Sales Administrative Assistant
Resume:
Mary A. Dorsey
Arlington, TX
*.*.******.****@*****.***
HIGHLIGHTS OF QUALIFICATIONS
Administrative/Clerical Support
• Provided administrative support to executive management teams and financial advisors.
• Maintained appointment schedules by planning and scheduling meetings, conferences, and
making travel arrangements.
• Prepared memos, letters, and various sales reports.
• Maintained office supply levels and distributed departmental mail.
• Performed applicable procedures to ensure compliance with home office, corporate, and
regulatory standards.
• Handled ad hoc project requests as needed.
• Assisted in the development and implementation of policies and procedures.
• Distributed mailings to present and potential accounts to include information regarding products,
price lists, and payment terms.
• Prepared agendas for and attended meetings; recorded and distributed minutes.
• Provided event logistics for conferences, teambuilding activities, sales meetings, and product
promotions.
• Managed the ordering of premiums, providing order acknowledgement, distributor agreements,
checklists, product registrations, and promotional materials to distributors.
• Managed distributor requests regarding sales, pricing, or regional issues for resolutions.
• Maintained database maintenance and updates.
Financial/Recordkeeping/Reporting Support
• Reviewed, coded, and monitored payments of invoices.
• Processed expense reports and check requests.
• Reviewed internal and external sponsorship proposals for screening purposes.
• Analyzed data for reporting and research.
• Submitted the completion of investment, insurance, and banking applications.
• Consistently communicated with home office to ensure that the appropriate information and
processes were applied to all client cases.
• Compiled and maintained up-to-date documents for client files.
• Reviewed insufficient funds report on a daily basis and contacted clients as well as prepared
transfers or loan advances to cover insufficient accounts.
Creative/Marketing Support
• Created and maintained PowerPoint presentations.
• Handled requests from internal departments regarding advertising, graphics, press kits, and
promotional items.
• Assisted properties with questions on national marketing programs.
• Distributed collateral material for projects to support national marketing programs.
• Provided international updates each month to the editor to be posted in company newsletter.
Resume, page 2: Mary A. Dorsey
Client Support
• Provided prompt resolutions to clients’ inquiries and account servicing issues.
• Assisted in client acquisitions such as planning, seminars, and luncheons.
• Prepared correspondence and communication materials to be distributed to clients.
Computer Experience
• Operating Systems: Microsoft Windows Vista, XP, and 7.
• Software: Microsoft Word, Excel, PowerPoint, and Outlook; Lotus Notes, AS/400, BPCS,
PeopleSoft, Prism, Aspire, Siebel, Sybase, CDS, Advisor Compass, and Oracle.
WORK EXPERIENCE
Administrative Assistant Frost Bank, Fort Worth, TX 07/2011–11/2011
Marketing Coordinator Accor Hospitality, Carrollton, TX 08/2008–07/2009
Sales Support Coordinator Ameriprise Financial, Hurst, TX 08/2007–02/2008
Executive Assistant Pro-Line International, Dallas, TX 08/2004–11/2006
EDUCATION
Columbia College, Columbia, MO
Degree/Major: Currently pursuing a Bachelor of Science in Business Administration degree with a
major in Management.
Regent University, Virginia Beach, VA
Completed 18 credits.
Tarrant County College, Arlington, TX
Completed 9 credits.
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