Receptionist / Office Assistant

Lue “Rita” Marion

***** ****** **.

Riverview, FL 33579

H: 813-***-**** / M: 727-***-****

Email: **********@*****.***

PROFESSIONAL SUMMARY

Experienced in “General Office / Administrative Management". Excellent interpersonal skills, competent performer in fast-paced, multi task environments. Enthusiastic and committed, able to organize and focus on the efforts of others.

Seasoned in working on time sensitive projects.

MICROSOFT APPLICATIONS /PHONE / OFFICE EQPT. -EXPERIENCE

AVAYA-8410D Phone System - assigned 6 lines - screened calls for Director, Manager and Supervisors

EXCEL (Basic) - Used to create Territory Charts for Internal and External Advisor Consultants

MICROSOFT OUTLOOK - Used to create email distribution listings, team emails, Outlook Calendar for scheduling conference rooms and appointments

SEIBEL / ORACLE SYSTEM – Used to create Financial Advisors and New Hire(s) Profiles

into the database

VISIO - Org-Charts used Management Structure and Segmentation of employees

WORD - Used to create "pdf documents" and Telecommunication Profiles for New Hires

XEROX/IKON Printers - Print, Copy, Fax, Scan, Binding

TECHNICAL EXPERIENCE

MS Office, Avaya-8410D Phone System, Excel (Basic), Microsoft Outlook, Visio, Word, Xerox/Ikon Printers - Print, Copy, Fax, Scan, Binding, Administrative, Call Center, Sales

PROFESSIONAL EXPERIENCE

(Actively looking for job from Apr 2016)

Franklin Templeton Investments (Apr 1997 – Apr 2016)

Receptionist Coverage and Administrative Sales Assistant for the NYSE Division

Answer multi-phone line for Internal Sales, Dept. Manager and Dept. Supervisor. Assist Advisor Consultants and Sr. Advisor Consultants in their daily job duties, maintain copy room, mail distribution, maintain monthly and quarterly performance reports and assist in administrative training for new hires.

Create Excel Spreadsheets for tracking proactive calls for Inbound Sales Associates, updated word documents and training guides for the Territory Coordinators & Sales Division Supervisor(s). Service Observe and mentor new hires as needed and submit progress report to department manager and supervisor, created portfolio profiles for internal Advisor Consultants and Sales Associates via Siebel Database and confirm information through FINRA.

Assist in Campaign Mailings (Order Sales Market Material & Literature), Schedule Conference Room Meetings for Supervisors and Sales Representatives. Dispatched External Wholesalers Overnight Packages to their base office and/or home, created a Repository Library for Internal Sales for quick easy access to Franklin Templeton Market Materials, Market Updates, Market Reports, Commentaries, Product Profiles and Fund Fact Sheets utilized by Sales Associates, Advisor Consultants and other associates when they are taking calls from External Financial Advisors.

Maintain company RightFax Enterprise Management Utility Software used for downloading pdf documents from internal sales website on a quarterly basis. Shared "Best Practice" Ideas and product profile sheets, and new hire sign off sheets on administrative assistants SharePoint site.

AAA Auto Club South/Operation Center (1989 – 1994)

Call Center

Job Duties: Emergency Road Service Rep – Inbound and Outbound calls, Radio Dispatcher / Appointment Setter, 800-Telephone Operator- National/International Triptik Travel Counselor Team Lead

Trained and Managed Phone Representatives for Emergency Road Service Operation Center in Downtown St. Petersburg.

EDUCATION

High School

Gibbs high school- St Petersburg, FL

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