Administrative Assistant Customer Service

Makyl Shores

Work Experience

Vanguard April 2022 – May 2024

Retirement Investment Specialist/ Administrative Assistant Office Clerk.

Reviewed and evaluated draft trust instruments to ensure compliance and accuracy.

Collected, protected, invested, and preserved trust assets to maximize returns.

Understood the needs of beneficiaries to provide tailored financial advice.

Made beneficiary distributions in accordance with trust terms and legal requirements.

Administrative Assistance Duties/ office work, file paper work, organization skills, Updating information in the computer data systems.

Maintained records and prepared trust accountings for transparency and accountability.

Managed the trust income tax-filing process to ensure timely and accurate submissions.

Conducted regular reviews of trust performance and made adjustments as needed.

Collaborated with legal and financial advisors to optimize trust management.

Provided detailed reports to beneficiaries and trustees.

Ensured compliance with all relevant laws and regulations.

U-Haul International March 2021 - April 2022

Customer Service Representative/ Night Call Rep

Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.

Liaised with customers, management, and sales team to better understand customer needs and recommend solutions.

Offered advice and assistance to customers, paying attention to special needs or wants.

Responded to customer requests for products, services, and company information.

Handled inbound and outbound calls to service providers and customers.

Processed requests to provide services for broken-down equipment.

Scheduled dispatch services to ensure timely repairs.

Provided opportunities for customers to feel secure about timely equipment repairs.

Scheduled replacements for broken-down equipment.

Communicated effectively through Teams chat.

Charles Schwab October 2019 - March 2021

Mail Clerk

Organized and distributed mail among departments within the corporation.

Answered phone calls with information about customer mail.

Sent off and labeled packages for next-day shipment.

Maintained accurate records of incoming and outgoing mail.

Assisted with special mailing projects as needed.

Sorted and prioritized mail for efficient distribution.

Coordinated with courier services for timely deliveries.

Managed mailroom supplies and inventory.

Tracked and reported on mailroom activities.

Provided support for administrative tasks as required.

Blink Network February 2017 - October 2019

Customer Service/Inside Sales Representative

Used company troubleshooting resolution tree to evaluate technical problems and find solutions.

Answered a constant flow of customer calls, managing up to 100-200 calls per minute.

Responded to customer requests for products, services, and company information.

Acted as an inside sales agent for products and memberships.

Helped customers with complaints and questions, processing payments efficiently.

Maintained detailed records of customer interactions.

Followed up with customers to ensure satisfaction.

Collaborated with the sales team to meet targets.

Provided product demonstrations and training.

Identified opportunities for upselling and cross-selling.

EDUCATION

Graduate in English Literature - Madison Falls High School - Queen Creek, AZ

Graduate in Data Analytics - Metric America Alumni - Remote

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