Raquel Wing
**** ** ****** ****** **** Beach, CA 90815 562-***-****
abmrxf@r.postjobfree.com
Objective
To obtain an administrative assistant position in a dynamic company with
future potential. Seeking a challenging environment to utilize my
analytical and interpersonal skills while learning from a results-driven
organization.
Education
California State University of Long Beach Long Beach, CA
Graduated: May 2009
Bachelor of Arts - International Studies with a minor in Spanish
Professional Experience
Morgan Stanley Smith Barney Long Beach, CA
Aug. 2009 - Present
Registered Client Service Assistant to Financial Advisor
. Assist top-producing Broker in business development and
acquisition
. Handle daily client profile maintenance
. Maintain an ever-changing calendar; coordinate conference calls
. Responsible for filing, faxing, copying and other administrative
duties
. Generate performance based reports for clients on a quarterly
basis
. Assist clients with Class Action Suit Paperwork
. Generate mail merges and filters for mass mailings to clients
and prospects
. Help create drastic increases in sales and potential leads
through intense warm and cold calling
. Coordinate seminars and annual client events
. Perform administrative duties and maintained extensive
interaction with clients in all phases of business transactions
. Sales experience from an advisor that is in the top 1% of
advisors in the country
College Work Experience
Smith Barney Long Beach, CA
Jan. 2009 - Aug. 2009
Paid Internship
Smith Barney/ Long Beach, CA
Feb. 2008 - Dec. 2009
Paid Internship
Summary of qualifications
. Series 7 and 66 registered
. Years of practical knowledge in the financial consulting
environment and framework
. Experience with project supervision, customer service and sales
. Strong analytical, organizational, and communication skills
. Advanced knowledge of Microsoft Office Suite: Word, Excel,
PowerPoint and Outlook
. Ability to prioritize a task list, enter data, file and answer
telephones
. Quick and thorough aptness to understand clients needs
. Personally self-assertive and skilful in multitasking
. Proven self starter and full of eagerness to learn new
procedures or methods
. Established business techniques from top financial advisors in
the greater Los Angeles area
Professional References
. Furnished upon request