Assistant Microsoft Office

SANDRA I. BASILIO

*** ******* **** ***** ********, New York 13208 *315-***-**** *********@*****.***

Confidential Secretary

• Set up and established client contact notification for 1500 clients through outlook/calendar

• Resourceful in solving problems and maximizing available resources

• Works well under pressure

• Adapt at handling multiple projects simultaneously

• Extensive organizational ability

• Able to accurately establish priorities and adapt to changing needs

• Excellent interpersonal communication skills

• Established best practice and work around solutions

• Used determination, dedication, and enthusiasm to deliver the highest results to all clients

• Built and established long term relationships, with both internal and external clients, through

trust and respect

• Processed proper execution of client instructions, forms and all applications

• Seminar planning and organizing, as well as training for new employees

SKILLS and CERTIFICATION

Microsoft Office 2007, 2008, 2010, 2012 Microsoft Excel 2007, 2008, 2010

AXYS Microsoft power point

Notary Public Time Management

Operations Certification Global Anti Money Laundering

CPR and AED Certified Series VII License

Typing skills of 85 wpm

OFFICE ADMINISTRATION

• Worked with companies to establish 401k plans

• Researched sources for best options in regards to client investments

• Maintained accurate records for the customer as well as the company

• Office assistant supervisor for collections and correspondence

• Wire operator, cashier, and sales assistant

• Prepared financial reports, maintained portfolio appraisals

• Took an active role in self development

• Contributed to the financial management goals through revenue growth, price management,

cost management, risk management, liability management, supporting initiatives and remediation

• Created web pages

• Handled all client services-new account opening, stock splits, litigations, RMD’s and IRA’s

SANDRA I. BASILIO Page 2

EMPLOYMENT HISTORY

Settlements Technician Anthem BC/BS Dewitt, NY 2012-Present

Senior Client Service Assistant UBS Financial Syracuse, NY 2007-2012

Senior Sales Assistant A.G. Edwards & Sons Dewitt, NY 2005-2007

Back Office Administrator Whittington Mgmt. Hamilton, NY 2002-2005

Senior Client Service Assistant A.G. Edwards & Sons Dewitt, NY 1995-2002

Client Service Associate A.G. Edwards & Sons Essex, CT 1990-1995

Team Leader Reconciliations Chase Manhattan Bk Syracuse, NY 1985-1990

Assistant Supervisor Sears & Roebuck Waterford, CT 1976-1985

EDUCATION

East Syracuse Minoa High School

Series VII License

Notary Public

FINRA Continuing Education Regulatory Element requirements

Global Anti-Money Laundering

CPR

Operations Certification

Brownie & Girl Scout Leader and assisted as the Cub Scout Master for Chittenango Central Schools.

• Business and Personal references available upon request.

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