needs while staying

compliant with the firm’s policies and procedures.

Experience Highlights

• Performed administrative and secretarial support for four to six financial advisors as part of

their team.

• Handled inbound customer calls as initial contact person for team of investment advisors.

• Designed an environment where clients received high levels of service.

• Worked with sales team, administration and management to provide exceptional service to

all customers.

• Maintained front-end operations to ensure friendly and efficient transactions.

• Developed, processed and serviced accounts.

• Knowledgeable in Retirement, Trust, Custodial, and Estate accounts.

• Maintained accurate, up-to-date client files.

• Organized and put together marketing packages, research reports and presentations as well

as ensured mailings.

• Set up appointments and meetings between financial advisors and customers.

• Assisted in training of new customer service representatives.

• Responsible for check disbursements and wiring of funds from customer accounts to outside

banking destinations.

Employment History

1988 – 2005 Legg Mason Wood Walker, Inc.

2005 – 2008 Legg Mason acquired by Citigroup Global Markets (Smith Barney)


High School Diploma

Microsoft Office Computer Classes

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