Administrative Assistant Customer Service
Resume:
Rita J. Jordan
Lawrenceville, GA 30044
***********@*****.***
Core Competencies: Corporate Administration, Customer Service, Shareholder Relations & Personnel Services, Insurance and Investment Services, EDGAR* Professional Experience
WealthPartners, LLP, Ridgeland, Mississippi 2013 - Present Office Manager/Insurance Services
• Maintain office services by organizing office operations and procedures; controlling correspondence; coordinating schedules and calendars for vendor and advisor meetings; designing filing systems; reviewing and approving supply requisitions; and coordinating IT maintenance for all office equipment
• Maintain database (Redtail), electronic files-scan client documents to appropriate source, and maintain filing system
• Establish and maintain files and case notes for client and prospect
• Coordinate distribution of client statements via Advisor Enterprise
• Create and update marketing materials including sales and prospect presentation materials (i.e., Power Point, flow charts)
• Coordinate travel arrangements and conference attendance for executive leaders and advisors
• Monitor and coordinate Continuing Professional Education (CPE) and licensing compliance for producers and team
• Provide client services and support for Insurance and Investment clients Parkway Properties, Inc., Jackson, Mississippi 1991 - 2013 Office Manager/Shareholder Relations Coordinator/Executive Administrative Assistant
• Supervised office assistant/runner and receptionist/administrative assistant
• Responded to shareholders concerns
• Formatted and disbursed news releases nationwide
• Edited annual reports and maintained company minute books
• Formatted and electronically filed reports to the Securities and Exchange Commission via the Electronic Data Gathering and Retrieval (EDGAR) Link*
• Electronically completed, filed and paid fees for corporate annual reports to various states
• Made travel arrangements and coordinated lunch meetings
• Purchased and maintained office supplies
• Verified payment of invoices associated with office supplies
• Audited shipping invoices
• Maintained employee personnel records, service contracts and copiers
• Completed Verification of Employment Requests
• Updated and maintained directors and officers company stock ownership Ingalls Shipbuilding, Inc., Pascagoula, MS 1971 - 1990 Program Administrative Support Specialist
• Provided administrative support to program management to effectively manage overhaul, kitting and planning yard services for U. S. Navy destroyers
• Routinely provided computer applications support and performed other general administrative duties as required
Education
Life Insurance License April 2013 – Present
State of Mississippi
Belhaven College, Jackson, MS August 1999
Bachelor of Business Administration
Hinds Community College, Raymond, MS May 1997
Associate of Arts in Accounting and Business Administration Skills
• Excellent communication and organizational skills
• Exceptional computer skills – Word, WordPerfect, Excel, PowerPoint, Outlook, EDGARLink for transmittal of documents to the U. S. Securities and Exchange Commission, Redtail CRM
• Ability to work with a wide range of personalities in a friendly and professional manner References
Provided upon request
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