Customer Service Office- Executive Assistant

Michelle Mitch Dismore

**** ***** *** * ****** Mayfield, KY 42066 Phone: 760-***-**** Email: ************@*****.***

Professional Objective

To obtain a position in Administration that will provide career development potential, leading into advancements of Management opportunities.

Qualifications:

Management Skill Set

Self-Directed

Award winning Excellent Customer Service

Great team player & Work well independently

Multi-task with ease

Detail Oriented & Organized

Adapt quickly to changing environment

Possess Integrity & honesty

Advanced Computer Skills using various software

Committed to Career Path

Experience

Branch Office Administrator

Executive Assistant

2011-2013

Edward Jones Investments, Branch 07445 Paducah, KY

Maintaining excellent Client Service was our number one responsibility & effect Communicat ion with HQ associates, clients,and FAs

Prepare for appointments, including all required forms and compliance issues to be addressed with clients

Provide market informat ion or quotes to clients

Management of Office, phone calls and walk-in clients

Opening, closing and transferring accounts, including IRAs, 401k s,403Bs, estate accounts, 529 and other educat ion accounts

Processing trade and other transact ions

Market ing campaigns-including but limited to Mailings, and bond advert ising

Implement ing client seminars and promot ing Edward Jones services.

Keeping up with system and regulatory changes

.

Office Manager 2010-2011

Mof fat Financial Group, Vista, CA

Provided all Managerial and, assisted Investment Advisors, and supervision of other employees

Maintained HR files In compliance with CA labor laws, Procedure codes, and maintaining employee & companies manuals updates

Resolve client inquiries and issues

Maintained Office compliance requirements.

Provided Except ional customer service by building rapport and handling all client inquiries Executive Assistant and Investment Operations Specialist 2007-2010

Mission Investments LLC. / Mission Federal Credit Union, San Diego CA

Provided all Administrat ive assistance for Investment Department and clerical dut ies to 7 investment Advisors, the VP, and CEO of CUSOFinancial and Mission Investments LLC.

Provided Excellent, efficient and effect ive member/ client support .

Reviewed and assisted the Investment Representat ives in complet ion of needed forms.

Maintained and organized the Investment Representat ive s member/ client files and records to sat isfy the organizat ional needs of the Credit Union, the Investment Reps, and compliance requirements.

Professional Certifications:

2012-Current Kentucky Notary Public

2010-2012 California Notary Public

2008-2012 California Insurance Life &Health Agent license 1997-1999 MetrOasis Advanced Training Center; obtained Alaska Cosmetology license

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