Assistant Administrative

RACHEL GALAMBOS

360-***-**** • ************@*****.***

*** **** ******, *********, ** 27547

PROFESSIONAL EXPERIENCE

FIRST Financial Group, Raleigh, North Carolina

Executive Assistant

Worked as an all-around employee with a vast array of duties.

Helped the company transition from working through a Broker-Dealer to becoming an independent Registered

Investment Advisor. Help establish and maintain new office procedures, company policies, client databases and

other necessary areas for the new business.

Everyday tasks include maintaining files and databases, reception, handling any client requests, recording and

processing incoming account forms and other paperwork, and initializing and processing life insurance and

investment account applications. Process incoming and outgoing client monies, handle client correspondence and

other necessary duties in the office.

Prudent Financial Group, Raleigh, North Carolina

Administrative Assistant

As the company’s only employee, performed all necessary steps to attain and maintain clients’ insurance, including

filling out investment and insurance applications, gathering clients' personal information, taking and handling

insurance premium monies, running insurance quotes, understanding multiple products through many carriers,

and maintaining client policies

Provided all necessary office duties including maintaining client files, reception, and keeping all office supplies in

stock and available

Maintained company website and updated website newsletters and seminar information

Maintained and updated company client database

Provided assistance in client investments by creating and submitting applications, handing investment monies,

making 401(k) contributions, and understanding investment products

Yelm Homes, Yelm, WA

Assistant

Real Estate Assistant. Managed marketing for the company, maintained files and paperwork, met with clients and

worked closely with Realtors, Title Companies, Counties and Banks to create and sustain business for the company

and to handle any issues that could impede the progress of business.

Self-employed, Yelm, WA

Riding Instructor

Provide affordable equestrian riding lessons for local children and adults. Organize and manage my business in

order to provide lessons to students of many different skill levels, ages and personalities.

EDUCATION

Lake Erie College, Painesville, OH

Bachelor of Science in Business Administration, 2010

Concentration: Marketing

Minor: Entrepreneurship

Feb. 2012 - Present

Feb. 2011 – Feb. 2012

June 2010 – Jan. 2011

Jan. 2004 – Jan. 2011

COMPUTER SKILLS

Windows7, Windows 2003, Vista, Microsoft Word, Publisher, Excel, PowerPoint, Photoshop,

Adobe Illustration, Outlook, ACT!, Junxure, website maintenance

COMMUNITY INVOLVEMENT

Volunteer, Harbor Light Hospice, 2009 – Present

Volunteer, Lake County Humane Society, 2009 – Present

Volunteer, New Avenues to Independence, 2010

Volunteer, Yelm Moose Lodge, 2009-Present

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