Personal Assistant Customer Service

Elizabeth Lassiter

203-***-**** *************@*****.*** Wallingford, CT 06492

SUMMARY

Energetic, motivated Personal Assistant with highly organized nature and skills in balancing needs of clients in both personal and professional capacities. SKILLS

Accurate and detailed

Problem resolving

Strong interpersonal skills

Dedicated team player

Administrative support specialist

EXPERIENCE

Personal Assistant to the Owner, Insurance Services, Inc., March 2014-Current Branford, CT

Handled incoming and outgoing mail, email and faxes. Organized personal and professional calendars, including reminders for upcoming meetings and events.

Prepared and updated office records, spreadsheets and presentations to support executive needs and enhance office productivity.

Typed documents, updated websites and compiled information for meetings. Screened telephone calls and inquiries and directed as appropriate. Managed household inventory and maintenance schedules. Organized work projects around client's house.

Opened, sorted and responded to routine correspondence on behalf of business leaders to facilitate communication and streamline processes. Conducted extensive online and phone research.

Restocked office and break room supplies to maximize team productivity. Prioritized timeline-driven items to complete projects promptly and within budget. Organized personal and professional calendars to streamline office communications, scheduling and initiatives.

Created expense reports using Microsoft Excel spreadsheets. Researched and collected options for best pricing on hotels, flights and home furnishings. Created presentations using Microsoft PowerPoint.

Devised and maintained office systems to best deal with paper flow. Senior Financial Services Representative, People's United Bank, January 1997-December 2010 Hamden, CT

Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.

Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services. Researched banking guidelines and statutory requirements to stay updated on new laws and applications.

Developed and maintained relationships with customers and assisted in generating sales opportunities.

Created and maintained large client base by meeting needs and delivering exceptional customer service.

Developed solutions to meet market gaps and drive company sales. Built positive and productive customer connections to drive consistent sales. Completed sales order tickets and processed client-requested transactions. Discussed client financial options to keep customers informed regarding transactions. Analyzed customer requirements and recommended efficient investment products. Developed excellent rapport with custom builders to expand opportunities for growth. Applied strict company and regulatory standards when producing contracts and documentation.

Called ten customers for warm leads each week to expand client base. Surpassed annual quota.

Court Stenographer, Freelance, December 1994-September 1996 Hamden, CT

Evaluated and edited transcriptions to verify error-free reporting. Strengthened traceability by transcribing court documents, records and general counsel agreements.

Prepared official transcripts of court proceedings to meet Connecticut laws and adhere to instructions from presiding judge.

Compiled and duplicated transcripts for entry into official court records. Applied various specialty equipment and recording devices to capture and document required information.

EDUCATION AND TRAINING

Court Reporting/Business

Court Reporting, Stone Business Academy, Hamden, CT November 1994 Graduated with Distinction

Bachelor of Science

Business Administration And Management, Albertus Magnus College, New Haven CT August 2001 GPA 3.4

Dean's List

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