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Customer Service Administrative Assistant

Kenilworth, NJ, 07033
October 11, 2018

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

Kenilworth, NJ 07033

Cell: 908-***-****


**/**** – Present Various Temporary Administrative Assignments

09/2004 – 04/16 Union County College, Cranford, NJ,

Administrative Assistant

Assist visitors, students, outside contractors with informational requests.

Travel Arrangements

Calendar Management

Creation of various departmental reports/ spreadsheets

Maintenance of various spreadsheets reports

Track attendance and overtime in the Tempo-Time track for payroll.

Office management of several part time employees

Coordination of schedule for office operation of 68 hours a week during peak periods.

Maintain supplies of in house forms, and order all office supplies

10/02 – 07/03 Leukemia & Lymphoma Society, Springfield, NJ

Campaign Assistant (Temporary)

01/02 – 07/02 Manuel E. Vieira, CPA Firm, Union, NJ,

Tax Processor/Assistant (Temporary)

Liaison between clients and CPA’s; interfacing with new and current cliental.

Process amended tax returns and check final tax packages before CPA’s signature.

Initial client set up and maintenance of client database.

11/00 – 11/01 Manhardt, Sharkey & Gorman Inc., Cranford, NJ

Financial Administrative Assistant

Create sales proposals/marketing presentations and carry out marketing projects.

Prepare legal contracts and maintain client base/history database.

Follow-up on clients’ life insurance, investment allocations, and underwriting issues.

Run Illustrations/Cost Analysis spreadsheets for Life Insurance/Investments.

04/00 – 11/00 Pomerantz Staffing, Kenilworth, NJ, Auditor – Schering-Plough Corp.

Vendor Management (Temporary)

11/93 – 04/00 Meeker Sharkey Financial Group, Cranford, NJ,

Compliance Administrator

Initial client contact/set-up and service of existing 401(k) / pension accounts.

Ran and attended various management and client meetings/seminars.

Billing accounts for pension work performed for the Consultants Department.

Presentations on Educational IRA’s/Roth IRA’s, as requested by management.

Produce legal contracts and adoption agreement documents for all pension plans.

Assistance in census reports, payroll data reports, 5500 corporation tax filings.

Attended weekly staff meetings

Attended monthly Operations Managers’ meetings

Produce legal correspondence on pension administration and IRS/IRC compliance.

(Continued-Page 2)


381 Roosevelt Lane

Kenilworth, NJ 07033

Cell: 908-***-****

8/91 – 09/93 TRW Fasteners Division, Mountainside, New Jersey

Customer Service Representative

Handled international customer service and international travel arrangements.

Prepared marketing presentations and sales training materials.

Attended marketing meetings with new clients & associates and sales trainings.

Compiled slide show presentations for various fastener products.

3/86 – 8/91 Blue Cross and Blue Shield of NJ, Florham Park, New Jersey

Senior Administrative Assistant

Reported to the Director of Marketing/Customer Service for the Consumer Division.

Wrote correspondence for the Special Letters Unit and client insurance resolution.

Compiled and maintained OARS report: Open Activity Report of job openings.

Attended divisional staff meetings.

Recorded Minutes.


Union County College, Cranford, NJ

Business/ Office Systems Technology

Associates in Applied Science, 1992


Microsoft Office Suite

ACT Database (software for pension plan design)

AS/400 BISYS (system used in manufacturing)

Corbel Auto-docs (software for pension plan design)

Sagitta Insurance Database (database software used in insurance)

REFERENCES: Available upon request

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