Customer Service Administrative Assistant

Jodi Isom

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

Davis Junction, IL 61020

815-***-**** (cell)

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

Education:

Associate of Applied Science

Major: Office Systems

Legal Transcription Certificate

Kishwaukee Community College, Malta, IL

May 1990

Kishwaukee Community College, Malta, IL

General Education Courses 1996-1997

Sycamore High School, Sycamore, IL

General Education Courses

High School Diploma 1988

Relevant Software:

Microsoft Word Principia Pro

Microsoft Excel Microsoft Money

Microsoft PowerPoint Quickbooks

Microsoft Access Microsoft Outlook

Internet Experience

Professional Experience:

July 2, 2010 to Present

Kelley Williamson Mobil, Byron, IL

Sales Associate

Responsibilities include: excellent customer service, cash handling,

maintaining a clean and neat store at all times

June 2007 to January 2008

TransAm Truck & Trailer Parts, Rockford, IL

Accounts Payable Assistant

Responsibilities included: assisted with all facets of accounts payable,

filing, typing, maintain high level of confidentiality regarding company

functions, and maintain general knowledge of company policies and

procedures.

October 2001 to October 2004

RSM McGladrey, Inc., Rockford, IL

Wealth Management

Client Service Representative

Responsibilities included: Overall management of client accounts including

verification of cash balances for fee pulls and monthly withdrawals, check

requests, wire transfer requests, process trades, and process changes in

registration, address, etc., develop and maintain general understanding of

Schwab policies and procedures and compliance requirements, complete forms

and other documents to establish new accounts, follow-up on pending

transfers and trouble-shoot various problems, create and edit various

reports, spreadsheets, and client correspondence, create and maintain

various tracking devices, i.e. mail log, WIP, work plans, "To-Do Lists",

etc., establish procedures that implement operational policies, coordinate

and develop written plans and proposals including software input and

analysis, and working with clients to clarify and/or determine needs and

objectives, extensive client communication and trouble-shoot client

concerns, arrange and participate in client meetings and prepare for those

meetings using on-line software, Schwab website and internet to print

current statistical reports, delegate tasks and supervise personnel and

special projects, maintain high level of confidentiality regarding company

functions, and maintain general knowledge of company policies and

procedures.

May 2000 to October 2001

American Express Financial Advisors, Rockford, IL

Senior Financial Advisor's Assistant - Business Operations Manager

Duties Included: Word processing, creating and editing spreadsheets,

creating and editing monthly reports using Microsoft Money software,

preparing for client appointments using American Express Home Office

software, ordering/maintaining supplies, delegation of tasks, supervising

personnel and special projects, exclusive maintenance of SPS (Strategic

Portfolio Services) client accounts, database management, extensive use of

the internet, preparation of outgoing mail and new business to be sent to

Home Office, telephone reception and trouble-shooting of client issues,

appointment set up, maintain high level of confidentiality regarding

company functions, and general knowledge of company policies and

procedures.

April 1999 to May 2000

GC/Waldom Electronics, Rockford, IL

Executive Administrative Assistant

Duties included: Word processing, creating and editing spreadsheets

including charts and graphs, creating presentation slides, creating and

editing monthly reports, taking and transcribing meeting minutes, filing,

ordering/maintaining supplies, compilation of expense reports, organization

and coordination of meeting and travel arrangements, receiving and

distributing daily mail and preparation of outgoing mail, telephone

reception of departmental calls, assisting with office remodel and

relocations project, delegation of tasks, supervising personnel and special

projects, maintain high level of confidentiality regarding company

functions, and general knowledge of company policies and procedures.

September 1994 to April 1999

DeKalb Genetics Corporation, DeKalb, IL

Secretary

Legal Department and Business Review (5/96 - 4/99)

Duties included: Word processing, creating and editing spreadsheets

including charts and graphs, creating presentation slides, creating and

editing monthly reports, taking and transcribing meeting minutes, filing,

ordering/maintaining supplies, compilation of expense reports, organization

and coordination of meeting and travel arrangements, receiving and

distributing daily mail and preparation of outgoing mail, telephone

reception of departmental calls, delegation of tasks, supervising personnel

and special projects, maintain high level of confidentiality regarding

company functions, and general knowledge of company policies and

procedures.

Data Coordination and Statistical Services Department (9/94 - 5/96)

Duties included: Word processing, creating and editing spreadsheets

including charts and graphs, creating presentation slides, creating and

editing monthly reports, filing, ordering/maintaining supplies,

compilation of expense reports, organization and coordination of meeting

and travel arrangements, proper coding and distribution of invoices,

maintaining location directories, data entry, receiving and distributing

daily mail and preparation of outgoing mail, telephone reception of

departmental calls, maintain high level of confidentiality regarding

company functions, and general knowledge of company policies and

procedures.

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