Administrative Assistant, Client Service Rep
Resume:
Mary Merritt
Pasadena, MD *****
***************@*****.***
Work Experience
Office Administrator
The Carpet & Air Duct Man - Curtis Bay, MD
February 2022 to Present
Type up estimates, calculate measurements, order carpet & luxury vinyl plank, answer the telephone, collections, answer customer questions
Financial Associate
State of Maryland - Annapolis, MD
December 2019 to February 2020
Data entry, auditing, assisting state employees with payroll questions.
Inventory Specialist
Sports and Imports Auto Sales - Pasadena, MD
February 2019 to December 2019
Enter Inventory, monitor Maryland State Inspections, transporting vehicles
Claims Associate II
State of MD
May 2010 to June 2018
Processing unemployment claims, detecting fraud, advising claimants of their rights and responsibilities when filing for benefits.
Assistant Operations Manager
Citi Smith Barney
February 2006 to December 2009
Opened new accounts, initiated transfers, scheduled client appointments, monitored client service associates and financial advisors to ensure they operated within the boundaries of the firm, SEC and FINRA guidelines, cross trained client service associates, review daily operation reports, assisted in annual branch audits, issued client checks, entered daily deposits, reviewed profit and lost reports, ordered office supplies, processed all accounts payable, scanned paperwork, notarized documents, assisted clients as necessary
Branch Office Coordinator
Legg Mason Wood Walker, Inc
May 2002 to February 2006
Opened new accounts, initiated transfers, scheduled client appointments, monitored client service associates and financial advisors to ensure they operated within the boundaries of the firm, SEC and FINRA guidelines, cross trained client service associates, review daily operation reports, assisted in annual branch audits, issued client checks, entered daily deposits, reviewed profit and lost reports, ordered office supplies, processed all accounts payable, scanned paperwork, notarized documents, assisted clients as necessary
Administrative Assistant
Act Personnel
August 2001 to May 2002
Temped at Western Maryland Health System and Legg Mason, maintained filing system, designed Excel spreadsheets, coordinated workshops, prepared presentations, record keeping, prepared statistical reports, answered the phone, prepared monthly financial reports, assisted the Director of Dietary and the Directory of the Counseling Center
Education
AA in Human Services
Anne Arundel Community College
1987
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