Customer Service Microsoft Office

Sandra Engstrom-Carlisle

Ocean City, NJ 609-***-**** ***************@*****.***

financial services clerk/Administrator

Innovative and versatile professional with broad and rich experience, including: office administration, investments, insurance, deposit accounts, personal/business loans, and customer service. Passion for learning and ability to leverage academic background to identify creative solutions. Reliable and highly resourceful, ability to succeed in demanding environments and skillfully manage multiple tasks. Authentic and adaptable with strong interpersonal skills, proficient in fostering positive business relationships and communicating effectively at all levels.

AREAS OF EXPERTISE

General Office Administration

Securities Industry Knowledge

Creative Marketing

Digital Media

Collaboration & Teamwork

Organization & Prioritization

Typography & Color Theory

Process / Procedure Development

User Experience

Client-Focused Service

Keen Attention to Detail

Excellent Communication

EXPERIENCE & RESULTS

INVESTMENT SERVICES 4/2016- present

Investment Relationship Specialist/ Executive Assistant

Prepared forms and agreement to initiate and finalize sales

File and filing system creation and maintenance

NetX, Schwab Institutional Investor Platform management

Microsoft Office, Smart Office

Commission tracking

Build and maintain positive client relationships founded on trust, excellent service, and outstanding results

SUBSTITUTE TEACHER 2015-4/2016

K-12 Ocean City, NJ School District

Completion of class assignments, maintain order and respectful learning environment

ENTREPRENEUR 2011-4/2016

Designer / Photographer

Conceptualize and create design that engages and communicates with individuals on a personal level

Employ exceptional communication skills to understand client needs and deliver fully considered solutions

Demonstrate expertise in brand identity, social media marketing, and google analytics

BROKER/DEALER BRANCH OFFICE 1998-2011

Securities Principal

• Led, guided, and managed staff to ensure regulatory compliance. Developed a collaborative team environment

Increased efficiency by developing procedures and maintaining orderly files for ease of accessibility

Sold financial service and products to clients, attracted referral business through customer service

Communicated effectively across the organization to ensure an understanding of all industry guidelines

Developed and conducted financial presentations to attract new clients

EDUCATION

Bachelor of Fine Arts, Moore College of Art and Design, Philadelphia, PA

Digital Media for Web and Print Certificate, Moore College of Art and Design, Philadelphia, PA

TECHNICAL PROFICIENCIES

Microsoft Office, Smart Office, Clearing House Platforms, Adobe Creative Suite, HTML/HTML5, CSS

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