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Administrative Assistant Customer Service

Location:
Hampton, New Hampshire, United States
Posted:
December 30, 2017

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DAWN V DONAHUE

*** ****’s Highway

Hampton, NH **842

(H)603-***-****/(C)603-***-****

CAREER OVERVIEW

Motivated and reliable office administrative professional with thirteen years of experience providing executive level support, with a strong work ethic, professional demeanor and great initiative.

SKILL HIGHLIGHTS

Microsoft Word/Excel/Lotus Notes/Microsoft Outlook/Redtail

Telephone Skills/Customer Service

Scheduling (Meetings/Travel)

Letters/Memos/Spreadsheets

Organizational/Filing

PROFESSIONAL EXPERIENCE

May 2014 to Present Essential Planning LLC Portsmouth, NH

I serve as Annuity Operations Specialist for Andrew C. Lord, Financial Services Representative. Responsible for the processing of all new business applications and following up to make sure they are issued correctly and all the funds are transferred appropriately. I handle all of the death claims by completing the paperwork for the clients and sending it to the appropriate companies and following it through to completion to make sure they receive the funds in the manner requested. I am also responsible for processing the day-to-day trading of brokerage accounts with Fidelity and TD Ameritrade to make sure there are sufficient funds in the accounts to allow for their systematic withdrawals and required minimum distributions. I handle phone calls with the clients to assist with any questions on their accounts. I send and receive e-mails using Microsoft Outlook and everything is recorded in Redtail.

May 2013 to May 2014 MetLife Resources Newburyport, MA

Served as an Administrative Assistant several Financial Service Representatives. Answering phones and assisting clients with any questions they had in regards to their accounts. Scheduling appointments and booked travel arrangements, such as flights, car rentals, hotels, etc. Following up on applications to make sure they were being processed (i.e., made sure all necessary paperwork was submitted, made sure transfers were being processed in a timely manner and that the money was actually received, etc.). Working with Third Party Administrators and Human Resource Departments to assist clients with their benefits. Typing correspondence such as letters, memos, financial summaries, and spreadsheets using Microsoft Word and Excel. Sending and receiving e-mails using Lotus Notes and Microsoft Outlook. Responsible for ordering office supplies and coordinating monthly invoices for office expenses.

June 2001 to February 2013 MetLife Insurance Company Exeter, NH

Served as an Administrative Assistant to a top-producing Financial Service Representative/Financial Adviser. Answered multi-phone lines and assisted clients with any questions they had in regards to their accounts. Scheduled appointments and booked travel arrangements, such as flights, car rentals, hotels, etc. Followed up on applications to make sure they were being processed (i.e., made sure all necessary paperwork was submitted, made sure transfers were being processed in a timely manner and that the money was actually received, etc.). Worked with Human Resource Departments, obtaining medical and dental quotes and enrolling clients in 401k and 403b retirement programs. Typed all correspondence such as letters, memos, financial summaries, and spreadsheets using Microsoft Word and Excel. Sent and received e-mails using Lotus Notes. Maintained and organized electronic and paper client files.

June 1995 to June 1998 Guardian Life Insurance Company Danvers, MA

Worked as an Administrative Assistant to several Financial Agents at a small insurance company. Managed the reception area, including greeting customers and directing them to the appropriate area. Answered multi-telephone lines and transferred them to the appropriate person or took messages in their absence. Typed correspondence such as letters, memos and spreadsheets. Maintained client files.

June 1988 to June 1995 Timberland Stratham, NH

Served as an Administrative Assistant for an Account Executive. Answered all incoming calls and assisted clients. Made copies, sent faxes, and handled all incoming and outgoing correspondence. Planned travel arrangements. Typed all sorts of financial charts and other various correspondence such as letters and memos.

EDUCATION

Graduated High School 1979



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