Customer Service Administrative Assistant

R OXANNE SM IT H DUENNEBE I L

***** **** ****** ******, ** 84020 801-***-**** (h), 801-***-**** ©

OBJECT IVE

A n Administrative Assistant position to utilize proven skills of communicating, promoting, managing and

developing in a progressive, growth oriented organization.

S UM MARY OF QUAL I F ICAT IONS

Communicated with clients to present and reinforce program benefits. Met with clients; ananlyzed

current situation; identified obstacles; proposed alternative possibilities; developed plan of action;

examined expectations; realigned direction; made assignments; implemented plan; designed programs.

R esults: M aintained 80% of revolving client base; increased customer satisfaction.

P romoted growth of consumer oriented business. Communicated with business professionals; gathered

i nformation; researched market possibilities; identified various advertising alternatives; conducted test

marketing; selected best methods; contracted with vendors; provided guidance and reviewed materials; met

w ith public.

R esults: Increased sales 30%.

Motivated clients to improve personal performance. Communicated with clients; analyzed abilities; identified

ways to improve; presented benefits; negotiated and encouraged; demonstrated and gave examples; provided

d irection and assistance; acknowledged accomplishments.

Results: Improved performance; maintained schedule to meet deadlines.

M anaged equipment and supply acquisition. Observed current practices; analyzed costs; identified options

to reduce expenses; inventoried supplies; directed employees; contacted vendors; negotiated prices;

communicated plan to executive management; initiated changes; monitored progress.

Results: Reduced expenses 50%.

E XPER IENCE

E dward Jones Brokerage 2012

L icenses: Series 66. Branch Office Administrator. Responsible for maintaining client base;

Servicing requests, bank wires, trade confirmations, correspondence, account maintenance and all

aspects of client customer service. Processing paperwork for TOA’s, executing trades, cost basis, IRA

d istributions, Check requests, auto withdraw and invest, and LOA.

F idelity Investments-(UT) 2011 to 2012

L icenses: Series 7, Series 63. Full Trader, responsible for executing trades and exchanges of mutual

f unds, and stocks, cd’s and bonds. Processed retirement, cash and check distributions. Journal cash

between accounts. Re-characterizations, disclosed market research, and conditions. Provided

guidance, and reviewed options with clients.

S tudio Techniques-(UT) 2000-2010

O wner/Director

D irected sales and marketing. Managed 5 employees; maintained client base; developed budgets;

selected, hired and trained employees; supervised, planned and arranged promotions and special

events; planned and designed promotional material; maintained financial records; payroll; financial

collections.

K aysville Medical Center-(UT) 1975-1981, 1994-2000

M edical Assistant/Receptionist/Finance

Administered injections; performed radiology, phlebotomy services; assisted in office surgeries;

f illed medical requests; ordered office, pharmaceutical supplies; conducted customer relations;

scheduled appointments; billed clients and insurance; assisted with collections; posting; deposits.

B righam Young University-(UT) 1981-1994

F aculty/Youth Di rector

I mplemented and directed budgets for youth organizations; supervised groups; planned and designed

p romotional materials; administered and oversaw courses and course development; communicated and

reported to department heads. Member of the Research, Writing, and Placement Committee; Assistant

Editor, BYU Dance Journal.

E DUCAT ION AND ADVANCED TRA I N I NG

U niversity of Utah B.F.A., English/Ballet 1981

B righam Young University MA, Dance 1986

O utstanding Graduate Student Outstanding Graduate Teacher

Wardley Real Estate Courses Licensed 1996

A DVANCED TRA IN I NG:

* Public Speaking * Ballet West * Real Estate * Management

A FF I L IAT IONS

* Former Faculty member, Brigham Young University, Weber State University, SLCC.

* Public Relations Tours throughout Mainland China, Philippines, Taiwan, Japan, Korea, Hong Kong, the

M iddle East

and Canada.

* On Stage Studios, Studio Techniques: Administrative, 8 years.

* Usana Convention, Director, Promotional Events.

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