Data Entry, Administrative, Customer Service
Resume:
Dear Hiring Manager,
This letter is to convey my interest in applying for the administrative position recently listed on
ZipRecruiter.com.
After reviewing my resume, I think you’ll agree that my clerical experience could be what you’re looking for.
My work history has included extensive data entry, administrative tasks, document scanning/maintenance, and
working with sensitive financial information.
From a personal perspective, you will find that I’m responsible, trustworthy, and take any job I perform very
seriously. I have a positive attitude towards life and work and am open to learning new tasks.
Kind regards,
Gregg A. Proietti
6 City Place, Apt 110
White Plains, NY 10601
********@*****.***
GREGG ADAM PROIETTI
Seeking to contribute my exceptional interpersonal, communication, and
OBJECTIVE
prioritizing abilities.
* typing – ALPHA – 120wpm – 2% error rate (Publisher Inquiry, Inc.)
SKILLS & ABILITIES
* typing – NUMERIC – 16,000+ keystrokes – 1% error rate
- MS Word, Excel, Outlook, Salesforce, Concur, CoffeeCup (HTML editor)
- Strong administrative and data entry experience.
- Adept at improving workflow, morale, and contributing to a team.
- keen eye for detail
MERRILL LYNCH
EXPERIENCE
04/2014-11/2014
Responsible in assisting high-producing financial advisor with daily requests pertaining to
client investments. Including, but not limited to, monthly disbursements, opening new
investment accounts, processing litigation/class action paperwork, check disb ursements,
fund transfers (internal/external), initiate college investment enrollments, annuity
paperwork, insurance paperwork, 1035 Exchange paperwork, review various account
features such as check-writing, assist with online setup and access of company website,
paying monthly bills for clients. For brokers: processed travel and expense reports, health
care spending account maintenance, travel arrangements, payroll and insurance needs. Also
supplied explanations of various investment vehicles to client before referring them to the
financial advisor.
MORGAN STANLEY SMITH BARNEY
08/2010-04/2014
Responsible in assisting two high-producing financial advisors with daily requests
pertaining to client investments. Including, but not limited to, monthly disbursements,
opening new investment accounts, processing litigation/class action paperwork, check
disbursements, fund transfers (internal/external), college investment enrollments, annuity
paperwork, insurance paperwork, 1035 Exchange paperwork, review various account
features such as check-writing, assist with online setup and access of company website,
paying monthly bills for clients. For brokers: processed travel and expense reports, health
care spending account maintenance, travel arrangements, payroll and insurance needs.
UNEMPLOYED
04/2010-08/2010
Page 2
PEARSON EDUCATION
03/2009-04/2010
Majority of work was web design. Responsible for translating written manuscript into
function website using in-house authoring program, that instructs teachers how to teach
English as a second language. Some proofreading/editing of manuscript also involved.
Programs used: Flash, Coffee Cup, in-house proprietary authoring system.
SMITH BARNEY
09/2004-02/2009
Responsible in assisting four financial advisors with daily requests pertaining to client
investments. Including, but not limited to, monthly disbursements, opening new investment
accounts, processing litigation/class action paperwork, check disbursements, fund transfers
(internal/external), initiate college investment enrollments, various account features such
as check-writing, assist with online setup and access of company website, paying monthly
bills for clients, annuity paperwork, insurance paperwork, 1035 Exchange paperwork
For brokers: processed travel and expense reports, health care spending account
maintenance, travel arrangements, payroll and insurance needs. Also supplied explanations
of various investment vehicles to client before referring them to the financial advisor.
OTHER RELEVANT WORK EXPERIENCE (data entry)
PUBLISHER INQUIRY, INC
8/1994-2/1996
Catalog fulfillment center, heavy/large volume of data entry, compensated by daily volume
counts, some call center (incoming) experience, assistant to department lead which entailed
preparing end-of-day reports as well as magnetic tapes for submission to processing
depar2tment.
THE GAP, INC.
various 1990-2002
sales associate, assistant manager, associate manager
State University of New York at Purchase, Purchase, NY (25 credits completed)
EDUCATION
Ithaca College, Ithaca, NY (16 credits completed)
Fox Lane High School, Bedford, NY (New York State Regents diploma)
The Gap - Assistant Store manager, Associate Store manager
LEADERSHIP
Cross Country Travcorps - Team Leader
BRIAN SAROKEN, CFP, CIMA
REFERENCES
FINANCIAL ADVISOR, MERRILL LYNCH, NEW YORK, NY
DIJANA LESH
SENIOR NURSE RECRUITER, CROSS COUNTRY TRAVCORPS, BOCA RATON, FL
Page 3
Contact this candidate