Lakewood, OH *****
LINEWEAVER FINANCIAL GROUP VALLEY VIEW, OH
-Processed all new business for three experienced advisors including insurance and government retirement programs.
-Ensured the smooth transition of transfers and establishment of new accounts
-Assisted clients with general service issues such as beneficiary and address changes, required minimum distributions and withdrawals.
- Worked closely with the other members of the processing team to ensure ultimate client satisfaction.
-Main point of contact for all clients 457 government retirement needs.
-Responsible for maintaining compliance with all DOL regulations.
-Gained expertise in industry software including Advisors Assistant.
LEHNER CARROLL CAPITAL MANAGEMENT/LEHNER CAPITAL MANAGEMENT MAUMEE, OH
BERTHL FISHER FINANCIAL SERVICES, INC.
Executive Administrative Assistant
2013 - 2016
-Administratively supported two fast paced financial management executives.
-Provide timely research assistance and report writing for client development meetings.
-Prepare and distribute all confidential material as requested within legal and financial guidelines. Maintaining confidentiality with sensitive client information.
-Use Laser App, ACT, DST Systems and Streetscape on a daily basis.
-Well adapted to investment applications and follow up processes from inception to completion.
-Comprised and input all clients to insure complete organization of both digital and paper files.
-Competent liaison between advisor and client.
-Ensured compliance requirements were implemented and followed.
-Working with clients to complete all paperwork easily and efficiently.
-Complete all necessary steps for all cash transfers.
-Work competently with broker/dealer, custodian, and wholesalers.
ABC WAREHOUSE OREGON, OH
-Perform all duties of a customer service representative required.
-Maintained periodic sales reports, spreadsheets and daily cash reports.
-Resolve customer complaints in a proactive manner.
-Maintain knowledge of store inventory and sales activities.
-Placed merchandise and office orders weekly.
-Process all credit card and check payments as well as exchanges and refunds.
-Handle all cash, including daily deposits, with attention to all possible issues.
ERIE CONSTRUCTION MID-WEST INC. TOLEDO,OH
Head of Reception/Administrative Assistant for Regional Canvass and Sales Department
-Provided phone direction and customer service for multiple departments.
-Working knowledge of Microsoft Office (MS Word, Excel) and Contact Manager.
-Managed customer complaints and provided customer service for multiple departments in an organized and efficient manner.
-Created daily reports and input data for all departments.
-Ordering and distribution of office supplies, uniforms and sales materials.
-Competent and constant communication with all sales managers and associates.
-Created promotional and inspirational advertising materials.
WAU-ARCH INC. WAUSEON, OH
Administrative Assistant/Office Personnel
1999 - 2008
-Organized system of paper documentation for corporate files.
-Coordinated E-Mail and paper mailing systems.
-Created conceptual marketing strategies for local stores.
-Related solution to issues concerning customer service and customer satisfaction.
-Screened possible applicants for interviewing process.
UNIVERSITY OF TOLEDO, TOLEDO, OH
-Bachelors of Arts in the College of English Literature 2007
Epsilon Alpha Pi Service and Social Chair/Recruiting Advocate 2003-2005
Available Upon Request