Office Assistant Service Representative
Resume:
Tina Bass
Senior Registered Client Associate - MERRILL LYNCH
Atlanta, GA
************@******.***
Seeking a position where I can expand my exceptional communication, analytical and personal skills Authorized to work in the US for any employer
Work Experience
Registered Client Associate
MERRILL LYNCH
December 2015 to Present
Ensure that client's needs are met by partnering with specialists and business partners to understand what
they offer to client's and the most effective way to generate business referrals while managing existing partners and developing strategic business partnerships.
• Provide dedicated operational and sales support to multiple Financial Advisors such as setting up travel and meetings along with reporting travel and client meetings expenses.
• Provide administrative and client support to financial advisors that manage over 500 million in assets
• Responsible for: daily management on deposits, funds transfers, loans, domestic and international wires,
asset transfers (ACATs), placing trades (including syndicate and IPOs), employee pension plans such as IRA and 401K setup or any activity essential to managing a client's portfolio. Financial Service Representative
TRADE FINANCIAL
November 2013 to August 2014
• Strengthened client relationships by anticipating needs, aligning and proposing ETFC products and services where appropriate
• Exceeded service expectations and followed through on commitments.
• Responsible for: daily management on deposits, funds transfers, domestic and international wires, and asset transfers (ACATs)
• Documented all client calls and transactions in a timely and thorough manner.
• Maintained professional call management etiquette at all times. Agency Office Assistant /CSR
COUNTRY FINANCIAL
January 2009 to July 2013
• Rounded client insurance portfolios and assisted producers with new business
• Assisted underwriters in mitigating risks
• Utilized the company's proprietary software and models to competitively price approvals
• Identified sales opportunities for existing customer base while leading new sales activities and developing
lead qualifying strategies
• Investigated and resolved a wide variety of requests that include gathering additional information, setting
expectations and working with other support organizations to fulfill the request.
• Performed general administrative tasks such as answering the phone, filing and finalizing paperwork
• Was responsible for setting up appointments with customers
• Provided customers with accurate information regarding their accounts. Secretary
WESLEY MONUMENTAL UMC
September 2006 to September 2008
• Assisted Pastors as necessary.
• Interacted with others in a positive manner.
• Prepared weekly bulletin and maintained church directory
• Facilitated Building Use Requests by scheduling, issuing forms, and assisting with details if needed
• Performed general administrative tasks such as answering the phone, filing and finalizing paperwork
• Prepared year-end conference reports, and items for the church's Annual Meeting Education
MS in Leadership in Leadership
Northeastern University - Boston, MA
December 2015 to July 2019
BA in Sociology in Sociology
Cleveland State University - Cleveland, OH
September 2003 to March 2006
Skills
• Excel. (5 years)
• Microsoft Word (5 years)
• PowerPoint (5 years)
• relationship building (7 years)
• Siebel (3 years)
• Sales Support
• Analysis Skills
• Business Development
• Salesforce
• CRM Software
• Event Planning
• Project Management
• Account Management
Certifications and Licenses
Series 7 License
Series 63
Series 66
Series 6
Assessments
Basic computer skills — Familiar
October 2021
Performing basic computer operations, navigating a Windows OS, and troubleshooting common computer problems.
Full results: Familiar
Verbal communication — Highly Proficient
October 2021
Speaking clearly, correctly, and concisely
Full results: Highly Proficient
Customer service — Proficient
January 2022
Identifying and resolving common customer issues
Full results: Proficient
Customer focus & orientation — Proficient
October 2021
Responding to customer situations with sensitivity Full results: Proficient
Cognitive ability — Expert
October 2019
Combining pieces of information to form general rules or conclusions. Full results: Expert
Logic & critical thinking — Highly Proficient
October 2021
Using logic to solve problems.
Full results: Highly Proficient
Administrator — Highly Proficient
October 2021
Personality and problem-solving skills
Full results: Highly Proficient
Management & leadership skills: Planning & execution — Proficient October 2021
Planning and managing resources to accomplish organizational goals Full results: Proficient
Protecting patient privacy — Proficient
October 2021
Understanding privacy rules and regulations associated with patient records Full results: Proficient
Working with MS Word documents — Highly Proficient October 2021
Knowledge of various Microsoft Word features, functions, and techniques Full results: Highly Proficient
Administrative assistant/receptionist — Highly Proficient February 2022
Using basic scheduling and organizational skills in an office setting Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Additional Information
KEY SKILLS
• Proven ability to assess needs of clients and • Computer/technical literacy and proficiency in recommend appropriate solutions/interventions. Microsoft Word, PowerPoint, Excel.
• Seven years of experience working in a financial • Extensive experience in monetary transactions services role management.
• Exceptional interpersonal and relationship building • Goal and results-oriented with proven ability to skills. work collaboratively on a team and with key
• Proficient with Salesforce, Concur, and Siebel partners.
Contact this candidate