Customer Service Administrative Assistant

LAUREN F. REED

**** ******** ******

West Collingswood, NJ 08107-1713

Phone 856-***-**** ? Cell 609-***-****

*********@*****.***

Objective: Seeking a position utilizing my talents in the administrative

and technical field. I am self-motivated with a positive attitude and a

desire to grow and succeed.

Summary of Skills

Proficient in Windows 2003, Internet research, Microsoft Word, Visio,

Microsoft Power Point, Microsoft EXCEL, Lotus Notes, Dictaphone/Dictation,

NCS.

Experience : I have progressive experience in Administrative support,

technical application and

customer /client support.

1980 -2008 Wachovia Corporation - Philadelphia, PA

2005 - 2008 Executive Associate

Support Regional Managing Director of Calibre. This support

includes standard

administrative duties, i.e. travel, expense reports, calendaring

for meetings, supporting and

monitoring committees that the managing director is affiliated

with. Monitoring manager's

email extensively to ensure proper and timely responses.

Composing client letters. Produce

weekly, monthly, quarterly compliance reports. Assist in

preparing RFP's for client

prospects. Independent decision-making.

2002- 2005 Office Specialist III

Administrative and technical support for our Evergreen

Investment area. Assist with

information gathering and assembling of quarterly

Performance reports. Pull daily

statistics from NCS system as well as State Street.

Create spreadsheets as

needed. Build data base to assist with mass mailing of

audit letters to clients. Handle

payroll and any pertinent HR issues, ordering supplies

and various other duties as the

need arises.

2000- 2002 Administrative Assistant III

Administrative support for the Benefit Services Group. Handle

multiple reports for Managing Consultant and Sales Consultants

i.e. Large Balance, Overdraft, Cross-Sell, Sensitive Client, Fee

Exceptions, Termination, Mutual Fund Tracking, Aged Receivables,

Fee Income. In addition, maintain payroll, maintain XMS systems

for managers expenses, act as liaison for manager for HR issues

(with on line "manager" capabilities) travel, meeting

arrangements, client socials and other multiple tasks. Assist

our Depository Group with payments for Laborers District

Council.

1999 -2000 Administrative Assistant III

Support four Attorneys and two Design Technicians in the Design &

Technical Group for the Financial Planning Group. Assist in

document preparation for clients, customer contact handling

sensitive information, update legal library.

1998 - 1999 Commercial Customer Service Analyst

Service commercial customers with their financial needs i.e.

payments and advances on their commercial business checking

and/or loan account. Assist in Wire and ACH requests, and any

research issues involving customer accounts.

Resume

Page 2

1997 - 1998 Sr. Administrative Secretary to New Jersey Sales Team

Support manager and six relationship managers in the Cash

Management Sales New Jersey Market and Small Business

Association departments. Assist in Customer Proposal

preparation, schedule staff and various meetings, maintain

managers calendar, receive and direct customer phone calls,

prepare marketing collateral for Cash Management,

collect monthly revenue results from sales managers and produce

monthly sales reports for distribution to senior management.

Prepare technical loan documentation for client prospects.

1996 - 1997 Administrative Secretary

Provide administrative support to eight vice presidents for the

Business Segment Marketing and Development group. Duties

include preparing presentations for inside and outside customers

via desktop publishing. Schedule meetings, payroll, accounts

payable, pull reports from the Internet and Corporate Profound

programs to help our area maintain the " business edge" in

marketing.

1992 - 1996 Administrative Assistant

Support vice president and personnel in the Trust Operations area.

Schedule meetings, handle monthly reports, i.e. budget,

staffing, project status, audit procedures, and payroll.

Maintain accounts payable, type memos, resolutions, and

invoices. Maintain confidential personnel files, manage

reception area, receive and direct customer calls.

1988 - 1992 Trust Account Analyst

Maintain files for Trust Administration for trust customers. Update

docket information, open/close accounts, produce monthly status

report on accounts maintained.

1986 - 1988 Secretary

Support the Consumer Group Training area. Responsible for set-up of

an 18-month training program for college recruits that train for

banking positions. Produce project status reports. Assisted in

the creation of a Customer Service Manual for the branch system.

1980 - 1986 Data Entry/Telex Operator

Processed loan correspondence via telex for foreign banks in the

International Department.

1977 - 1980 Colonial Penn Insurance Company

Philadelphia, PA

Data Entry Operator - Input for homeowners' insurance

customers.

1976 - 1977 Lane Bryant

Philadelphia, PA

Retail Clerk - Preparation/documentation of merchandise.

1988 - 1990 Part-time - Rickles Home Improvement Center - Cashier

1988 - 1990 Part-time - Telemarketing Representative

Education

1974 - 1977 Northeast High School - Philadelphia, PA

1999 - 2001 Harcourt Direct Learning - Paralegal Studies

1969 - Present Theocratic Ministry School - Instructed and critiqued in

public speaking and teaching.

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