Customer Service Administrative Assistant

Margaret M. Masone

*** ******** ******

Framingham, MA 01701

Phone: 508-*875-4063

E-mail: ********@***.***

Objectives:

To obtain a position with a professional company acting as a client liaison and provide customer service to clients, support staff and professional staff to aid the company in its daily operations and commitment to customer satisfaction and company growth.

Qualifications:

My best qualifications are the proof over the years that I have performed the duties necessary to maintain quality of work and professionalism. I have enjoyed my position developing a style that has been successful for me and rewarded by my employers.

Education

Roslindale High School – Diploma

I did attend various colleges to increase my skills in English and learn more about business operations including extensive accounting courses.

Experience

Administrative Assistant – April 2022 – Present Signal Ridge Capital Partners

CRM database and workflow management supporting advisors with client services including scanning and electronic file management. Prepare and follow through with wire transfers, ACH transfers, trading and all client correspondence.

Onboarding of new clients, preparation of documentation needed to open various types of investment vehicles through a custodial platform and utilizing DocuSign and electronic transfers as well as transfers of stock from previous investment advisor accounts.

Maintaining client confidentiality, and trust in management of their wealth and keeping them informed of all aspects that have an impact on their investment portfolio.

Administrative Coordinator – October 2022 – April 2023 - Renaissance Alliance

Responsible for handling documents received from insurance carriers, processing daily mail including imaging and sorting of documents for various departments. Responsible for coverage of reception area.

Provide timely processing of inbound and outbound mail.

Provide accurate and timely electronic document imaging services.

Provide backup to team members and departments

Receptionist 2008-2020 Simpson Gumpertz & Heger Waltham, MA

Greet clients and incoming visitors assuring they are announced to the appropriate employee. Greet potential employees and make them comfortable. Answer, screen, and direct incoming calls for the Waltham office of over 300 home office employees and the backup operator for all 9 corporate offices across the country. Receive and sort all incoming mail and ready for delivery. Log all incoming checks from mail and interoffice mail for the accounts receivable department. Reconcile select vendor receipts for billing department. Document scanning as requested for filing, Framing professional certificates saving the company the cost of professional framing. Assist whenever asked to assemble marketing materials or employment recruiting packets.

Receptionist 1998-2008 Beals and Thomas, Inc. Southborough, MA

Answer and direct incoming calls for employees with a phone bank of 100 lines. Responsible for directing calls based on project location or client needs. Screen cold calls and sales calls. Direct leads for new business to appropriate departments. Greet clients and manage conference rooms as well as plan luncheons and refreshments as needed. Run errands and deliver time sensitive proposals wherever necessary. Daily banking needs such as deposits and petty cash. Maintain senior professionals calendar and various management reports.

Customer Service Manager 1996-1998 Metracom Boston, MA

Develop customer service department for new telecommunications company. Responsible for customer service problems, billing and ongoing telecommunications needs. Educating staff and customers of industry changes affecting their daily ongoing business communications. Involved in all local and long distance carriers negotiations relating to servicing and working with upper level management to assure quality service and timely response to customers. The business was sold to a larger telecommunications company and all jobs were terminated.

Receptionist 1995-1996 Metracom Boston, MA

Answer and direct incoming calls for 36 phone lines. I was responsible for taking accurate messages for management and staff. Answering customer service questions regarding billing and service problems whenever possible. Screen calls for competitor companies and sales calls. Learning the intricacies of the telecommunications world to better understand customers issues.

Previous Work Experience

Various positions with several firms. Notable many years with John Hancock holding various positions with increasing degrees of responsibility. Additional information related to work experience with John Hancock will be provided upon request.

References will be provided upon request.

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