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Customer Service Assistant

Location:
United States
Posted:
March 26, 2014

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Resume:

RUSSELL COMPTON 415-***-****

Email: ************@*****.***

SUMMARY

Dedicated administrative and executive support professional with

demonstrated strengths in organization, judgment, follow through and

customer service. 17 years experience in real estate and financial

services. College graduate.

> Administrative skills include scheduling, meeting planning, database

management, preparation of proposals and presentations, research,

inventory control, purchasing, multi-line phone systems and office

organization.

> Extensive knowledge of the commercial real estate and financial

services/investment businesses with in-depth appreciation and

understanding for objectives, terminology, processes and procedures.

> Computer skills include Microsoft Office (Word, PowerPoint, Excel, Access

and Outlook), Adobe Acrobat Writer and Professional, SAP, PeopleSoft,

SalesForce, Concur, VLookup, Live Meeting and MySQL.

> Personal strengths include communication and customer service skills,

reliability, flexibility and adaptability.

EXPERIENCE

Contract Assignments in San Francisco, CA

2010-Present

Executive Assistant at Bank of America and Wells Fargo Bank, Sales Support

at Dolby Laboratories

BLACKROCK, San Francisco, CA

2000-2008

Commercial Real Estate Division

Administrative Assistant/Office Manager - Acquisitions Department

. Reported to Director of Acquisitions providing a high level of

executive support including schedule management utilizing Outlook,

travel arrangements, prepared and submitted expense reports. Prepared

and occasionally drafted emails, correspondence and memos. Personal

errands.

. As time allowed, provided a high level of administrative and

organizational support for 25 people within the department.

. Coordinated daily office operations including scheduling, preparation

of presentation materials, updated database, inventory control,

selection and ordering of office supplies and problem resolution.

. Managed large scale organization of due diligence materials for

Investment Committee members and client presentations of investment

proposals.

. Compiled and created Word and Excel files; utilized PowerPoint to

develop slides for graphics, maps, charts and text; scanned

photos/documents; converted hard copy and electronic materials into PDF

files.

. Facilitated off-site storage for 7 departments with 60 employees;

coordinated preparation and retrieval of boxes and materials with

outside vendor; managed domestic and international shipping to

investors.

. Ensured security and integrity of real estate deal documentation

through downloading materials to off-site electronic storage service.

. Collected signatures from Investment Committee members for legal sign-

off of due diligence; converted signatures electronically for storage.

. Supervised assistant and 4 to 6 temporary personnel; trained staff in

customer relations, file and database management, security issues,

office operations policies and procedures.

CHARLES SCHWAB, San Francisco, CA

1995-2000

Manager - Call Center Operations

. Collaborated with management team in the rollout of call center test

project that pioneered trades and quotes through telephone voice

recognition software systems.

. Supervised, scheduled and evaluated performance for team of 10 customer

service representatives responsible for responding to 600 to 800 calls

per day; directly responded and resolved escalated calls.

. Trained staff in customer relations, sales techniques, database

management, system enhancements, product knowledge, regulatory

compliance, security issues, operations policies and procedures.

. Consistently tracked and evaluated system performance and provided

recommendations to improve customer service and streamline call

response time resulting in a significant increase in productivity.

EDUCATION

UNIVERSITY OF RHODE ISLAND, Kingston, RI

B.A. in Business Administration 1995

OTHER ACCOMPLISHMENTS

Artist/Designer, San Francisco, CA

1995-Present

Painted over 40 murals displayed in universities and community settings

throughout the Bay Area and the United States. Recent sales include

Zellerbach Hall in Berkeley and 3 murals for the University of Syracuse.

RUSSELL COMPTON 415-***-****

Email: ************@*****.***

Contract Assignments EXPERIENCE

Executive Assistant at Bank of America, September 2011 - February 2013

Executive Assistant at Wells Fargo Bank, January 2011 - May 2011 and

June 2011 - July 2011

Executive Assistant at Wells Fargo Bank, August 2010 - January 2011

Sales Support at Dolby Laboratories May 2010 - August 2010

Bank of America Merrill Lynch, San Francisco, CA September

2011 - February 2013

Executive Assistant/Assistant Office Manager Public Finance Department

. Made travel arrangements for the Public Finance Health Care Team, (10

people).

. Allocated and reconciled expenses in Concur for the Public Finance

Health Care Team.

. Ordered supplies for the San Francisco office, (18 people).

. Assisted in onboarding individuals to the San Francisco office.

. Answered phones for the San Francisco office, (Cisco IP Phone 7960 - 18

lines).

. Opened and distributed mail for the San Francisco office.

. Prepared Fed Ex shipments for the San Francisco office.

. Managed onsite and document storage with for the San Francisco office.

. Acted as troubleshooter liaison for some technical issues regarding

phones, printers, fax machines etc.

. Set up and took down client and staff meetings in the San Francisco

office.

. Assisted in document preparation for clients, (including binding

documents with GBC).

. Paid invoices and managed some vendors for the San Francisco office.

. Acted as troubleshooter liaison for some facilities issues for the San

Francisco office.

Wells Fargo Bank, San Francisco, CA January 2011 -

May 2011 and June 2011 - July, 2011

Executive Assistant International Compliance Department

. Managed Outlook 2007 calendar for the head of International Compliance.

. Scheduled international meetings for some members of the international

compliance team.

. Ordered supplies for some members of the international compliance team.

. Onboarded some new members of the international compliance team.

. Researched and updated information on international banks for

compliance project in SharePoint.

. Coordinated and supervised all aspects of office move for head of

International Compliance

Wells Fargo Bank, San Francisco, CA

August 2010 - January 2011

Executive Assistant/Assistant Office Manager Home Equity Department

. Managed Outlook 2003 calendar for the head of one of the divisions of

the Home Equity department.

. Ordered all supplies for ninth floor of 505 California Street office,

(48 people).

. Onboarded all employees for the ninth floor of 505 California Street

office.

. Collected employee information and bank owned supplies for all employee

terminations, (ninth floor).

. Coordinated and supervised all aspects of office moves for employees of

ninth floor.

. Acted as troubleshooter liaison for all facilities issues for the ninth

floor

. Opened and distributed all mail for the ninth floor.

Dolby Laboratories, San Francisco, CA May

2010 - August 2010

Sales Assistant International Licensing Department

. Assisted in data migration project using SAP, PeopleSoft, SalesForce

and Access 2003.

. Maintained point of contact database for prospective licensees.

. Researched any errors in existing licensee database and made

corrections.

. Made contact with existing licensees regarding any account changes.



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