Executive Assistant Customer Service

Lynne Sands-Patton

*** ****** **.

Watertown, MA 02472

Phone: 617-***-****

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

Objective

To work for a challenging company which offers professional development and growth upon which to further build upon my academic training and experience to benefit the employer as well as myself. I work very hard to try to master everything I can to improve my skills and to obtain new ones that will benefit myself as well as the company. I learn fast and can adapt to any new environment and what it requires me to do. I also have a very strong work ethic and work very well with others and as part of a team.

Education

1/2011 – 6/2012 - Stratford Career Institute – Administrative Assistant Certification

9/1987-6/1991- Aquinas College, Newton, MA- Associates Degree in Business Administration

9/1980-6/1984 - Watertown High School, Watertown, MA - High School Diploma

Work Experience

Integrated Financial Partners/Lincoln Financial Advisors 01/2016-6/30/17

200 Fifth Ave., Waltham, MA

Practice Manager/Executive Assistant

Responsible for the day to day management of the practice while providing administrative support to a financial advisor

Submits, maintains and monitors expense reports and check requests

Prepared necessary paperwork for clients to open new accounts or service existing accounts

Order requirements for pending and active cases, follow-up/track requirements for all pending and active cases, create client files on all new cases.

Extensive meeting and calendar management- Coordinates all internal and external meetings, travel arrangements, catering requirements, etc.

Managing sensitive and confidential matters and information with the utmost discretion

Managing client accounts on StreetScape and company AdviceNext

Create correspondence, memo’s, presentations and reports

Commonwealth Financial Group 01/2015-09/2015

101 Federal St., Boston, MA

Executive Assistant/Client Services Manager

Provided administrative support to a financial advisor

Prepared necessary paperwork for clients to open new accounts or service existing accounts

Order requirements for pending and active cases, follow-up/track requirements for all pending and active cases, create client files on all new cases.

Extensive meeting and calendar management- Coordinates all internal and external meetings, travel arrangements, catering requirements, etc.

Handles sensitive and confidential matters with the utmost discretion

Managing client accounts on StreetScape and company FieldNet

Create correspondence, memo’s, presentations and reports

Baystate Financial Services 11/2007 – 01/2015

200 Clarendon St., Boston, MA

Executive Assistant/Client Services Manager

Provided administrative support to two financial producers

Order requirements for new pending and active cases, follow-up/track requirements for all pending and active cases, create client files on all new cases.

Create group lists and input client data into database (as needed)

Extensive meeting and calendar management in Lotus – Coordinates all internal and external meetings, travel arrangements, catering requirements, etc.

Orders supplies and maintain general department equipment (service printers/fax/copy machines, etc.)

Handles sensitive and confidential matters with the utmost discretion

Create correspondence, memo’s, presentations and reports

Nantucket Winds Gift Baskets/Gift Shop 10/2004 – 09/2007 398 Trapelo Rd., Belmont, MA

Owner/Designer

Responsible for providing day to day management of the company

Created and designed gift baskets for customers and corporate clients

Established and maintained exceptional communication and service to clients

Maintained complete and accurate records for the company

Goldwasser-Appel Insurance Advisors, LLC 9/2002 – 10/2004

100 Washington St., Newton, MA

Executive Assistant

Acted as client liaison to principals of the firm and supported positive client interaction

Provided exception customer service to firm’s clients

Created correspondence, memo’s, presentations and reports, as well as inputting all client information into the database.

Handled all travel arrangements for the principals of the company

Have the ability to handle multiple duties and perform task management easily

Just For Kids Playschool 1/1987 – 8/1999 & 7/2000 – 8/2002

111 Mt. Auburn St.,Watertown, MA

Administrator/Assistant Director

Recruited, interviewed, hired, evaluated, and terminated program staff

Developed and implemented daily child care program

Established and maintained communication with staff and parents

Managed intake process and needs assessments of children and their families

Maintained complete and accurate records for the company as well as processing all checks

WMKI Radio Disney 9/1999 – 6/2000

Allston, MA

Community Service Coordinator

Sold and wrote on-air radio commercials for small business owners

Sold airtime on the radio for those commercials

Had special promotions and mall events to further their business

Computer and Office Skills

Microsoft Office, Word, Excel, PowerPoint, Access, Outlook, Lotus Notes, Smart Office Database, StreetScape, Laserapps, Salesforce

Strong organizational and oral/written communication skills

Typing and proficiency in Windows based computer applications

Ability to multi-task and change priorities

Able to work in a fast-paced environment and pay attention to detail while setting priorities and meeting deadlines

Professional office and telephone manner

Affiliations & Licenses

Licensed for life insurance with the Commonwealth of Massachusetts

Notary Public for the Commonwealth of Massachusetts

*References available upon request*

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