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Customer Service Administrative Assistant

Location:
United States
Salary:
36000
Posted:
March 12, 2018

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Resume:

***** ********* **. #***

Lakewood, OH *****

419-***-****

ac4r9r@r.postjobfree.com

AMANDA BECKER

EXPERIENCE

LINEWEAVER FINANCIAL GROUP VALLEY VIEW, OH

Processing/Client Relations

****- ****

-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

Office Personnel/Cashier

2014 –2016

-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

2008-2009

-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.

EDUCATION

LEADERSHIP

REFERENCES

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



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