Administrative Assistant Manager
Resume:
Courtney Anne Seiter
Pasadena, California 91107
**********@*****.***
Objective:
A challenging and interesting position that will utilize my strong organizational and interpersonal skills.
Experience:
June 2009 to Present Zecco Trading
Financial Services Representative/Broker
Assist customers with investment education and placing trades. Maintain strategic partnership relations with partners within the Zecco organization as well as our clearing firm Penson Financial in order to provide one stop resolution for my customers. As a leader amongst the call center staff, I am approached regularly by other representatives for advice and direction. I was involved in corporate projects, such as the implementation of SalesForce, and call center training. I also served as a transitional manager of a team of ten representatives for six months.
June 2008 to January 2009 Merrill Lynch
Financial Advisor
Assist high net worth clients to manage their finances through investments in equities, mutual funds and fixed income vehicles.
February 2006 to August 2007 Wells Fargo
Licensed Banker
Assist new and existing clients with opening and maintaining all bank accounts, and personal and home loan applications. Assisted business clients with account maintenance and developed plans to expand their business. Maintained a regular and dedicated client base. I also held SEC licenses Series 7 and 66. I counseled clients on the benefits of Mutual Funds, retirement accounts and college savings and provided customers with these investment opportunities.
November 2003 to April 2004 San Gabriel Cemetery Association
Administrative Assistant to Manager
Responsible for arranging and preparing funeral services, assisted in counseling prospective clients, answered all phones, maintained professional contacts and client correspondence.
May 2003 to October 2003 ForSight Creations
Administrative Assistant to the President
Arranged meetings with clients and various city and county agencies, maintained professional contacts and client correspondence, and coordinated projects.
Education:
Stephen’s College Columbia, Missouri
CSULA Los Angeles, California
The American Academy of Dramatic Arts Pasadena, California
Pasadena City College Pasadena, California
Associations:
Phi Kappa Phi
Mensa member
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