Customer Service Assistant
Resume:
B A R B A R A G R O S S B A R D P A G E
BARBAR A GROSSBAR D
* ******* **** *******, ** 07624 201-***-**** **********@***.***
EXECUTIVE SUMMARY
COMMITMENT LEADERSHIP INTEGRITY
Top notch professional experienced working in fast paced environments, demanding strong organizational,
motivational, and interpersonal skills. Trustworthy, ethical, and committed to superior customer service.
Detail oriented and resourceful in completing projects. Uncommon ability to develop and strengthen
customer relationships by anticipating needs and providing solutions to those needs. Serve as primary point
of contact for and liaison between management, sales teams, back office, personnel, clients, and vendors.
Maintain excellent written and oral communication skills problem resolution abilities, and a high level of
confidentiality.
AREAS OF EXPERTISE
Microsoft Office System Verbal Communication Administrative Writing Skills
Punctual Organizational Skills Time Management
Detailed Oriented Strong Interpersonal Skills Team Player
PROFESSIONAL EXPERIENCE
ROYAL ALLIANCE ASSOCIATES/AIG – WEST ORANGE, NJ 1999 – 2010
XECUTIVE ASSISTANT/OFFICE MANAGER
E
Executive Assistant to ME of Royal Alliance Associates
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Managed an office of 20+ employees
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Maintained impeccable confidentiality principles at all times
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Maintained executive's appointment schedule by planning and scheduling meetings, conferences,
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teleconferences, and travel.
Calendar management, including appointment setting for multiple staff members
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Coordination, completion, and processing of paperwork (new accounts, account transfers, etc.
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Handling of distributions (checks, wires, etc)
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Maintenance of client files per compliance, including utilizing paperless filing system,
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indexing, scanning, and shredding
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Trained new employees according to detailed protocols
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Supervised Branch Office Audits and prepared Compliance Reports
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B A R B A R A G R O S S B A R D P A G E
2
Liaison between representatives, fund companies and back office
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Assisted advisors with all necessary licensing procedures
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Directed business relations and distribution of company literature to stimulate client as well as
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financial representative’s interest and sales leads
Welcomed guests and customers by greeting them, in person or on the telephone; answering or
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directing inquiries.
Maintained office supplies inventory by checking stock to determine inventory level; anticipating
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needed supplies; evaluating new office products; placing and expediting orders for supplies;
verifying receipt of supplies.
Ensured operation of equipment by completing preventive maintenance requirements; following
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manufacturer's instructions; troubleshooting malfunctions; calling for repairs; maintaining
equipment inventories; evaluating new equipment and techniques.
Opened, sorted, distributed incoming correspondence, including fax, email to correct departments.
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Maintained professional and technical knowledge by attending educational workshops; reviewing
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professional publications; establishing personal networks; participating in professional societies.
Managed multi line switchboard utilizing professional phone manner and excellent client service skills
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Planned co ordinate corporate lunches and trade shows and develop presentations for related on
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site and off site meetings
SALAMON ENGINEER GROUP – NEW YORK, NY 1985 – 1999
XECUTIVE ASSISTANT (1985 1999)
E
Provided high level executive support to the President, anticipate needs and provide relief from
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administrative details. Work with sensitive information with absolute discretion.
Maintained executive's appointment schedule by planning and scheduling meetings, conferences,
•
teleconferences, and travel.
Oversee a/p and a/r
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Welcomed guests and customers by greeting them, in person or on the telephone; answering or
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directing inquiries.
Performing day to day administrative tasks such as maintaining client files and processing
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paperwork.
Prepared bank deposits and issued checks.
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Prepared invoices, reports, memos, letters, financial statements and other documents, using word
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processing, spreadsheet, database, and/or presentation software.
B A R B A R A G R O S S B A R D P A G E
2
Read and analyzed incoming memos, submissions, and reports in order to determine their
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significance and plan their distribution
Performed general office duties such as ordering supplies, maintaining records management
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systems, and performing basic bookkeeping work.
Ensured operation of equipment by completing preventive maintenance requirements; following
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manufacturer's instructions; troubleshooting malfunctions; calling for repairs; maintaining
equipment inventories; evaluating new equipment and techniques.
Troubleshooted and resolved problems, mediate disputes and handle custom complaints
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EDUCATION
BACHELOR DEGREE – BROOKLYN COLLEGE
REFERENCES UPON REQUEST
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