Administrative Assistant Manager

Patty Kafka

**** ***** **.

Ft. Pierce, Fl. *****

Home 772-***-****

Cell 772-***-****

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

Objective: Seeking a part time rewarding and challenging position.

Experience:

Lighthouse Financial Concept

Vero Beach Fl & Port St Lucie Fl: February 2009 to October 20, 2012 (office closed)

Administrative Assistant

1. Handling all income calls

2. Setting appointments

3. Confirming appointments

4. Handling all incoming and outgoing mail

5. Maintaining office files

6. Ordering supplies and maintaining inventory

7. Organizing all aspects of meetings and seminars

8. Entering and editing client/prospect files in GBS

9. All aspects of XL and word processing

10. Meeting clients on arrival, filling out paperwork with them, making them

feel comfortable and offering refreshments

11. Filling out and processing annuity applications, following up until policy is issued and

delivered to client

Sandhill Cove

Palm City, FL: June 3, 2008 to January 31, 2009

Marketing Secretary

1. Handled all incoming calls

2. Handled all mail, incoming and outgoing

3. Maintained files

4. Ordered supplies and maintained inventory

5. Processed Marketing invoices

6. Greeted guest, both scheduled and unscheduled

7. Maintained refreshments

8. Handled monthly brunches, ordering invitations, printing and folding, mailing, taking

reservation calls, XL sheet, confirming attendance, name tags, etc

9. Maintained closing and move in schedules

10. Coordinated resident transfers

11. Assisted clients in alteration changes

Charles Schwab & Co.,

Vero Beach, FL: October, 2003 to August, 2007.

Client Service Specialist

1. Assist Branch manager with Regulatory & Compliance Requirements

2. Administrative & Operational Assistant to 7 Financial Advisors

3. Handled all aspects of client relations including problem solving issues

4. Respond to customer requests

References Available upon Request

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