Administrative Assistant Operations Supervisor
Resume:
Barbara W Guyton
EXPERIENCE
Wilson Financial Group, Inc., Chapin, SC
Administrative Assistant
Managed clients accounts with investment and life insurance needs under
the direction of the account advisor. Talked with clients to sc hedule
appointments and provided detailed reports ete
National Planning Corporation, Chapin, SC
Administrative Assistant
2000 « 2005
Managed all administrative functions of the office including talking with
clients, scheduling appointments, opening and closing accounts, creating
reports etc. Adhered to all compliance regulations pertaining to customer
accounts, transactions, files, correspondence etc
Walnut Street Securities, Columbia, SC
Administrative Assistant
1998 - 2000
Supervised and maintained the securities operational area, Worked
directly with registered Reps to assure smooth and accurate handling ot
their clients requests and needs. Opened and closed accounts, « reated
management reports for advisors and clients Processed spreadsheets
through the use of Excel and Microsoft Word
Wachovia Bank, NA ~ Columbia, SC
Operations Supervisor / Repurchase Agreement Trader
1973 1998
Supervised and trained staff to ensure departmental compliance with
security transactions and money wires. Reconciled all accounts for the
Bond Department. Promoted to Repurchase Agreement Trader
Responsibilities included the procurement and management of over St
Billion of repurchased collateral, utilizing competitive rates and
profitable spreads for trades with accuracy adhering to margin
requirements and credit limits and credit lines,
414 Glen Arver Ct
Chapin, $.C. 29036
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SKILLS.
Held Series 7 license befor ;
retirement, Supervisory
skills, Computer Excel and
Microsoft Word
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