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Administrative Assistant Service Representative

San Diego, California, United States
November 20, 2018

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Ganga Sivaji

***** ******* ******* ***, *** Diego, CA-92130


Expertise and Skills

● Passionate to learn new skills

● Detail oriented, reliable, efficient, and trustworthy

● Strong organization and management skills, and a good team player

● Computer skills: MS Word, Excel. Typing skills 45 wpm.

● Proficiency in financial systems like Worldox Document Management, Goldmine, and Portfolio Management


Sep’17-Present Teacher, San Diego Tamil School(Non-Profit) San Diego, CA Responsibilities include

Planning and delivering Lessons, conducting quizzes, creating and grading exams based on CTA curriculum.

Organizing school annual day events.

Working with board members to continuously improve the delivery of curriculum to students

Oct’17-Dec’17 Data Management Professional, Financial Alternatives La Jolla, CA Responsibilities include

Client’s Wealth Management, processing transfer of assets, wire transfers, preparing YTD and Quarterly reports for the clients.

Assisting financial advisors by updating weekly Trade Reports and Trade Settings.

Communicating with Fidelity, Schwab and Equity Institutional in managing client’s accounts.

Creating Accounts in the Portfolio Centre.

Mar’17-Apr’17 Client Service Professional, H&R Block La Jolla, CA Responsibilities include

Managing Tax Professionals appointments, processing payments and following up on clients.

Maintaining and organizing Clients tax files.

May‘05-Sep‘06 Member Service Representative, First Tech Credit Union Redmond, WA Responsibilities include

Actively engaging with the customer providing a quality service experience ranging from greeting and building the customer relationships, accurately and timely processing banking transactions.

Nov’06-Mar’07 Data Entry, Protelus Corporation Bellevue, WA Responsibilities include

Keeping client database up to date

Designing Marketing flyers and distribution to clients Nov’01-May’03 Secretary, Redmond Toddler Group Redmond, WA Responsibilities include

Preparation of Board Meeting Minutes

Organization of Preschool Information Night

Aug’96-Sep’98 Accountant, Excel Information Systems Chennai, India Responsibilities include

Preparing financial statements and Balance sheet and ledger maintenance.

Apr’96-Aug-96 Intern, Arun Ice-cream Incorporation Chennai, India Business Analysis of Company’s P&L Account and financial statements. Education

2016 - 2017 Coursera: Specialization in Project Management Principles and Practices Initiating and Planning Projects, Budgeting and Scheduling Projects, Managing Project Risks and Changes and a Capstone Project which I earned 100% score 2005 Lake Washington Technical College WA, USA

Bookkeeping Fundamentals, Administrative Assistant Fundamentals 1994– 1997 Ethiraj College, University of Madras Chennai, India B. A. Major in Business organization and management and Accountancy Relevant Courses: Economics, Income Tax

Awards and Achievements

● Five-time Innovation Award Winner at First Tech Credit Union

● Special Star Award for prompt and quick customer response at First Tech.

● Certificate of Achievement in Integrity Selling

● Top 1% in high school


Available on request.

Contact this candidate