Customer Service Administrative Assistant

Dani Peterson

Boynton Beach, Florida *****

Cell: 561-***-****

********@*****.***

www.linkedin.com/in/dani-peterson-8a0b9a46

Professional Profile

Resourceful administrative professional with extensive experience providing support to executives and assigned departments; Skilled in coordinating conferences, projects, meetings and travel arrangements; Able to balance the needs of management, provide excellent customer service, and maintain high level of confidentiality, integrity, and multiple schedules with ease; Acknowledged for utilizing strong organizational, planning and communication skills to improving operational efficiency;

Areas of Expertise/Strengths

Customer Service Confidentiality Microsoft Office

Communications Organizational Skills Critical Thinking

Technology Relationship Builder Team Player

Detail Oriented Interpersonal Skills Results Driven

Multi Tasker Numeracy Skills Decision Maker

Professional Experience

JP Morgan Chase Bank, Lantana, Florida 2009 - 2015

Administrative Assistant

Resolve administrative tasks by coordinating preparation of reports, analyzing data, and identifying solutions in order to increase Market Director’s time and productivity;

Act as a first point of contact for Market Directors by responding to calls and inquiries and resolving the majority of requests without involving Market Directors, thus ensuring their attention remains focused on more urgent matters;

Develop a new system of tracking branch staff, open positions and pending hires/transfers resulting in more accurate and efficient tracking of staffing needs among 35+ retail branches;

Accountable for successfully mentoring and training administrative assistant employees enabling them to more successfully execute their job duties;

Exercise sound judgment in confidential situations in order to eliminate any breach in policy or controls;

AXA Equitable, Fort Worth, Texas 2008 – 2009 Administrative Assistant/Sales Assistant

Resolved neglected 401k rollover files, bringing in thousands of dollars of revenue for top grossing financial agent;

Performed general office duties such as supply orders, maintained record management systems and performed basic bookkeeping needs;

Answered and managed incoming and outgoing calls while consistently maintaining a high level of customer confidentiality and exceptional customer service;

Coordinated schedule and arranged meetings for the top grossing financial agent maximizing the use of his time;

City National Bank, San Francisco, CA 2006 – 2007

Investment and Trust Assistant

Revamped the new account paperwork process in City National Bank’s San Francisco Wealth Management Department increasing productivity and accuracy;

Utilized Bloomberg and Morningstar to create analysis’s of clients’ financial portfolios;

Provided general administrative support to a team of professionals;

Worked on projects that required detailed investigation, analysis and problem solving skills;

Prepared Power Point sales presentations, as directed;

Compiled information into routine administrative reports;

Composed and prepared reports, correspondence and memos for Investment and Trust Consultants client meetings;

Managed and maintained office files and records;

Scheduled appointments and meetings for Investment and Trust Consultants;

Education

Utah State University

General Education

Salt Lake Community College

Interior Design

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