Manager Customer Service

***** ****** *****

Alpharetta, Georgia *****

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

Cell: 706-***-****

A Multi-skilled Senior Executive Assistant and Registered Securities Associate assisting Regional Manager and Multi-Million Dollar Securities Broker.

EXPERIENCE

RedPrairie Temporary February 2012

WELLS FARGO ADVISORS SOUTHERN REGIONAL OFFICE 1999-2011

Executive Assistant to Regional President and Senior Managing Director

• Supported regional president responsible for a half billion dollar business with approximately $45 billion in assets, including 85 branches and 68 branch managers in Georgia, Alabama, Mississippi, Louisiana, Tennessee, and South Carolina.

• Managed complex, concurrent schedules of Executives including but not limited to scheduling appointments, office meetings, arranging appropriate catering when needed.

• Planned all executive travel including agenda and itinerary, flight arrangements, lodging, reserving ground transportation, planning business luncheons, and scheduling dinner reservations as needed.

• Scheduled and planned all on-site and off-site meetings, interviews, and conferences for the Executive(s) including but not limited to selecting appropriate venues, planning food and beverage within budget, negotiating with properties, coordinating related travel arrangements for Executive and attendees, and providing on-site support as needed.

• Managed procurement of equipment and supplies for the Executive(s),necessary to perform business transactions at top efficiency level.

• Boosted daily productivity by reviewing all incoming documents, drafting letters and other correspondence as needed

• Increased efficiency and reduced excessive costs by reviewing and managing all invoices, expense reports, and confirming accurate expense coding.

• Improved region rankings for attendance and participation in regional meetings through repeated follow-up enrollment contact and documented accountability.

• Accelerated project completion by working independently utilizing strong ability to make informed decisions quickly.

• Strengthened research capabilities by creating and maintaining simplified listings, files, forms, and documentation.

• Minimized understaffing and maximized workforce by managing departmental time-off requests.

• Boosted productivity as senior registered client associate, by enabling financial advisor and branch manager with $300 million in assets and 2500 clients, to increase production by 22%.

• Expedited client contact during critical market events by monitoring economic and financial activity and taking immediate steps to inform broker and/or contact affected clients.

• Streamlined time management of broker/manager by preparing customer portfolio documents and assembling client presentation materials as needed daily.

• Conducted client meetings including managing broker-approved account reviews/changes.

• Broadened executive’s coverage by attending corporate meetings (as needed) as his representative.

READ, MARTIN, AND SLICKMAN CPAS 1993- 1999

Firm Administrator/Human Resources

• Executed all firm operations including payroll, accounts payable, accounts receivable, billing, and collections, bank accounts. Planned and coordinated all firm events.

• Waynewright Scot & Associates (simultaneous with above) Business Owner- responsible for all business operations- including commercial/residential design.

WHITE RABBIT, INC. 1991-1993

Manager

• Managed and performed all business operations including payroll, tax preparation, accounts receivable, accounts payable, merchandising, and commercial/residential design.

SHERWIN WILLIAMS & COMPANY 1975-1991

Designer/Assistant Manager

• Provided residential and commercial design in addition to performing management operations including payroll, accounts payable, receivables, inventory control and customer service.

NATIONAL CITY BANK 1972-1975

Teller

• Commercial Teller in largest bank branch with all duties and responsibilities of the job.

EDUCATION

BERRY COLLEGE 1972

Bachelors of Arts in English

SKILLS Securities Licenses: Series 7, Series 63; Microsoft Word, Excel, Outlook.

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