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Administrative Assistant Customer Service

Marietta, GA
March 05, 2018

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Mary L. Pennamon

**** **** ******** ****

Marietta, GA 30064


Summary: Resourceful and enthusiastic, work effectively with multiple managers, and excel in priority determinations; commitment to develop strong working rapport with clients, quick learner, takes initiative, and produce results; able to manage projects simultaneously, work under pressure and meet deadlines.

Computer Experience:

Microsoft Word Excel PowerPoint Outlook Meeting/Travel Planning

Professional Experiences:

Raymond James & Assoc. 2013 – 2017

3050 Peachtree Road

Suite 702

Atlanta, GA 30305

Executive Administrative Assistant

Assisted the Managing Director, Sr. Vice President, First Vice President

Managed staff appointment schedules and Travel Arrangement Coordination

Organized internal meetings to include conference room, meeting materials and ordering/set up of meals

Assisted Bankers with preparation of Request for Proposals (RFP’s)

Tracked and processed expense and time reporting for submission to Finance

Helped prepare Request for Information (RFI) reports that were sent to Finance Directors and Tax Commissioners for Continuing Disclosure

Prepared extensive Monthly Revenue updated reports for the Finance Department

Reported weekly

Point of contact for office supply ordering

Point of contact for company vendors and ordering office equipment

ING Advisors Network/Cetera Financial Group 1999 – 2013

Executive Administrative Assistant

Assisted the Executive Vice President of Finance, General Counselor, Vice President of Continuing Education, Vice President of Audits & Chief Compliance Officer of ING Advisors Network

Backup Senior Executive Assistant for President of ING Advisors Network and Chief Operating Officer in absence of assigned Senior Executive Assistant

Maintained confidentiality of highly issues and projects

Tracked and processed expense and time reporting for submission to Finance

Maintained Rep database and call support center for Continuing Education

Screened incoming phone calls and assisted callers in a timely, professional manner

Maintained accurate records and files

Relieved receptionist on multi-line phone system

Mail requested Continuing Education courses to Reps

Assisted in managing company mailroom

Point of contact for office supply ordering for staff of 38

Interfaced with senior management, clients and Reps

Additional Contributions:

Team leader of Safety Program, Created a job manual of responsibilities for the Insurance/Customer Service Department, Volunteer Coordinator, Company Move Coordinator, Notary Public


Akers Computer School – Marietta, GA – Computer Science

John McEachern High – Powder Springs, GA – Diploma

References/additional work experience available upon request

Contact this candidate