Customer Service Administrative Assistant

Dannye Riley

Email: *********@********.***

Address: *** ****** ******

City: Boca Raton

State: FL

Zip: 33487

Country: USA

Phone: 215-***-****

Skill Level: Experienced

Salary Range: $35,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Dannye C. Riley

818 Bailey Street Boca Raton, FL 33487

*********@********.***

Cell: 215-***-****

Summary of Qualifications

Detail-oriented Administrative Professional with 10 years of experience coordinating office operations, including data entry, correspondence, scheduling, mail distribution, and general accounting / bookkeeping. Display professional demeanor and outstanding communication skills. NASD Series 6 Licensed. Technical skills include:

Hardware:

PCMacintoshCopiersScanners

Software:

Microsoft OfficeONYXOmniFundRumba 2000

Operating Systems:

Windows NTWindows 95/98MacOS 8.1dbcamsAS400Microsoft Outlook

Professional Experience

Lincoln Investment Planning, Inc. Mary L. Morina, CFP, Jenkintown, PA 2003 2009

Administrative Coordinator (2005-2009) / Administrative Assistant (2003-2004) Answered phones and scheduled appointments for wide range of clients, consistently providing excellent customer service; processed all required applications and paperwork. Prepared illustrations for long-term care insurance; entered all client correspondence into DbCams system.

Delaware Investments,Philadelphia, PA 2001 2003

Processor (2002-2003) / Service Associate (2001-2002) Processed applications and service requests on various tax types, including non-retirement accounts, IRAs, Roth IRAs, and 529 plans. Developed strong knowledge of mutual funds and internal applications; studied for Series 6 license. Provided assistance to shareholders and broker / dealers.

Drexel University Lebow College of Business,Philadelphia, PA 1997 2001

Clerk Assisted college staff with student-related projects and provided students with general information regarding academic requirements. Directed information to necessary offices on campus grounds. Administered MS PowerPoint presentation for open house.

Primavera Systems, Inc.,Bala Cynwyd, PA 1998 2000

Sales Associate Maintenance Sales Maintained and updated customer database (ONYX db) and provided nationwide clients with information. Contacted existing clients to maintain software contracts and negotiated warranty and maintenance fee for previous client purchases. Organized mailings regarding seminars and updates on software.

Additional experience as Assistant Event Planner and Assistant to Administrative Staffin an academic environment.

Education Licensure

Drexel University, Philadelphia, PA 2001

Bachelor of Science in Business Administration; concentration in Marketing

Recipient of Drexel Performing Arts Scholarship; Pianist in university orchestra

NASD Series 6 Licensed

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