Customer Service Assistant

CHRISTINE M. NEWMAN

Phone: 848-***-****

E-Mail- *****@*******.***

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Objective: Administration/ Assistant

Summary: Experienced individual with ten years of progressive experience providing office support to senior executives.

Self starter with excellent organizational skills and ability to work independently. Maintain professionalism at all times

and use discretion when handling confidential data.

Work History

Sovereign Bank Trust & Wealth Management Division

Assistant Investment Officer Dec. 1999- Dec. 2009

•Oversee client portfolios within guidelines

•Prepare quarterly performance presentations

•Monthly meeting minutes

•Maintain office supplies and inventory

•Assistant to four portfolio managers

Trust Investment Assistant

•Assistant for two portfolio managers

•Trade stocks, bonds and mutual funds at clients request

•Draft and compose client letters

•Prepare meeting agenda and minutes for monthly meetings

•Prepare proposals for new client prospects

Receptionist/ Secretary

•Operate 16 line phone system

•Open and distribute mail to proper location

•Assist with mass mailings

•Provide support with client correspondence and file management

Credit Bancorp Oct. 1998- Dec. 1999

Receptionist/ Secretary

•Assistance putting contracts together

•Operate 16 line phone system

•Filing

•Various other office duties

Quaker Special Risk March 1996- Sept. 1998

Assistant Underwriter

•Customer Service Assistant

•Policy Issuance & Processing

•16 Line Switchboard

•Filing

•Quoting & Binding Accounts

Education

Diploma- Brick Township High School, 1995

Medical Assisting Certificate- Ocean County Vocational, 1994

Cannon Financial- Trust Investments Classes I, II and III

Skills

Windows 2000, Microsoft Word, Excel, Office Typing 60 WPM, Microsoft Outlook, Internet

References Supplied Upon Request

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