Customer Service Administrative Assistant

Whitney K. Philips

**** ********* ****, ********, ** 23221

804-***-**** - *******.*******@*****.***

EDUCATION

East Carolina University; Greenville, North Carolina December 2008

Bachelor of Science, Business Administration with a Concentration in Finance

EXPERIENCE

Davenport & Company; Richmond, Virginia 2010 to Present

Retirement Services Associate

• Provide administrative and operational support to brokers and clients regarding retirement plans

• Respond to technical questions from brokers and clients in connection with retirement plans

• Develop and maintain department marketing material and sales support tools for specific plan products

• Prepare annual plan document billing for qualified retirement plans

• Draft plan documents and document provisions

• Assist in preparing appropriate analysis and comparison of various plan types

• Production of draft and final plan documents, administrative forms, annual notices, etc.

Davenport & Company; Richmond, Virginia 2009 to 2010

Executive Administrative Assistant

• Planned departmental events

• Prepared department expense reports, billings, check requests and budgets

• Coordinated meetings and conference calls

• Maintained hard copy and electronic fining systems including invoices, expenses, contracts

• Received incoming calls, met with clients and prepared dictated letters and memos

• Conduced research for upcoming bond sales and Requests for Proposals

eBay 2004 to 2010

Entrepreneur

Initially a way to make money while in college, this business has grown into a full-service online retail store where items are shipped worldwide on a daily basis. Growing this business has helped me sharpen my business / finance skills, while keeping core concepts such as understanding and reaching my target market and making maximum profit a part of my daily responsibilities.

• Work with a wide range of buyers, sellers and items (from Jimmy Choo shoes to a 1965 Triumph Motor Car) forcing conscientious and abstract thinking from different perspectives, while determining the best selling strategy for each item

• Reach maximum number of target buyers/make maximum profit by researching and determining the following:

o The best time for each item to be listed and time of listing to end. For example, designer jeans auction to end at 9pm and antiques auction to end at 12 noon

o The length of listing. For example, shorter time for high demand items and longer time for more specialized items with fewer potential buyers

o User search habits and listing titles/categories. For example, "Rock & Republic" hats sold better under the “jeans” category instead of “men’s accessories” while being listed as the slang “R&R” in addition to “Rock & Republic”

• Perform customer service: maintaining listings/responding to inquires resulting in long lasting relationships with customers.

ACTIVITIES

Zeta Tau Alpha Sorority 2004 to 2008

• Vice President of Member Recruitment – 2006

• Fundraising Chair 2006-2008

East Carolina University Student Pirate Club 2004 to 2008

Jarvis Leadership Organization 2004 to 2008

Relay for Life 2000 to 2004

SKILLS

Proficiency with Microsoft Office, Outlook, Acrobat

Self starter, goal oriented, creative, dependable, organized, team player, extroverted

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