Administrative Assistant Client Associate

Lynda C. Kollar

* **** *****, ************, ** **704

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

Cell: 570-***-****

December 2008 – April 2022

Wells Fargo Advisors / Plains, PA

Client Associate

Skills:

Excellent communication, multi-tasking, problem solving, organizational and attention to detail skills.

Microsoft O ce, Outlook, Word, Excel and PowerPoint. As a Client Associate, I assisted and provided administrative support to the branch manager along with multiple nancial advisors.

Responsibilities included:

Assisted clients via phone and in person inquiries, along with analytical research. Opening of new accounts, processing nancial transactions and generating various reports.

Coordinating multiple client events and o ce events throughout the year, from the initial stages of planning including details of the event process.

Assisting the manager with all aspects of client marketing, such as database management, e-mailings, and special mailings on a monthly basis.

Compliance management.

April 2000 – January 2008

Merrill Lynch / Plains, PA

Client Associate

I was responsible for assisting and supporting the branch manager with administrative duties for branch employees, including timesheet management and event coordination. I worked with clients via telephone and in person regarding nancial transactions and inquiries.

*References available upon request

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