Margie Wong

***-* **. ***** ****** Yorktown, Virginia 23693

abkm78@r.postjobfree.com 216-***-****

____________________________________________________________________________

____________________

Professional Profile

Highly motivated business professional with exceptional work ethic,

demeanor, and a personable office presence with the ambition to excel

within the company. Team player who enjoys working and assisting others

with the capability to compromise and accept different ideas within the

organization. Able to work independently on projects and assignments.

Known to have outstanding communication skills across multi-cultural and

organizational levels. Proficient in Microsoft office: Word, PowerPoint,

Publisher, Outlook and Excel, and the Internet.

Summary of Qualifications

> Well organized and accurate in dealing with client financial

transactions with the integrity to maintain client confidentiality.

> Ability to multi-task with the dedication and drive to complete the

assignment with a positive attitude by making effective decisions,

analyzing pertinent information, and prioritizing to provide efficient

outcomes.

> Extensive experience of providing outstanding customer service in

various public settings.

> Managed company events with highest quality of satisfaction.

> Capable to work on multiple projects under pressure and meet strict

deadline requirements.

Education

The University of Akron

Akron, Ohio

May 2004

Bachelor of Science, Business Administration

Experience

Wilbanks, Smith & Thomas Asset Management

Norfolk, Virginia

July 2009-Present

Client Administrator

Provide continuous assistance to the Portfolio Manager, meet the needs the

clients by providing the highest level of customer service, Understanding

and complying with company policy and procedures, Prepare reports and

manage client accounts with Advent software, Act as the main point of

contact for brokers and clients for handling all paperwork, and request.

> Building strong relationships with brokers and clients, which led to

new business and excellent service.

> Manage client account to guarantee all demands have been met and

executed.

LPL Financial, The Tyler-Stone Group

Shaker Heights, Ohio

August 2005-December 2008

Financial Planning Assistant

Provided administrative support to a group of successful financial advisors

with the purpose of creating a well-organized and efficient practice for

the advisor's business, Prepared client reviews using BranchNet and

Morningstar financial software's, Produced pertinent paperwork and reports,

Provided excellent client service, Opened and maintained client investment

accounts, Processed new investment applications, client transactions, and

requests with the attention to accuracy, Researched and analyzed various

data under time constrains, Prepared spreadsheets and reports utilizing

Microsoft Office suite.

> Comprehended quickly and completed all projects within a reasonable

time frame for the advisors to generate new business and client

referrals.

> Proven the ability and initiative to work independently, in addition

to multi-task between several projects in order to support several

financial advisors.

> Advised clients on how to establish online account view of their

investment accounts to minimize client maintenance and concerns.

Assistant Office Manager

Back up support for the office manager, Trained new administrative staff,

Planned and Coordinated all office events, Prioritized office meetings by

using a Client Management Software called Advisors Assistant, Processed

expense reports for office events, Verified accuracy while processing new

investment application, Followed-up on pending new investment transactions

with the insurance carrier to ensure all procedures have been completed.

Strong organizational and office skills, Data entry, Use of Microsoft

Office, Known to work well with others and is well respected by staff,

Strong guest relations skills, Upkeep all investment information to

compliance regulations, Performed variety of office support functions.

> Managed office events as large as up to 300 guests with a featured

guest speaker, which lead to high satisfaction that led to potential

sales and prospective clients.

> Assisted Office Manager to orchestrate office relocation in two phases

with the purpose to create a better work environment.

> Ensured branch compliance within policies, standards, and procedures.

> Skills and perspectives gained through the progression of acquire

higher responsibilities

Margie Wong

page 2 of 2

408-H St. Clair Circle Yorktown, Virginia 23693 abkm78@r.postjobfree.com

216-***-****

____________________________________________________________________________

____________________

China Gate Restaurant

Cleveland, Ohio

April 1996-April 2008

Assistant Manager

Managed cash flow Supervised customer traffic to establish superior

customer service,, Assisted team members when needed for efficient and

fast service, Supported restaurant marketing and promotions to maximize

sales, Received high volume of take out orders via phone and in person

within a timely manner, Resolved issues with unsatisfied customers by

compensating their meal to increase their satisfaction.

> Oversaw all front-end customer contacts by providing quick and

friendly service to maximize customer satisfaction and to accomplish

the overall business goal of developing repeat customers, increase

word of mouth advertising and patron loyally.

> Created new relationships with new and existing customers by providing

good service resulting in additional sales and recognition .

Sky Bank

Beachwood, Ohio

January 2004-Febuary 2005

Client Service Associate

Provided outstanding customer service to all clients by providing prompt,

efficient and accurate service in processing their transactions and

requests, prompt, Maintained a balanced drawer under the teller performance

guidelines, Balanced ATM, Processed client transactions in a timely manner

by following the appropriate procedures, Processed ATM and night drop

deposits, Use of company intranet, AS400 Client database, Enterprise and

ETMoney money management programs.

> Excelled to become the top Client Service Associate that produced

quality referrals by suggesting and promoting different financial

products to benefit and diversify the client's assets.

> Proven ability to build and maintain effective clients and provided

helpful financial advice to assist their banking needs.

Fitworks Fitness Center

Cleveland, Ohio

April 1998-August 2005

Child Care Worker

Provided childcare and maintained a safe, clean and fun environment for all

the children of gym members ranging in age.

> Provided excellent childcare by developing relationships with the

children and their parents; resulting in an increase of customer

confidence, which enhanced a positive reputation for the childcare

center of the facility.

Receptionist

Delivered superior customer service by greeting clients, directed potential

clients to member representative's resulting to an increase sales and

client relations, Managed multi-line phone system, Scheduled and confirmed

all sales appointments for member representatives, Organized and

prioritized client information.

> Created a well-organize work environment for all employees which lead

to efficient customer service to all gym members.

Contact this candidate