Administrative Assistant Customer Service
Resume:
Maureen Dunbar
Sykesville, Maryland 21784
**************@*******.***
Skills
Excellent organizational skills
Strong customer service skills
Accurate data entry
Expert MS Office, Excel, Outlook, PowerPoint
Experience
Heritage Financial, LLC., Hunt Valley, MD
Client Relationship Manager July 2015 to January 2017
Maintain CFP’s Outlook Calendar.
Book meetings with clients and CFP.
Prepare files for client meetings, include appropriate forms for meeting.
Assist clients via email and telephone with inquiries on their accounts.
Fax and follow up with head office on activity on clients accounts, ie: change of address, beneficiary, distributions, rollovers, etc.
PennGlobal Marketing, Columbia, MD
Regional Administrator/Office Manager November 2014 to July 2015
Answer, screen and transfer inbound phone calls, receive and direct visitors and clients.
General clerical duties including photocopying, fax and mailing.
Maintain electronic and hard copy filing system, handle requests for information and data.
Prepare and modify documents including correspondence, reports, drafts, memos and emails.
Schedule and coordinate meetings, appointments and travel arrangements for managers or supervisors.
Open, sort and distribute incoming correspondence.
Maintain office supply inventories, coordinate maintenance of office equipment.
Weichert Realtors, Germantown, MD
Processing Manager, October 2011 – February 2013
Responsible for processing commissions, Escrow, expense reports.
Prepared and reviewed PowerPoint presentation, set up training room for weekly sales meeting.
Ordering office supplies, troubleshooting computer issues, maintained office files and follow up for missing forms to the files.
Dealt with vendors on various issues.
Created and maintained and up-dated building key cards for the employees.
Total Wine & More, Potomac, MD
Senior Administrative Assistant, June 2008 – October 2011
Responsible for processing and confirming wine shipment orders with our suppliers.
Compiled quarterly sales reports.
Handled pro forma invoices.
Followed up with suppliers on non-confirmed orders, solving problems and finding solutions to supplier’s inquiries.
David Chittle, CA Tecumseh, Ont
Administrative Assistant, April/02–October/02
Effectively provided strong administrative support to 3 Chartered Accountants and 2 bookkeepers.
Prepare financial statements, including all related correspondence on a daily basis.
Assemble financial statements and corporate income tax returns for clients so that the returns are mailed out on time.
Prepare Monthly invoicing for review by the President.
Maintain and update client files, so that correct information is available when needed for meetings with clients.
Arranging appointments for year-end reviews by clients with the Professional staff as required.
Vilo Systems Inc. Tecumseh, Ont.
Executive Assistant/Receptionist, Sept./97–Jan./01
Represented the president/owner by welcoming visitors, reviewing correspondence; arranging corporate functions; answering questions and meeting requests directed to the president.
Arranged corporate travel and meetings by developing itineraries and agendas; booking other transportation; arranging lodging and meeting accommodations.
Completed projects and special assignments by establishing objectives; determining priorities; managing time.
Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Improved quality results by studying, evaluating, and re-designing processes; implementing changes.
Enhanced president's and corporation's reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
Robertson-Hall Ins. London, Ont.
Administrative Assistant/Receptionist Sept./95–Sept./97
3 years experience as an administrative assistant in a fast-paced environment.
In-depth working knowledge of relevant computer applications.
Well-developed administrative competencies including bookkeeping and secretarial skills.
Strong background in client relations.
Crosslands/Premier Marine Inc. London, Ont.
Executive Assistant Aug./90–Aug./95
Proven ability to organize and accomplish a number of simultaneous projects within time constraints.
Demonstrated ability to work independently to efficiently complete multiple assignments.
Adept at proactive problem-solving and follow through.
Proven ability to interact effectively with clients and staff at all levels.
Proficient in a number of different computer applications.
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