Customer Service Assistant
Resume:
T HERESA JOHNSTON
Belmont, MA **478
SUM MARY
Client Services Specialist and Administrative Assistant with extensive experience in organizing and
representing executives and their staff. Strong communication skills and streamlining daily
operations.
Demonstrates success in:
o Interfacing with clients on a daily basis
o Substantial money movements within Charles Schwab accounts
o Account maintenance
o Management of clients’ annual IRA Required Minimum Distribution process
o Planning and execution of meetings and large events
EXPER I E NCE
WINGATE WEALTH ADVISORS., Inc. Lexington MA 2013 – Present
Client Services Specialist and Assistant to CEO
• Daily interactions with individuals with at least $1 million and typically more in managed
i nvestment net worth
• Maintaining client satisfaction by constant review of accounts and requests
• Facilitating on-demand money movement requests from clients
• Opening and closing of accounts; preparing forms for Powers of Attorney; beneficiary
designations; IRA accounts; 529 and custodial accounts
BROADVIEW VENTURES, Inc., Boston, MA 2011 – 2013
Executive Assistant to Managing Director and three staff
• Administered complete daily administrative support to all company staff, including the
maintenance of four personal schedules; organizing meetings and conference calls; security
clearance for all visitors; email correspondence and team meeting agendas
• Team travel logistics and itineraries including three semi-annual Strategic Advisory Board
Meetings
• Maintained up-to-date log and had access to bank deposit box for all stock certificates
• Responsible for preparation of all staff expense reports for accountant
• Assisted with head office gala’s
A LPHA SOFTWARE, Inc., Burlington, MA 2005 – 2011
Professional Consulting Services Manager
• Managed project schedules for IT consultants
• Generated invoices and managed payments
• Prepared quotations and contracts for both clients and consultants
• Implemented and managed reseller program and annual reseller reports
• Customer service
• Event planning for week long IT training at both local and international locations
THERESA JOHNSTON PAGE 2 OF 3
BOSTON SPORTS CLUB, Watertown, MA 2007 – 2012
Swimming Instructor
• Swimming lessons for both adults, children and t riathletes
• Senior instructor and managed my own schedule
CARITAS NORWOOD HOSPITAL, Inc., Norwood, MA 2005 – 2007
Emergency Room Registrar
• Responsible for the collection of accurate demographics
• Registration of patients into the Meditend hospital system
• Receiving patients from EMT and administering wrist bands upon arrival
• Assisting admitting staff with bed placements
• Verifying medical coverage for each patient
BOSTON MEDICAL CENTER, Boston, MA 2003 – 2004
Office Assistant and Operating Room Scheduler
• Scheduling of urology appointments; operating rooms and dates
• Registering patients into hospital system
• Maintaining a database of patients with cancer for ongoing care
• Some medical coding
• Managing office supplies and coordinating orders as needed
MEDITEND MEDICAL SUPPLIES, Durbanville, South Africa 2001 –
2002
Personal Assistant and Inside Sales
• Assisted the director of an international company with daily operations
• Preparation of quotations
• Shipping of medical supplies
• Maintenance of medical supply database and stock taking
• Invoicing
CASTLE I NTERNATIONAL., Bournemouth, United Kingdom 2000 – 2001
Administrative Assistant
• Maintain client database of International IT consultants
• Event planning
• Customer Service calls
• Assist with visa applications and consultant contract reviews
THERESA JOHNSTON PAGE 3 OF 3
U NITED PAVING, Johannesburg, South Africa 1993 – 1995
Assistant to CEO
• Customer calls
• Preparation of expense reports
• Scheduling of projects
• Preparation of employee expense reports and wages
• Scheduling of internal and external meetings
• Domestic and International t ravel arrangements
E D UCAT IO N
I NTEK COLLEGE – South Africa
Journalism Certificate 2001 – 2003
LONDON SCHOOL OF JOURNALISM – United Kingdom
Journalism Courses 2000 – 2001
BLAIRGOWRIE HIGH SCHOOL – South Africa
Grade 12 1989
P ROFESSIONAL SKI L LS
Software proficiency: PC and Mac, Microsoft Office: Excel, Word, Powerpoint, Outlook, Salesforce,
Notary Public
Languages: English, Afrikaans
CO M M U N I TY I NVOLVE M E N T
Youth Group Leader 2013
Boston Marathon Volunteer 2009, 2010, 2011
Boston Triathlon Team 2009, 2010, 2011, 2012, 2013
Parent Teacher Organization 2011
Helping Hands South Africa 2001, 2002, 2003
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