Customer Service Executive Assistant
Resume:
Andréa T.R. Stein
Email. ******.**.*****@*****.***
Cell. 508-***-****
High Level Executive Assistant Professional with more than twenty years of experience as a Key Liaison & Strategist in Brokerage, Real Estate Management, Information Technologies & Multi-Media. Designed and achieved metrics in the cultivation and fulfillment of team goals through strong analytical and communication skills. Implemented Community Outreach via Marketing Campaigns and Charitable Partnerships. Provided Excellent Customer Service & seamless support to Clients throughout myriad individual & global challenges. CORE COMPETENCIES
- Supreme Verbal & Written Communication Skills - Prioritization - Team Player
- Diplomacy - Leadership - Mentorship
- Organization - Adaptability - Metrics Design
WORK HISTORY
9/2019 – 6/2022
7/2010 – 12/2018
Branch Office Administrator
Edward Jones Investments, Centerville, Massachusetts, also serving Litchfield County, Connecticut and Greater Boston and Providence Areas.
Brokerage Firm – Consistently Ranked Amongst Fortune Magazine’s “100 Best Companies to Work For".
- Implement Key Strategies, Activities and Competencies as required by the Firm and warranted by Compliance Department
- Report directly to on-site Financial Advisor
- Liaise daily with St. Louis, Missouri Home Office Campus and Tempe, Arizona Campus
- Provide excellent customer service, answer all incoming telephones (multiple lines), offer in-branch assistance to clients and prospects
- Execute meeting planning and agendas, maintain calendar and schedule appointments
- Initiate/Follow up on all client documents, establish & maintain all client records
- Process incoming/outgoing checks and federal wires, maintain all office equipment and inventory
- Implement research, problem solving, multi-tasking
- Prepare all letters, forms and reports on both a Per-Client and List basis
- Initiate/Oversee all Marketing Programs for New Business
- Ensure compliance with all SEC, FINRA and NYSE regulations Achievements:
- Consistently rated as "Outstanding/Exceeding Expectations" in the administration of Key Roles
- Client Experience Index (CEI) Score of 460 - well above Firm Nationwide Average of 407 12/2018 – 9/2019
Office Administrator
All Around Computers, Hyannis, Massachusetts.
IT Planning & Development, Network Administration, Data Recovery and Security Company.
- Delivered Mission Statement of Customer Service Excellence
- Reported directly to President and Vice President
- Provided Targeted Customer Relationship Management (CRM)
- Coordinated Tech Team schedules, both in-house & on-site
- Supported Strategic Partnerships through execution and maintenance of all Client Contracts
- Accounts Payable
- Accounts Receivable
- Performed General Office Duties – Meet & Greet Clients, Inventory Management, et al. Achievements:
- Streamlined manual and electronic filing systems, generating increased efficiency. ADDITIONAL EXPERIENCE
Executive Assistant to Owner/President
Holly Management & Supply Corporation, Hyannis,, Massachusetts. Cape Cod's Premier Commercial & Residential Real Estate Development & Management Company.
- Performance of comprehensive top-tier administrative & proprietary services for Owner/President & Corporate Officers
- Reported directly to Owner/President
- Composed, edited & executed correspondence & target mailings (Microsoft Word)
- Gatekeeper - Managed & distributed all email for Owner & Officers (Microsoft Outlook)
- Executed lease proposals for all commercial properties (Microsoft Word, Property Management Program)
- Created & administered new & renewal leases for Commercial & State tenancies through all phases of due diligence
- Prepared & remitted all credit applications for vendors and biilled & tracked commercial real estate taxes & build-out Expenditures
- Tracked & managed all Workman's Compensation claims & property incident/accident reports
- Prepared & distributed minutes of Association meetings, and liaised directly with Town Hall, Local & State Commissions
& Government Offices
- Supported Property Manager, Construction Supervisors, Legal & Finance Departments as required Achievements:
- Completed RFP (Request for Proposal) for "Green" Building (30,00 square ft.) for proprietary State Office resulting in award of five (5) year lease.
- Transitioned contact database (1,000+ entries) from manual to electronic, generating increased efficiency. Executive Administrator
Stepping Stones Museum for Children, Norwalk, Connecticut – One of America’s Top 50 Children’s Museums.
- Proactive support of Executive Director, Director of Development & Board in a Not-for-Profit environment Executive Assistant to President/CEO
Westfield Capital Corporation, Greenwich, Connecticut – Leveraged Buyout Company.
- Managed fast-paced, multi-faceted office while maintaining utmost discretion & propriety. Director of Operations
The Magellan Group, Rowayton, Connecticut – Direct Marketing Enterprise.
- Executed all tiers of office management necessary to the daily operation of a direct marketing group. Assistant to Regional Advertising Director
Newsweek Magazine, New York, New York – Worldwide Weekly Newsmagazine.
- Comprehensive executive support of Regional, National & International Branch Office affairs. Production Coordinator
MTV Networks Inc., New York, New York- THE Music Television Cable Network.
- Coordinated pre- & post-production, location and acquisition services for on-air programming & music videos. EDUCATION
Manhattanville College, Purchase, New York - Bachelor of Arts, Classical Studies; Double Minor, Art History/English. Achievements:
- Work/Study Program - Manhattanville College, Purchase, New York.
- Assisted College's Public Relations Director - Special Events & Fundraising, including Spring Gala Benefit featuring Maestro Itzhak Perlman.
Brien McMahon High School, Norwalk, Connecticut
Achievements:
- Class Valedictorian
LANGUAGES - Conversational: French, German, Greek & Italian INTERESTS - Music/Voice, Writing, Literature, Film, Nature REFERENCES - Available upon request
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