Customer Service Administrative Assistant

Vida

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

Address: Blackwell

City: Long Beach

State: CA

Zip: 90804

Country: USA

Phone: 562-***-****

Skill Level: Assistant

Salary Range: 50000

Willing to Relocate

Primary Skills/Experience:

Administrative Assistant, Clerical, Receptionist, Office Management

Educational Background:

High School

Job History / Details:

Administrative Assistant / Branch Developer / Customer Service

Summary

Professional Administrative Assistant with more than 12 years of experience; Adept at working in fast-paced environments demanding strong organizational, leadership and interpersonal skills. Committed to exceptional customer service and driven by challenges. Detail-oriented and resourceful in spearheading, organizing and completing projects. Ability to multitask effectively.

Experience

Charles A. Neff - Financial Network Advisors, Lakewood, CA

2003 to 2013

Administrative Assistant

Performed various clerical and administrative duties for office of four financial advisors, including scheduling appointments and meetings, providing public information on programs, typing, filing, faxing, and answering phones.

* Scheduled and organized client meetings

* Responsible for management of day to day activities for the advisor team and team leader

* Drafted letters to clients, obtained signatures from clients, and assisted with marketing letters and meeting follow up letters

* Contacted and responded to clients and client advisor requests for statements, investment performance, cash distributions and performance reports

* Developed, maintained and updated client information files for the advisor team

* Processed expense reports; managed special projects and other responsibilities as necessary to meet business needs

* Provided coverage of main phone lines and first point of contact for office

Financial Network, Torrance, CA

2001 to 2003

Client Service Associate Brokerage Registration

Responsible for providing account and software support to Financial Advisors, OSJ Team, and Office Assistants.

* Maintained Microsoft Access database with current address, telephone and office staff changes for Registered Financial Advisors

* Processed Producing Financial Advisors and Non-Producing staff fingerprint cards to NASD/CRD daily; Mailed registration paperwork and fingerprint cards to the NASD/CRD

* Maintained Microsoft Access database of fingerprint payments and clearance status

* Created and prepared start-up materials for new Financial Advisors

* Recognized for exceptional client and department team support and awarded Employee Of The Month Plaque

Helpmate Staffing Service (Financial Network), Torrance, CA

2000 to 2001

Branch Developer

Contingent employee assigned to assist investment firm with processing and setting up new branch transitions

* Prepared and submitted Block Transfer Letters to Fund companies

* Answered incoming calls from OSJ, Financial Advisors and their assistants regarding account inquires and software support

* Expedited required account documents to State Registration Department via overnight mail, email, and/or fax

* Ensured Mutual Funds transition were transferred properly and monitored status

* Provided Mutual Funds transfer status updates to Financial Advisors

* Maintained accurate electronic and paper filing systems of Branch Addresses, Name changes, Office Personnel and Licenses

* Created new branch files and maintained accurate filing records for three brokerage firms

Heinz Pet Products, Terminal Island, CA

1997 to 2000

Customer Service Representative

Performed all aspects of customer service and satisfaction, including answering busy multi-line phone system, coordinating special promotions, invoice preparation & order tracking, and providing detailed information for various products.

* Assisted warehouse manager with inventory tracking

* Provided customers with Proof of Delivery information via telephone, email and/or fax

* Secured private labels for Albertson's Grocery stores preventing company from losing sales by delayed delivery of products

* Received exemplary recognition for taking necessary procedures to ensure timely product delivery to Safeway for promotional event

* Saved company $30,000 by locating misplaced pallets

Skills

* Administrative Support

* Agenda and Event Coordination

* Alphanumeric Filing

* Confidential Records Management

* Business Correspondence

* Brokerage Operations

* Client Services

* Mail Distribution

* Call Screening

* Reception Duties

* MS Excel

* Handled Multi-Line Phone System

* MS Word

* 10-Key Calculator

* MS PowerPoint

* PC Operations/Data/Back-ups

* MS Access

* Research and Reporting

Education

Harriet Tubman High School, Compton, CA

1981

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