Sales Administrative Assistant

KATHLEEN MATTER

*** ****** ****** ***** ****: 636-***-**** CELL: 314-398-

2301

O'FALLON, MO 63366 E-MAIL: abjd26@r.postjobfree.com

OBJECTIVE:

To obtain a position that will enable me to use my strong administrative

skills and ability to work well with people, while making a strong and

positive contribution.

CAREER PROFILE:

. Detail-oriented, efficient, and organized professional with 25+ years

extensive experience in various administrative positions.

. Possess strong analytical and problem solving skills, with the ability

to make well thought out decisions.

. Excellent written and verbal communication skills.

. Highly trustworthy, discreet, and ethical.

. Resourceful in the completion of projects and effective at multi-

tasking.

. Self-starting, independent worker.

. Excellent time management skills.

. Proficient in the use of MS Word, MS Excel, MS Access, and familiar

with MS Outlook and MS PowerPoint.

. Adaptable to new concepts and responsibilities.

. Notary Public for the State of Missouri.

EXPERIENCE:

1997 - 2010

National Financial Services/Gregory Stewart, CLU, ChFC, REBC, RHU

Office Manager/Executive Financial Assistant/Sales Administrator

. Provided administrative support to the Owner/President of financial

planning firm with 500+ security/brokerage related clients (Walnut

Street Securities) and 300+ life insurance clients (Ohio National

Life).

. Transacted and reconciled securities acquisitions and divestitures.

. Directly responsible for keeping the office compliant with all

regulatory agencies.

. Served as in-house sales contact for large client database. Vital to

the trail business and maintenance of these accounts.

. Provided support and assistance in the administration of various

company pension/401(k) plans.

. Developed and maintained a current client database.

. Created and maintained up-to-date confidential client files.

. Obtained group medical quotes from various vendors.

. Instituted organizational strategies and measures for continuous

improvement and efficient business operations.

. Prepared investment reviews for client presentation.

. Responsible for payroll and employee payroll taxes.

. Instituted organizational strategies and measures for continuous

improvement and efficient business operations. Continually looking

for areas of inefficiency to provide cost-savings to company.

Kathleen M.

Matter

Page -2-

EXPERIENCE CONTINUED:

1994 - 1997

Dr. Douglas Huff, O.D., St. Louis, MO

Front/Back Office Optometrist Assistant

. Obtained and recorded patient's preliminary case history.

. Maintained records, scheduled appointments, performed bookkeeping,

correspondence, and filing.

. Worked closely with accounts receivable.

. Processed insurance claims.

. Prepared patients for vision examination; assisted in testing for

depth perception, color perception and visual field, utilizing ocular

testing apparatus.

. Instructed patients in care and use of glasses and contact lenses.

. Assisted patients in frame selection. Adjusted and repaired glasses.

. Maintained inventory of materials and cleaned instruments.

1985 - 1993

Dataport Technologies, Inc., St. Louis, MO

Accounting Assistant, Literature Coordinator, Data Entry Clerk,

Receptionist

. Provided administrative support to various sales team members and

served as a back-up administrative assistant to the President of the

company when needed. Such responsibilities included business

correspondence, calendar management and travel arrangements.

. Responsible for accounts payable and accounts receivable.

. Handled daily deposits.

. Responsible for ordering and maintaining all literature and sales

materials for 40+ sales staff.

. Responsible for ordering, organizing, and distributing all office

supplies.

. Handled all incoming calls and mail. Greeted clients and vendors.

Resolved inquiries.

1975-1978

Coburn, Croft, Shephard, Herzog & Putzell, LLP (now known as Thompson,

Coburn, LLP)

Legal Secretary, Receptionist

. Generated and finalized correspondence, memoranda, briefs, appeal

forms, interrogatories and all other documentation associated with the

practice.

. Kept track of billable hours.

. Took shorthand and was proficient with the dictaphone.

. Answered a large multi-line phone system, greeted visitors and

provided information when needed.

REFERENCES:

Available upon request.

Contact this candidate