Administrative Assistant - Secretary Admin. Assistant Receptionist Res
Administrative Assistant - Secretary Admin. Assistant Receptionist Res
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Administrative Assistant Resume


Desired Industry: Secretary/Admin. Assistant/Receptionist SpiderID: 59336
Desired Job Location: Cape Coral, Florida Date Posted: 4/10/2012
Type of Position: Full-Time Permanent Availability Date: immediately
Desired Wage: $30,000
U.S. Work Authorization: Yes
Job Level: Experienced with over 2 years experience Willing to Travel: Yes, 25-50%
Highest Degree Attained: High School/Equivalent Willing to Relocate: No


Objective:
More than 12 years working in account
administration and interdepartmental
operations. Recognized for delivering
excellent customer service. An
exceptional track record of success.
Areas of expertise include:


Proficiency in MS Word, Excel,
Outlook,
PowerPoint
Budgeting/Record Keeping
Office Management
Problem Solving
Bi-Lingual (English/Spanish)


Experience:
Employment Grace Tax
Advisory Group, FL
8/2011 11/2011
CLIENT SERVICE
ASSISTANT/CASE PREP
Prepared all documents (updated
account statements, illustrations, stock
reports, proposals and sales literature)
for prospect and client meetings.
Assisted clients with all
service requests (withdrawals,
beneficiary changes, renewals, death
claims, etc).
Maintained a client service
tracking system.
Conducted client review
meetings.
Find additional sales
opportunities in existing client files.
Worked with New Business team to
assist in processing all business.
Assisted Case Managers with
completing fixed, security and/or life
insurance applications. Complete special
projects accurately and in timely
manner.
Managed and specializes in Sales
force processes, procedure and report
features.


Ameriprise Financial, Fort Myers, FL
OFFICE MANAGER/ SALES ASSISTANT
6/2007 3/2010
Execute trade orders from
clients and financial advisors.
Assist financial advisors in
planning and implementing with marketing
strategies and seminar campaigns.
Responsible for maintaining
office supply inventory, submitting
accounts payable invoices for payment
processing.
Make budget conscious decisions,
while assuring that necessary materials
are stocked.
Order and maintain accurate
inventory and preparation of all office
supplies.
Responsible for handling all
branch office day-to-day operations.

Bank of America, Cape Coral, FL
PERSONAL BANKER
11/2004 12/2006
Establish, retain, and deepen
relationships with banking center
customers and potential customers to
achieve sales goals and provide quality
customer service.
Open deposit accounts, process
mortgage, home equity and car loan
applications, respond to customer
inquiries, resolve issues, recognize and
refer cross-sell opportunities.
Prospect investment
opportunities to refer as Series 6
Investment Services Representative to
assigned banking center financial
advisor.

Gold Coast Capital Management, Roslyn
Heights, NY
INVESTMENT SALES ASSISTANT
3/2003 8/2004
Supervision and management of
administrative staff.
Assisted financial advisor with
sales presentations.
Responsible for compliance of
SEC, NASD and Broker/Dealer firm
policies regarding trading activity,
sales practices and daily operations for
the branch office.
Accepted, executed and recorded
trade orders from clients.
Handled daily operations
including opening and servicing
accounts, processing annuity transfers,
generating account report and
maintaining office supply inventory.

Prudential Securities
12/1997 8/2002
REGISTERED SALES ASSISTANT, Woodbury, NY
7/2000 8/2002
Providing sales support and
assistance in maintaining strong
customer relations and communication
with internal personnel.
Researched and compiled data to
generate in-depth reports for executive
and client review.
Accepted and executed trade
order from clients.

Prudential Securities
MARKET SURVEILLANCE ANALYST, New York,
NY 5/1999 7/2000
Researched and analyzed account
statements and documents.
Involved in regulatory inquiries
and contacts with branch management and
financial advisors.
Monitored firm wide trading
activity for compliance to Securities
and Exchange Commissions regulations as
well as firm policies.
Prudential Securities
ASSISTANT TO OPTIONS DEPT , New York, NY
12/1997 5/1999
Coordinated registration
examinations for department employees.
Assisted Analysts with
coordinating, creating and maintaining
approved discretionary Options Accounts
for entire firm.
Reviewed and maintained
commodity and restricted accounts.
Updated regulatory and firm
policy manuals for department library
with current information.


Education:
Hodges University, Fort Myers, FL
Presenting
enrolled in undergraduate program majoring
in Management.


Affiliations:
n/a


Skills:
Proficiency in MS Word, Excel,
Outlook,
PowerPoint
Budgeting/Record Keeping
Office Management
Problem Solving
Bi-Lingual (English/Spanish)


Candidate Contact Information:
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