Customer Service, Administrative Executive Assistant, Bookkeeper, Oper

Olympia C. Scott-Feagins

**** ******* ***., ********, ** 44512 • 330-***-**** • ac9fhe@r.postjobfree.com

A professional with over 20 years of experience specializing in employing exceptional communication, customer service and administrative skills. My greatest strengths stem from 15+ years of sales and 10+ years of operations and managerial experience, which enable me to be both a team player and team leader. Proficient in Microsoft Suite, Office 365, Outlook, QuickBooks and Salesforce. Fully licensed Series 7, Series 63, 65, Health & Life and Property & Casualty. Notary Public.

EXPERIENCE

2018-Present Insurance Agent American National Insurance Co.

Responsible for developing and managing a natural market by educating and providing professional products and services that meet the needs of those individuals.

2017-2018 Executive Assistant Boardman Molded Products/Office Team

Provided support with financial reporting, cost analysis and auditing as well as monthly close. Responsible for creating, developing and managing production reports. As Certified ISO Internal Auditor, diagnosed and provided solutions to inventory issue. As Safety Coordinator, responsible for scheduling/maintaining training and safety requirements as well as record keeping.

2015 – 2017 Licensed Relationship Banker Citizens Bank

Establish new relationships and deepen existing relationships with a focus on education, sales and customer experience. Drive sales as well as referrals for banking, insurance and investment products. Coach/mentor colleagues. Provide financial literacy as Community Ambassador.

2014 – 2015 Bookkeeper/Cash Flow Analyst FEIC Financial Inc.

Assist with Pre/Post client meetings with Planner. Responsible for the bookkeeping of business clients, including processing payroll. Meet with and assist clients with cash flow concerns, i.e. purchases, refinance, debt elimination, etc. Assist Planner and clients with all aspects of estate planning.

2005 – 2014 Registered Executive FJF Wealth Management Co.

Responsible for opening office daily. Managed office pertaining to schedule, files, accounts, utilities and supplies. Initiated/Terminated client accounts. Assist clients with questions or concerns regarding accounts/investments. Coordinate all marketing/advertising activities including seminars, presentations, broadcasts, commercials and mailings. Responsible for all budgets, financials and bookkeeping. Assist in audits and all aspects of compliance regulation.

2001 - 2005 Branch Office Administrator Edward Jones Investments

Duties consisted of all aspects of customer service, marketing and office administration. Assisted clients and prospects with questions and concerns regarding accounts and investments. Coordinated all marketing efforts including seminars, broadcasts and mailings. Managed office schedule.

EDUCATION

2017-2019 Masters Business Administration Youngstown State University

2004-2006 BS Business Administration (PR/Marketing) Youngstown State University

2002-2004 AA Business Management Youngstown State University

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