Office Administrator and Sales Support Pro
Resume:
Lori Trunzo
Fairview, NJ 07022
********@*****.***
Summary:
Experienced Administrative Assistant that will utilize my numerous years of experience and diversified background, Highly motivated/Detail Oriented/Well Organized, Excellent Communication Skills, Property Management, Microsoft Office, (Word, Outlook, Excel, PowerPoint) Visio 2000, QuickBooks, Sametime, Clarity, Business Publisher, Lotus Notes 8, PeopleSoft, Share Point, ADP, Accounting, Marketing, Financial and Insurance Experience, Assistant Buyer for merchandise/Retail Sales Experience.
Experience:
Nasstoys, North Bergen, NJ Aug 2022 - Present
Office Manager/Sales
Generated reports
Pricing updates for each vendor
Customer service
Met and greeted clients
Handled back orders, take outs of items that were sold
Updated Monthly website (description items sold)
Created POs and confirmation monthly sales
Assurance Group/ Northeastern Financial Group, Hackensack, NJ Jan 2006 - Aug 2022
Office Manager/ New Business Developer Administrator
Provided sales support to the Vice President and other department team members
Generated reports, coordinated meetings, maintained calendar & updated information for MetLife Representatives, travel arrangements, processed payment of bills and expense reports
Managed schedules by coordinating and arranging appointments, onsite/offsite, meeting space and services (food, beverage and audio/visual)
Responsible for accurate payroll processing using ADP
Responsible for developing new business for company by going out to promote and update financial/personnel records on QuickBooks Pro with new clients. Met with clients to go over contracts, policies & enrollments for insurance (Life, Health, Commercial, Auto, Mortgages, etc.)
Called in medical that is needed to set up a new client for Long Term Disability or Long-Term Care
Performed Business to Business sales, to get new customers
UBS Financial Services, Weehawken, NJ Aug 2000 - Nov 2005
Project Coordinator
•Provided planning assistance in Leaming and Developing skills with Financial Advisors for high-net-worth clients in financial planning, retirement and investment planning
•Supported facilitators on projects, created PowerPoint presentations and assisted in product implementation for financial planning firms
•Coordinated logistics and attendees for the programs
•Updated Share Point Site, NewsLink and maintained Web Design
•General office support, typing, charts, graphs, attending meetings, travel arrangements, updated calendars, processed invoices, assisted new clients, brokers, customer relations, enrollments, projects, generated reports, maintained & updated information on My Learning Site, calculated evaluation forms from Financial Advisor training courses
Education:
•Business Administration/ Fashion/ Marketing, Jersey City State College, Jersey City, NJ, 1984
•Business Administration/ Data Entry, Hudson County Vocational School, North Bergen, NJ, 1984
•UBS financial services school, Weehawken, NJ, Major: series 7, 2002
•Kovats School of Business, Maywood, NJ, Major: Real Estate, 2002, Major: Life & Health insurance, 2006 Las Comp Institute School of Business, Major: Business Marketing, Montvale, NJ, 2010/ 2011
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