Customer Service Microsoft Office
Resume:
SHIRLEY TRASKOS (resume)
Cheshire County NH Resident
Cell Phone: 603-***-****
E-Mail: ********@***.***
OBJECTIVE: Administrative support position within a financial services organization
SUMMARY: Over thirty five years experience in financial services.
Computer literate (Microsoft Office)
Efficient Reliable
Organized
Effective Communicator
Problem Solver
Fast Learner
Proven ability to:
Manage multiple tasks at one time
Work independently and contribute to a team effort
Interface effectively with customers, brokers and all
Levels of company personnel
Works well in a fast paced, high pressure environment
EXPERIENCE: CLIENT SERVICE SPECIALIST/HEAD CASHIER
Charles Schwab
Morgan Stanley
UBS
Major Duties:
Processed checks from clients, stock certificates and
Ira distributions.
Opened New Accounts
Balanced checks on a daily basis
Generated reports for stock certificates
Extensive data entry of transaction information
Worked closely with management to enhance business revenues
Interfaced with clients to troubleshoot account problems
Assisted with coordination of seminars including processing
Of invitations
GENERAL ADMINISTRATIVE:
Hartford Financial Services Company
Day, Berry & Howard (Attorney offices City Place Htfd, Ct
MAJOR DUTIES:
Processed approximately 1500 checks per hour.
Strong typing skills
EMPLOYMENT:
Vision Real Estate (Realtor) Farmington, Ct 9 yrs PT
Charles Schwab 43 LaSalle Rd/West Hartford, Ct 5 yrs
Morgan Stanley City Place Htfd Ct 14 years
UBS Constitution Plaza Htfd Ct 12 years
PART TIME:
Day, Berry & Howard City Place Hartford, Ct
10 Years..This was Nights and Weekends
Hartford Financial West St. Southington, Ct 5 yrs
TRAINING EDUCATION:
Charles Schwab: Two weeks in Orlando, Florida
SPECIAL AWARDS:
Customer service & satisfaction Award: Received a score of 4.92 from a
Range of (1 to 5) result of a customer satisfaction mailing by Charles Schwab
Which was the highest score on the East Coast.
Contact this candidate