Administrative Assistant Manager
Resume:
ANITA SPITZER
Citrus Heights, CA 95621
*************@*****.***
Summary of Qualifications
Administration
*Interpretation and implementation of office policies and procedures.
*Maintained confidential personnel records.
*Maintained all office equipment, telephone systems, and computer systems.
*Composed and typed reports, memos, and correspondence.
*Created and projected a positive, professional public image.
*Customer relations, answered questions, solved problems using tact
diplomacy and good judgment.
*Inter-organizational liaison, coordinated projects with various
departments and between sales and support staff.
FLEXIBLE AND VERSATILE - Able to maintain a sense of humor under
pressure. Poised and competent with demonstrated ability to transcend
cultural differences.
EXPERIENCE
CITI GROUP/CITI PERSONAL WEALTH MANAGEMENT 10/29/2007-02/12/2010
Roseville, CA 95661
CLIENT SERVICE ASSOCIATE - Assistant to Financial Advisors. I provide
daily administrative support. Setup appointments, answered and return phone
calls from clients. Processed new account paperwork. Sent out mailers to
clients. Researched problems.
UBS FINANCIAL SERVICES, INC. 08/02/2006 - 03/15/2007
Sacramento, CA
ADMINISTRATIVE ASSISTANT/RECEPTIONIST - Worked for three Financial
Advisors. I provided daily administrative support. Answered phone calls,
helped with client questions, processed check requests, journals, mailed
out prefilled new account applications for client's signatures.
WACHOVIA SECURITIES 02/2003 - 05/09/2006
Roseville, Folsom and Sacramento Offices
ADMINISTRATIVE ASSISTANT/RECEPTIONIST - Worked for the Branch Manager and
two other Financial Advisors in Roseville and Folsom offices. I provided
daily support to the three Financial Advisors as an assistant. Answered
phone calls, client questions, processed check requests, journals, opened
new accounts and mailed out paperwork, provided cost basis, fed fund wires
per client's requests, process LOAs, etc.
I accepted a sales assistant promotion in Sacramento after the Manager
retired. I then worked for a group of six Financial Advisors and two other
sales assistants.
VALLEY COMMUNICATIONS 07/2002 - 10/2002
(Subcontractor for HP) Part-time
Roseville, CA
Admin. Data Entry - Data migration of excel spreadsheets. Researched and
entered information on suppliers into one final spreadsheet.
BANK OF AMERICA 10/2001 - 07/2002
Post-Closing Review Dept.
Rancho Cordova, CA
FUNDER/REVIEWER - Reviewed and funded equity loans on the computer and
files. I contacted bank branches when questions arose.
DATA ENTRY CLERK - Provided data entry support for the Collateral Tracking
Dept. Helped with daily mailings of Deeds of Trust. Printed out title
instructions, checked notary seals for clarity and attached government code
sheets, as well as sent general acknowledgements to notaries to complete.
Prepared FedX packages .
UBS/PAINEWEBBER, INC. 05/2000 - 07/2001
Billings, Mt. (Gene Leonard, Mgr)
US BANCORP PIPER JAFFRAY 01/1998 - 04/2000
Sacramento, CA (Gene Leonard, Mgr)
PRUDENTIAL SECURITIES 03/1995 - 12/1997
Roseville & Sacramento, CA (Gene Leonard, Mgr.)
ADMINISTRATIVE ASSISTANT - Provided administrative support to the Branch
Manager.
Principal responsibilities: Prepared branch correspondence, screened
incoming calls, answered routine correspondence, made travel arrangements,
set up meetings, etc. Handled registration of Financial Advisors and
client service associates. Maintained legal, compliance, and advertising
files. Maintained office communications, payment of all bills and prepared
expenses reports. I kept a spreadsheet on trainees hired. Processed all
new hires and maintained branch personnel records.
EDUCATION
Attended Skill Path Seminars while at UBS/PaineWebber, Inc., US Bancorp
Piper Jaffray Inc. Prudential Securities and Smith Barney.
Attended internal Microsoft computer classes on Word and Excel.
Telephone Techniques Class - Spokane Falls Continuing Education
Merced Jr. College - 2 years
Merced High School Graduate
COMPUTER SOFTWARE - Microsoft 2000 Office programs (Word, Excel, and
Outlook). Completed Microsoft Office 2003 - Word, Excel, & some PowerPoint
training in 2007.
REFERENCES - Professional and personal references provided upon request.
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