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Customer Service Project

Location:
Aliso Viejo, California, 92656, United States
Posted:
May 26, 2010

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***** *******

949.***.**** ? **************@*****.***

Executive AssistANT ~ pROJECT COORDINATOR

PROFESSIONAL SUMMARY

EXPERT IN: PLANNING & EXECUTION ~ PROJECT MANAGEMENT

Creative problem-solver who envisions smart solutions and executes with

urgency across all levels of the organization. Vibrant communicator adept

at working with cross-functional teams to produce large-scale events.

Extensive knowledge of project coordination, budget and supply management,

technology and media. Motivated leader effective at boosting morale,

enhancing productivity and supporting business development efforts. Proven

ability to thrive under pressure, deliver excellence, establish

relationships, and implement new technology (SNL Financial) and ideas to

ensure effective outcomes. Advanced computer skills, including Microsoft

Office and Adobe.

CORE COMPETENCIES

Conference/Special Event Planning & Execution ~ Productivity & Performance

Improvement ~ Project Management

Exemplary Customer Service ~ Workshop Planning & Execution ~ Organization &

Prioritization ~ Competitive Analysis

Internet Research ~ Marketing & Promotional Materials ~ Business

Development ~ Detail Oriented

PROFESSIONAL EXPERIENCE

Pacific Investment Management Company (PIMCO), Newport Beach, California

2006-Present

Separate account management services for insurance companies, employee

benefit plans, endowments and foundations.

Business Development Assistant

Integral contributor to raising our company's profile and securing new

clients by providing program support for business development efforts.

Primary coordinator for high level conferences and special events,

responsible for all phases, from planning stages through to execution.

Assist with business development activities by facilitating meetings and

conference calls between investment representatives, prospective and

current clients. Provide professional support services for investment

staff, including domestic and international travel arrangements. Format,

distribute and track client and prospect communications using email

marketing tool, including utilization of appropriate templates, reviewing

and proofreading drafts, monthly reports and marketing material

distribution. Collaborate on business plans and project leader for the

development of a co-branded marketing piece with a Fortune 500 insurance

client.

Key Achievements

. Commended for developing strong rapport with clients and consultants,

contributing toward the team's successful management of over $12B in

assets.

. Responsible for preparation of world class presentations, ensuring all

marketing materials reflect appropriate strategy and conform to

corporate standards.

. Able to process high volume phone and email inquiries from clients and

colleagues, enhancing ability to prioritize and complete multiple

tasks under stringent deadlines.

. Achieved level of strong knowledge of operations, becoming the "go-to"

person for my team and other departments.

. Recognized as Subject Matter Expert in area of responsibilities and

asked to produce and present training materials.

paragon realtors, Lake Forest, CA

2005 - 2006

Real estate firm that builds relationships with clients one sale at a time.

Office Manager/Assistant

Designed, coordinated and successfully executed direct mail campaigns.

Produced marketing packages for listed properties, including property

brochures, comparable properties and title reports. Performed

administrative duties including, answering phones, data entry and ordering

supplies. Originated and reviewed sale and lease contracts and wrote and

coordinated professional real estate advertisements.

EDUCATION

Bachelor of Science for Merchandising, Minor in Business, University of

North Texas, Denton, TX



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