Administrative Assistant Customer Service
Resume:
Mary Sabo
Aurora, OH *****
******@****.***
Professional Experience
Stratos Wealth Partners
September 2010-October 2010
Contract Position
Administrative Assistant for Financial Advisor
Assisted Advisor in transitioning more than half of his client holdings (approximately 30m) from
Morgan Stanley Smith Barney to the LPL Financial Network. I input all of the new account forms including: new a
applications and broker /dealer change forms, check-writing applications and option agreement forms.
Followed up to make sure they were processed efficiently. I set-up two offices creating new client files, hard copy
and a client database. I learned the LPL Financial System referred to as Branchnet quickly enough to be able
to transition advisor and clients as effortlessly as possible. Met with clients
during office hours and after office hours.
Northwestern Mutual Insurance Company
July 2008 – February 2010
Associate Financial Representative for Financial Advisor
Prepared cases for insurance and investment clients and provided all service and follow-up procedures for
Financial Advisor and for other Financial Representatives in a fast-paced, multi-client office
Organizational skills pertaining to scheduling, (cold calling, meetings and appointments) prioritizing client needs,
making sure client files were compliant according to industry standards, kept calendar for advisor
Maintained compliance of all computer based client records, entered case notes and maintained all hard copy files
Executed ongoing client correspondence and high level of customer service
In addition to the duties listed my position included marketing research, all general office procedures; maintained
a very high level of confidentiality and responsibility
Prepared and researched marketing materials for appointments
New York Life Insurance Company
March 2007 –April 2008
Financial Services Professional/Registered Representative
Financial planning services for individual and small business clients
Worked directly with Sales Development Manager to analyze and develop strategies for individual and small
business clients through the collection of information via fact finding questionnaire, creating illustrations and
analysis to help achieve financial goals for clients
Scheduled appointments through cold calling on the telephone and also personally approaching business owners.
Implemented marketing strategies to achieve selling goals by coordinating teams to attend area events and
appointments.
Responsibilities included but were not limited to: the sale of life and health insurance, long term care insurance,
variable products and mutual funds.
GB Home Equity
November 2006- February 2007
Lending Assistant
Coordinated with vendors to process home equity loans and lines of credit
Maintained relationships with brokerage firms to ensure loan stipulations were met efficiently for processing.
Within six weeks of employment it was decided that the Solon office would close which it subsequently did in
February 2007.
Boecker Waite and Pappas
March 2006 –November 2006
Administrative Assistant/Funding Coordinator
Managed the office procedures for Attorney Waite at this estate planning law firm.
Responsibilities included, but were not limited to: general secretarial office procedures, receiving clients, fielding
calls, ordering supplies, maintaining client files, case preparation; created Quitclaim Deeds, Powers of Attorney
Maintained relationships with financial institutions and county offices to finalize transfer of assets into client
Living Trusts
Education and Licenses
Licensed and in good standing with the State of Ohio to sell and administrate:
Life, Health, Disability, and Long Term Care Insurance
Registered Representative Series 6,
Raised a family 1989-2006
Attended Academy of Court Reporting 2002-2005
Cuyahoga Community College 1987-1990
Successfully completed eight College English courses
College Algebra
Medical Terminology
Legal Terminology
Microsoft Office 2010
Word, Excel, PowerPoint, Access, Outlook and Quickbooks
Cleveland Clinic Volunteer July 2010-September 2010
Contact this candidate