Customer Service Administrative Assistant

Objective To secure a professional opportunity that will provide further

growth and advancement while working together with colleagues to

expand my knowledge and responsibilities.

Education

Bellevue University, Bellevue, Nebraska Sinclair Community

College, Dayton, Ohio

Bachelors of Arts, Major: Human Resource Management

Associates of Science, Major: Business Management

Miami Valley Career Technology Center, Clayton, Ohio

Northmont High School, Clayton, Ohio

Word Processing Certification Diploma

Experiences & Special Skills Computer Training

(State of Ohio Insurance License (Microsoft

Word, Excel, Powerpoint, Outlook, Access

(FINRA Series 6 Registered (Financial Based

Programs, Concur Expense

(FINRA Series 7 Registered (Word Perfect,

Lotus 123, ACT, Salesforce

(FINRA Series 66 Registered (DOS/Windows,

Internet, Intranet, Adobe

(Notary Public (Bill Good

Marketing Database, Advent

(Medical Terminology & ICD9 Coding

Work Experience

C.H. Dean, Inc. Dayton, Ohio 03/10 - Current

Sales & Marketing Assistant

*Provide High Quality Customer Service; Draft Letters, Memos, & Emails;

Open, Sort, & Distribute Mail; Schedule Appointments

*Prioritize Workload; Meet Deadlines; Maintain Office Supplies; Various

Operational Projects; Complete Custodian & Firm Paperwork

*Open New Accounts, Transfer Accounts, & Maintenance of Accounts; Portfolio

Reconciliation; Prepare Client Quarterly Reports

*Outbound Calls to Generate Leads; Create Marketing Campaigns; Track &

Follow up on Leads through CRM Program Software

UBS Financial Services Dayton, Ohio 09/06 - 02/10

Administrative Assistant/Service Manager

*Provide Excellent Client Service; Multi-Task in High Stress Environment;

Train New Employees; Attend Meetings & Take Minutes

*Draft Various Letters & Emails; Open & Distribute Mail; Schedule

Appointments; Maintain Office Supplies; Notarize Documents

*Issue Checks; Reimbursement of Expenses; Prepare & Forward Invoices to

Accounts Payable; Coordinate Travel Arrangements

*Communicate Recommendations & Reposition Client Accounts; Operational

Projects; Answer Phone; Prioritize Workload;

*Prepare FA for Appointments; Complete Firm Forms; Open New Accounts;

Research Stocks, Bonds, Mutual Funds, Meet Deadlines

Huntington National Bank Dayton, Ohio 04/06 - 09/06

Personal Banker

*Develops Quality Customer Relationships, Gathers Information, Determines

Client Needs, & Generate Cross-Selling Opportunities

*Responsible for Account Opening, Account Closing, Account Conversion, Loan

Applications, & Communicate with Departments

*Make Outbound Calls to Clients; Answer Questions; Handle Confidential

Information; Schedule Meetings; Prepare Branch Reports

*Provide High Quality Customer Service; Comply with Security Policies;

Communication with Underwriter for Loan Processing

AXA Advisor, LLC. Cincinnati, Ohio 05/05 - 04/06

Client Relations Manager

*Build Relationships through Outgoing Calls & Mailings to Existing Clients;

Qualify Leads & Schedule Appointments

*Provide Excellent Customer Service; Participate in Weekly Marketing

Conference Calls; Develop Marketing Campaigns

*Distribute Prospect Leads to Brokers, Retain Business by Strong

Relationship Building, & Generate Cross-Selling Opportunities

*Maintain Record of Client Conversations & Document in their Client File;

Order Office Supplies; Open Mail; File Documents

State of Ohio, Department of Corrections Dayton, Ohio 04/04 - 05/05

Administrative Assistant

*Transcribe Reports; Operate Telephone Switchboard; File Documents; Follow

Office Policies & Procedures; Order Office Supplies

*Schedule Custody Hearings; Update & Maintain Departmental Offender

Tracking System; Placements for Re-Entry Offenders

*Correspond with Institutions for Inmate Release to Parole Supervision;

Open, Sort, & Distribute Mail; Inventory Office Equipment

*Process Timesheets; Attend Training Courses; Created Training Manual;

Provide Administrative Support for Parole Officers

Phoenix Life & Annuity Company Cincinnati, Ohio 03/02 - 04/04

Sales Assistant/Office Manager

*Complete New Business Applications; Process & Submit New Business

Applications for 24 Agents & Service until Issued

*Process & Submit Securities Transactions for 24 Brokers; Log Securities

Transactions on Compliance Blotter for Home Office Reporting

*Manage Office Equipment, Order Supplies, Track Employee Sick/Vacation

Time; Coordinate Travel Arrangements; Draft Letters

*Schedule Appointments; Maintain Tickler File for Follow-up Items; Train

New Staff; Provide Customer Service to Brokers & Clients

Aetna/ ING Financial Services Dayton, Ohio 01/99 - 03/02

Sales & Administrative Assistant

*Generated Retirement Plan Proposals for New Sales and Rewrites; Created &

Processed Enrollment Forms; Customer Service *Complete New Business

Applications; Process New Business Applications; Follow-up with Clients &

Brokers until Plan Issued

*Order Office Supplies; Maintain Office Equipment; Order Marketing

Materials; Build Enrollment Kits; Maintain Stockroom

*Completed State Licensing & Appointment Process for all Employees &

Brokers; Answer Phone, Take Messages, & Direct Calls

Contact this candidate