Client Service Administrative Assistant
Resume:
Mary Merritt
Pasadena, MD *****
***************@*****.***
Work Experience
Client Service Representative
Pep up
Glen Burnie MD
Take orders for propane, kerosene, fuel oil, diesel, process payments, compile customer account agreements, upload tanks test results
Dispatcher
Spirit Logistics
Glen Burnie MD
January -February 2024
Dispatching, handling returns for damaged inventory, communicating with customers
Administrative Assistant
The Carpet & Air Duct Man - Pasadena, MD
February 2022 to Sept 2024
Typed up estimates, calculated measurements, ordered carpet & luxury vinyl plank, answered the telephone, called for collections, answered 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
Education
AA in Human Services
Anne Arundel Community College
1987
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