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Administrative Assistant Customer Service

Tampa, Florida, United States
August 20, 2018

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Lucy Cannon 727-***-****

727-***-**** *** Nolan Dr. Largo Fl 33770

Career Overview

Administrative Assistant with +5 years experience in a sensitive corporate environment. Outgoing, detailed oriented and proficient at building and maintaining professional relationships. Technically-adaptable with knowledge of Excel, Word, 10 Key Calculator, Outlook, Publisher and InDesign.

Professional Profile

Organized and detailed

Ability to prioritize and work independently

Able to handle stressful situations in a professional manner

Mentored and trained co-workers

Team player and able to multi-task and maintain effective working relationship

Strong interpersonal and communication skills

Commitment to work ethics and customer service

Positive and cooperative attitude

Core Accomplishments

Implemented and helped create an improved process to produce marketing martial which resulted in increased company efficiency and productivity. Streamed lined an efficient system for the production of marketing materials. Created a job processing instruction manual for new employees. Consistently met deadlines. Monitored company goals and prepared spread sheets for company distribution.

Professional Experience

21 Century Financial / Penn Mutual, 4/1/18 – 7/24/18

Assist Financial Advisors/VP with client appointments.

Scheduled seminars and made reservations

Prepared mailings to potential clients as well as follow up phone calls

Followed up on to-do list, excel spread sheets and various office duties as needed

VALIC Financial Advisors / AIG, 06/2016 – 3/2018

Assist VALIC Financial Advisors and manage sales leads

Scheduled client appointments

Prepared client files for advisor and client meetings

Interact with clients by phone and in person concerning their investment needs

Prepare loans, cash distributions, beneficiary changes, systematic withdrawals, etc.

Completed various office duties as needed

Oneblood, Administrative Assistant / Production Assistant - 10/2004 - 10/2013

Marketing support to the marketing and management department

Produced, formatted, edited, packaged and shipped marketing materials to the sales team

Responsible for distributing spread sheets of company projections and goals

Assisted internal and external customer calls

Trained and supervised co-workers

Accountable for inventory of all marketing and sales supplies

Franklin Templeton Investments, Senior Associate - 09/1997 - 08/2004

Prepared and opened client investment accounts

Assisted clients with liquidation of funds

Helped facilitate and investigated legal issues

Researched client accounts, calculated and adjusted dividends

Incorporated client calls while processing their requests efficiently

Mentored co-workers and trained new employees

Processed incoming mail from clients in an efficient and timely manner


St Petersburg Junior College: Business classes, Introduction to Accounting, Introduction to Communications, Management Skills for Assistants, Supervision I, Customer Service Training, Sales Skills

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