Administrative Assistant Customer Service
Resume:
Maria Rowana Brown Black Lafayette, LA *****
949-***-**** Cell.
Executive Administrative Assistant
Qualifications:
o Performing diverse administrative functions, requiring
confidentiality, initiative, thoughtfulness and follow through.
o Highly motivated and detail-oriented; able to work independently or
cooperatively as part of team to accomplish company goals.
o Effective communicator with demonstrated ability to quickly resolve
issues, upholding high standard of customer service.
o Intellectually & competively equipped to excel in a fast-paced and
challenging environment.
o Well organized with proven ability to effectively prioritize work,
completing multiple concurrent assignments in a timely and
professional manner.
o Ability to learn procedures and proprietary systems quickly.
Proficient Computer skills include MS Word, Excel, Power Point, as well
Financial Industry programs,
Bloomberg, Thompson Quote System, MorningStar System
EXPERIENCE:
Sterling Financial Partners, LLC, Lafayette, LA October, 2012
to Present
Sales Administrative Assistant
o Facilitate the on-boarding and on-going coordination of client
maintenance.
o Assisted with gathering, tracking, monitoring and maintaining
information and status from various sources and assist in the
submission of detailed due diligence reports and account opening
documentation.
o Execute client mailings (holiday cards, Reading list of material,
applications, etc.)
o Professionally field phone calls, address issues or redirect as
appropriate, and distribute messages in a timely and appropriate
manner.
o Assist with overflow projects and day to day tasks as assigned
o Coordinate with Agents/Advisors in some cases and follow-up with
additional information
o Schedule internal/external meetings, appointments and coordinate
conference calls.
o Assist Sales Manager, sending recruiting emails to qualified
candidates to solicit their interest in opportunities. Also
contacting candidates by telephone.
o Organize travel arrangements
o Compile and submit expense reports.
Freelance Work: August 2011
to Present
Virtual Administrative Assistant
o Provide executive administrative support via email for various
Independent clients on a virtual platform.
Western Financial Planning Corporation, Irvine, CA March 2007 -
August 2011
Executive Sales Administrative Assistant
Senior Investment Advisor Representative Assistant
o Provided executive administrative support to Branch Manager.
o Processed and follow up operational duties linked to new accounts,
Risk management, funds cashiering and other financial
responsibilities.
o Worked closely with the branch operations team and bank service desks
on resolving client inquiries.
o Followed up of deposits, transfers of cash, incoming and outgoing wire
transfers.
o Interfaced with branch management team as required.
o Monthly preparation and reporting of various investments portfolios
for review.
o Maintained individual client files verifying all client investments
and correspondence,
o Compiled and analyzed data and conducting market research monthly.
o Preparation of outgoing mail & correspondence faxes, e-mail and
overnight packages.
Morgan Stanley, Santa Ana, CA March 2000
-November 2006
Client Service Associate
o Coordinated the business operations of Top Producing Financial
Advisors managed and maintained executive schedules.
o Coordinated special events annually for clients' appreciation.
o Experienced in various departments within the firm, Operations, New
Accounts, Cashiering, and Branch Manager Assistant.
o Resolved discrepancies in client's accounts.
o Worked with back office departments to facilitate transferring of
stocks and bonds.
o Coordinated prepared and processed documentation as needed for client
accounts.
o Maintained client files and information in multiple databases.
o Tracked and maintained communications internally.
o Market research using MorningStar and Bloomberg programs.
Talent Tree Staffing Agency, Irvine California
1998 -2000
Temporary /Long-Term Assignments as Executive Administrative Assistant for
various corporations in Orange County, CA
o Managed all executive level administrative tasks that included
conference calls, meetings and arrangement of travel.
o Provided information to incoming calls and respond to internal
requests in a timely manner.
o Assisted in development of reports and presentations of executive
levels.
o Updated spreadsheets for monthly performance reports.
Heritage Gold Mining Co., Newport Beach, CA 1997 -
1998
Executive Administrative Assistant
Dean Witter Reynolds, Laguna Hills, CA
1996
Sales Assistant
Ryland Homes 1991 -
1992
Accounts Payable & Customer Service
Stone Petroleum Corporation (Stone Energy), Lafayette, LA
1979-1990
Receptionist - Engineering Administrative Assistant
Personnel-Insurance Assistant - Executive Tax Administrative Assistant.
o Employment with Stone Petroleum Corporation was 12 years which
included several positions Receptionist greeting clients as well as
handling incoming/outgoing calls.
o Engineering Adminstrative Assistant for 3 years working with both
Drilling and Production Engineers. Completed morning reports and
completing documents to drill wells on specific leased properties and
completed production reports for producing wells.
o Personnel/Insurance Assistant worked 6 years with management in
compiling multiple monthly reports of wells being drilled. This
information was then verified and forward to Insurance Company for
based premium on drilling wells.
o Tax Administrative Assistant worked 3 years with various accountants
in the preparation of yearly Tax Returns, K-1 Forms for drilling
programs. Also prepared various Ad Valorem Tax returns.
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