English, Dairesse - Resume

Dairesse L. English Resume

760-***-****

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

SKILL PROFILE

Microsoft Office (Word, Word Perfect, Excel, PowerPoint, Desktop Publisher, Outlook), ACT!, Unix/Lakeshore, ESP, Internet Proficient, Principia Pro Morning Star, Lotus Notes, Win Flex, Adobe Acrobat, and Data Entry 10/Key & Alphanumeric

Managerial, leadership, communication both written and verbal, ability and willingness to learn quickly, multi-tasking, team player, team motivator, flexible in changing priorities and recognizing priorities, strong confidentiality, organizational, and detail oriented

EDUCATION

 2006 - Current Education: Copywriting Certificate Studies

 2/03-9/06 CA Notary Public

 Graduate of Laurel Springs High School 4.0 GPA

 2 Years Sign Language Interpreter - ASL & English

 Interior Design Study Course - Asheville Buncombe Technical School (AB TECH)

EMPLOYMENT HISTORY

Morgan Stanley, Temecula, CA 2008 – Most Recent

Client Service Associate

 New account set up, investment contract preparation, investment requirements research, ownership and

beneficiary changes, estate settlements, insurance proposals/applications and processing, IRA rollovers/contributions,

excess removals, brokerage transactions, mutual fund and CD transactions, ACAT, cash journals, margin journals

 General customer service, account balances, BA’s, SPO’s, wires, direct deposits, account correction cases, basic

cashiering, check deposits, check orders, trade corrections, interest adjustments, and compliance

 Advisor licensing, renewals, corporate appointments, continuing education, compensation issues, reporting, spread

sheets, scheduling, meeting preparation

Ameriprise Financial (Formerly American Express Financial Advisors), Carlsbad, CA 2002 – 2008

Office Manager/Executive Administrative Assistant to Branch Manager

Executive Administrative Assistant Duties Included:

 Assisted with NASD compliance regulations over advisors and staff, investigations, and complaints

 New account set up, investment application preparation, investment requirements research, ownership and

beneficiary changes, estate settlements, insurance proposals/applications and processing, IRA rollovers/contributions,

brokerage transactions, mutual fund and CD transactions, and continuous follow up

 General customer service, account balances, BA’s, SPO’s, wires, direct deposits, account correction cases

 Advisor licensing and renewals, continuing education, compensation issues, client based reporting

 Fund facts, Morning Stars, client meeting preparation

Office Management Duties Included:

 Software/database maintenance, computer ordering and installation, inventory, office equipment

Maintenance (copier, scanner, voice mail system, internet and intranet routers, phones, etc.), twenty-three phone

number ID and hunting sequence coordination, property management liaison

 Human Resource generalist, employee hiring, training and oversight, payroll service coordination

 Meeting coordinator, vender networking, travel coordination, A/R, A/P, invoicing, registered NASD mail handle

 Corporate correspondence and advertising, seminar preparation, marketing promos, flyers and

advisor bio, mass mailings, mail merges, instructional and computer technical copywriter

 Multi line phone system maintenance and answering for Branch Manager, filing, preparing spread

sheets, pie charts, client correspondence, and power point presentations

 Writing administrative manuals and implementation

Dovetail Marketing(ASI Company), San Diego, CA 2001-2002

Executive Assistant to President/Owner, Sales Representative & Customer Service Manager

Executive Administrative Duties Include:

 Data entry (Act & Lakeshore), maintaining all files , maintaining approx. 5000 catalogs

 Responsible for keeping accurate records of all orders

 Correspondence preparation, shipping, promotional product purchasing,

 Scheduling, meeting coordination, highly detailed organization required

Customer Service Management and Sales Duties Include:

 Developing new accounts, maintaining established accounts with companies such as Shell, Texaco,

J. Walter Thompson, Rosie O’Donnell Show, Liz Claiborne, McGraw Hill Publishing, Pacific Bell, Etc…

 Daily scheduled follow up with customers to further promote sales

 Acting liaison for president, product quotes, presentation preparation, providing samples and

suggestions to further sales, and product research

 Order placement, constant follow up such as tracking shipments (national and international),

coordinating between suppliers, venders, embroiders, silk screeners, decorators, customers, etc…

 Coordinating artwork, artwork/logo proofs approval, coordinating ship dates to meet deadlines

 General customer service

(Temporary Assignment) Roth Staffing Services, Carlsbad, CA 2000-2001

Administrative Assistant

 Assistant to three service managers, two sales executives, and the regional manager

 Payroll preparation, insurance/benefits packages for approx. 80 employees monthly

 Internet advertising, posting employment Listings available

 Data entry, spreadsheets, testing applicants, data entry, multi-line phone system, correspondence

and report preparation

 Research/troubleshooting, reference checks and filing according to reference

 General office duties such as inventory and filing

Coldwell Banker Carroll & Kasey, Realtors, Asheville, N.C. 2000

Receptionist, Administrative Assistant

 Receptionist and assistant to approx. 60 realtors, Broker In Charge/Owner, and commercial real estate broker

 Assistant To MLS coordinator, responsible for lock box inventory and ledger

 Designing highlight sheets, open house flyers, realtor bio’s, and announcement sheets

 Data entry, MLS entry, correspondence preparation, distributed mail, provided computer assistance

 Scheduling, Responsible for floor agent roster, trained and recommended replacement

Sherwin Williams, Asheville, N.C. 1999-2000

Interior Designer/Sales Representative

 Increased wall covering department sales within the first two weeks of employment

 Expert in wall covering/decorative products, window treatments and necessary project tools

 Levelor window treatments certified to further increase department productivity

 Wall covering inventory/library, warehouse organization and records

 Buyer for wall covering sample books, wall covering, gallery displays and general product based upon sales records

of local area's style preferences

 Designed gallery and displays

 Furthered sales market from color consultations/home consultations to include new construction design/model home

design through cold calling and established accounts

Centura Bank, Asheville, N.C. 1997

Money Management Associate (Teller)

 Product sales (2 time winning team In sales at local branch) credit lines, credit cards, mortgage/auto loans

 Processed cash, check and credit transactions, travelers checks, cashier's checks, loan payments, commercial/ customer

check orders, research/resolution, stop payments, batching daily work, balancing, and general customer service

(Position Held Again In 1998-1999)

References happily provided upon request

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