Administrative Manager Service Assistant

Sandra T Bennett

advht9@r.postjobfree.com 305-***-****

linkedin.com/in/sandra-bennet-91a406263

Summary

Professional Summary

Professional phone etiquette, excellent customer skills, work well under pressure, very organized with over thirty five

years of experience, train new employees in procedures of all operational procedures, manage office supplies, answer

and manage incoming and outgoing calls and provide accurate messages, and excellent work ethic and attendant record

Experience

Branch Operations Specialist

Wells Fargo Advisors

Cross trained for all of Operational functions in the Miami Hub

* Wire Operator – Enter all orders, large block, live order, bore order, mutual funds orders

* Inform Financial Advisors (FA’s) and Client Associates (CA’s) of order rejects, corporate action alerts and all

alerts received from wire traffic via email from the home office.

* Log all incoming and outgoing Command VISA Debit Cards, Checks and Pins

* Cashier functions– enter bank deposits for three branches for the Miami Hub, deposit stock certificates, identify all

mail correspondence outgoing and incoming.

* Responsible for review of all new account documents being sent to the Home Office

* Process trade corrections as well as communicate with the Home Office on different issues

* Special projects to include preparing and distributing reports to FA’s and CA’s from region, worked on different

assignments with Administrative Manager and Operation Manager prepare new account packages for incoming

FA’s

* Gone to branch sites to assist branches when CA’s or operation persons are out of office or when requested by

the managers

* Transition team with Wells Fargo Advisors with merger with AG Edwards Financial Institue Client Service Assistant

Cisco

Assisted five to six Financial Advisors

* Answering; telephone system, open new accounts, mail documents, command accounts, update client accounts, assist clients with account information

Education

Sandra T Bennett - page 1

Midwest College of Theology

Doctorate Degree

Miami Dade College

Associates, Business Administration

Skills

administration • cashier • computer associates packages • customer relations • debit • email • financial • funds • home office • html

Sandra T Bennett - page 2

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