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Office Administrator Customer Service

Location:
Chicago, IL
Posted:
March 20, 2024

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Resume:

Myra Olson Dominick

**** ***** ****** ******

Chicago, Illinois 60630

ad4gz9@r.postjobfree.com

***/***-****

Summary

Agency Trader, Customer Service Representative and Office Administrator with Series 7 and Series 63 Licenses. Excellent customer service, client support, back-office administration, and multi-tasking skills. Detail-oriented and proficient in MS Office Suite including Excel and PowerPoint.

Seeking a new opportunity to utilize my skills in the financial services industry.

Business Experience

Sales Assistant, Client Support Representative and Back-Office Administrator

Podesta & Co., Chicago, Illinois, 8/02 – 12/19

(Podesta was split into brokerage and insurance businesses and sold prior to COVID)

Served as Sales Assistant and handled back-office administrative tasks including maintaining FINRA Web CRD and

FINCEN account. Interacted with brokers and assisted with client portfolio management.

Broker/Dealer Sales Assistant, Office Manager, Customer Support Representative

Salomon Smith Barney, Inc., Chicago, Illinois, 5/99 – 6/00

J. C. Bradford and Co., Dallas, Texas, 7/98 – 2/99

Served as Office Manager handling all order entry and back-office functions, cashiering, cage management and branch

operations. Functioned as Wire Operator and Sales Assistant as well. Trained additional staff.

Options and Equity Agency Trader, Wire Operator, Office Administrator, Customer Support Representative

Principal Financial Securities, Inc., Abilene, Fort Worth and Dallas, Texas, 7/89 – 5/98

Began as Wire Operator in the Abilene, TX office and continued to gain more responsibilities over time. Assisted with sales, handled office administration, Scheduled and supported customers.

Transferred to Fort Worth, TX office as Office Manager and Customer Support Representative. Obtained Series 7 and Series 63 licenses in 1987.

Served as a Trader in the Dallas office from 1987 to 1998, prior to moving to Chicago.

Education

McMurry University, Abilene, Texas

Attended 1983 – 1986, then went back several years later

BS, Business Administration, focus on Economics and Finance, 2005

References Available upon request



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