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Customer Service Office

Location:
Dayton, OH
Posted:
October 26, 2017

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Resume:

Louise Snyder

**** ********** ******

Dayton, Ohio 45420

************@*****.*** - 937-***-****

Desired Job Type:

Part-time, Work from home

Currently freelance work as

eBay assistant for eBay Seller

Work Experience

Cashier

Groceryland

New Lebanon, Ohio October, 2015 to April, 2016

Part-time Cashier at Groceryland, a local supermarket in New Lebanon, Ohio.

Cashier/Customer Service

WalMart Super Center

Hendersonville, NC October 2007 to October 2012

Responsibilities

Cashier position at very busy WalMart location. Required careful attention to detail, and excellent client servicing skills. The day began with a smile, and ended with a smile.

Accomplishments

Increased processing speed, learned all the produce codes; learned to smile and be patient for some customers who were less than friendly; learned about the grocery/retail business which was refreshing after over 45 years in the office.

Skills Used

Customer servicing, how to use a cash register; how to recognize various products that I'd never heard of before.

Clerical Assistant

Henderson County Dept of Social Services

Hendersonville, NC November 2005 to February 2008

Responsibilities

Provided clerical support to Social Workers in the Children & Families and Adult Services divisions of DSS which included: data entry; answered phones; filing; prepared various excel departmental reports, including coding and preparing the Medicaid/Medicare monthly report; input employee weekly timesheets, redacted file copies needed for court cases; and other general duties as requested.

Accomplishments

Managed to handle two departments (both of whom required their own assistant) without any controversy between the two; learned the State database reporting system as well as the County system; successfully managed to accept each task requested with a smile, and promptness.

Skills Used

Computer; Word, Excel, In-house database system, filing, light bookkeeping, and general office skills.

Administrative Assistant

Wahlman, Gehrke & Solomon, Estate Planning

Naples, FL September 2004 to September 2005

Responsibilities

Prepared various estate planning documents for signage, notarization and delivery to clients. Set in on client meetings and notarized documents. Answered phones; entered employee billings into "Matters" database system; set appointments; managed & streamlined client database; and other general office duties.

Accomplishments

Learned about estate planning and all that it entailed. Learned to merge boilerplate captions with new documents. Was given the responsibility of maintaining and streamlining the client database to produce and deliver newsletters and announcements. Thoroughly enjoyed my co-workers and the general atmosphere of the office.

Skills Used

Computer & typing skills, database management, notary license, client servicing, correct packaging of critical documents, seminar planning.

Dir. of Marketing Services & Division Compliance Officer

Templeton Portfolio Advisory, a Division of Franklin/Templeton Resources, Inc. Carmel-by-the-Sea, CA June 1988 to December 1999

Responsibilities

After three years in the Ft. Lauderdale FL office, was sent to Carmel CA to help set up the marketing division of the new wrap fee program to be offered by Templeton Portfolio Advisory. My responsibilities started with the creation of jobs, writing job descriptions and hiring and supervising personnel who performed the various positions required to handle marketing and account services for our client base. Initially, I coordinated road shows and seminars for the Sr. Executives and Portfolio Managers, which included hotel & travel arrangements, packaging and delivery of handouts and slide shows, and sending invitations, as well as tracking RSVPs and responding to client questions (fighting fires during a bad market).

Accomplishments

This was a mammoth feat, as within three years, we grew from two employees to 50, and increased assets from $0 to over $2 Billion. We focused on excellent client servicing to both investment advisers and their clients. I created a client database to service the clients, and set up customized client communications and reporting. We built our quarterly reports in-office, and successfully distributed them to over 1,200 clients and their advisers. I also obtained various NASD licenses required for this position: NASD Series 7, 24, 65, 66 & 63.

Skills Used

Literally everything I had.

Education

High School Diploma in Commercial/Office Practices

West Carrollton Sr. High School -

West Carrollton City, OH

Skills

Typing, Computer, Gregg Shorthand, Microsoft products, ACT Database; Axys Portfolio Accounting System, Quickbooks Pro, Inventory Management, Legal Research, Database Management, Customer Service, Powerpoint presentations, Excel, Word, People Skills, and general Administrative, Secretarial, and Office Management duties. Previously NASD Licensed: Series 7, 24, 63, 65, and life, health & annuities license (inactive). Trained for telemarketing at Guthy Renker.



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