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Customer Service Executive Assistant

Wilmington, Delaware, United States
January 19, 2018

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Tanya Marshall



Western & Southern Bala Cynwyd, PA January 2014- January 2016

Financial Representative

•Meet with clients to discuss financial goals

•Recommend financial services and products for clients needs

Red Lobster Wilmington, DE May 2007- June 2011


•Maintained positive relations with staff and customers in high-volume, fast-paced operations

•Proven ability to handle currency and financial transactions accurately

•Excellent communications skills

•Provided efficient service by guiding guests through menus and ensuring their positive


Camden Co on Economic Opportunites Camden, NJ Sept. 2005- April 2007

Executive Assistant

•Implemented administrative plans for new construction site

•Created and maintained effective filing system to aid in the maintenance of the administration

•Investigated and recorded all correspondence

H&R Block Camden, NJ Jan. 1994 - April 2005

Office Manager

•Managed staff of up to sixty-five tax professionals as well as clerical staff

•In depth knowledge of filing tax returns and federal tax laws

•Trained new and rehired Associates while maintaining employee schedules

•Proven track record of providing accurate financial services and in depth knowledge of state and federal tax law.


Camden Co VoTech 1994

Kanes Business School 1996

Licensed Life/Health 2011

References available upon request.

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