Administrative Assistant with Financial Experience

DENISE CAÑEZ

ADMINISTRATIVE ASSISTANT

OVERVIEW

I have worked as an administrative

assistant for Wells Fargo Advisors for the

past 16 years, assisting four financial

advisors, including the branch manager for

two years. My daily duties included a wide

variety of administrative functions and

responsibilities, including thorough and

prompt interactions with clients, customer

service, maintenance of forms and

schedules, and office operations.

WELLS FARGO ADVISORS,

Woodstock, IL., Administrative Assistant

February 2002 - April 2018

RELEVANT EXPERIENCE

& SKILLS

Supporting Financial advisors

Entering trades with FA instructions

Filing & storage of client files, per

compliance

Engagement with clients for FA

Portfolio reports

Preparing & submitting documents

Question resolution for statements

Resolving questions regarding 1049s

Ensuring clients take RMD

Greeting and attending to clients

Cashiering

Fluent with MS Word & some Excel

Strong phone interactions

Opening and closing accounts

1840 Riverwood Drive,

Algonquin, Illinois,

60102

815-***-****

**************@*****.***

CONTACT DETAILS

Pearl City High School,

Pearl City, Illinois - 1977

Highland Community College,

Freeport, Illinois - 1983

EDUCATION

REFERENCES

Lawrence Baier

financial advisor, immediate supervisor

815-***-**** /

********.*****@******************.***

Robert Chiappetta

branch manager

815-***-**** /

******.**********@******************.***

99

Contact this candidate