Sales Assistant
Resume:
SANDRA A. JESSUP
Fort Wayne, IN 46815
********@*****.***
PROFESSIONAL EXPERIENCE
SMITH BARNEY, Fort Wayne, IN (1995 to 2009)
Registered Client Services Associate (1999 to 2009)
Supported several Financial Advisors and their clients by opening and servicing accounts, placing
unsolicited market trades and processing transactional requests. Completed administrative tasks such as
copying and mailings and taking phone calls and messages. Provided research to the advisors and
educational information to office staff. Also, performed switchboard and receptionist duties each day.
Registered Sales Assistant (1995 to 1999)
Provided marketing for two Financial Advisors by completing mailings, doing cold calling, setting up and
attending client and prospect seminars, and preparing client reviews.
NORWEST INVESTMENT SERVICES, Fort Wayne, IN (1993 to 1994)
Registered Sales Assistant
Opened brokerage accounts and made updates as necessary. Interacted with customers and traders.
Executed trades. Completed administrative task such as faxing, copying, producing letters and reports and
maintaining supplies.
LINCOLN BROKERAGE SERVICES, Fort Wayne, IN (1990 to 1993)
Banking Services Counselor
Performed operational duties for a two person office that serviced 19 branches and 8 affiliate banks for
the discount brokerage services of the bank.
EDUCATION
Completed Continuing Education for company sponsored courses and Series 7 license.
Achieved FINRA Series 7 and Series 63 Brokerage Licenses 1990
International Business College, Fort Wayne, IN
Studied toward Private Secretarial Degree
Indiana University/Purdue University, Fort Wayne, IN
Studied toward Elementary Education Degree
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