Customer Service Administrative Assistant
Resume:
Kelsey England
Orlando, FL **812
PERSONAL PROFILE:
The majority of my academic studies have been self-financed by earned
scholarships. As a recent graduate, my interests lie in a career path
with financial duties and responsibilities. I am energetic, and team
spirited with strong worth ethics and am able to fill numerous
financial and investment roles. I am creative, accurate, precise, and
highly ethical in all work-related assignments. I have comprehensive
experience in time-critical, fast-paced environments. I have practical
training in financial and investment areas. I am a fast learner with
high energy and a drive to exceed expectations.
EDUCATION:
Valencia Community College January 2007- April 2008
AA in Business Administration.
University of South Florida May 2008 - May 2010
Bachelors of Science Degree in Finance.
QUALIFICATIONS:
Speaking - I have great interpersonal communication. I am able to
communicate ideas to clients over the phone and in person. As part of
my current duties I speak directly with clients and their financial
companies to solve issues and follow up to ensure their trust in our
company.
Organization/Prioritization -I am willing and able to keep tabs on my
workflow (assignments) and monitor my progress to ensure deadlines are
met day in and week out, as well as making sure that responsibilities
are completed efficiently and effectively.
Initiative - I have taken the initiative for many tasks in my work
field. I enjoy knowing I have accomplished a duty that is beneficial
to my team, and that not only have I contributed to their ongoing
success, but I have contributed to mine as well.
Energy - I am always willing to give an extra effort to everything I
do. I feel as though my high energy level allows me to accomplish more
and it portrays good use of my time when tackling projects.
Work Preparation/Presentations - I am a huge asset to my work place by
helping accomplish great presentations for clients and their meetings
with our employers. I not only gather the material in an organized
fashion, but I highlight the important features that the client will
need to focus on during a review meeting with the Advisor.
PROFESSIONAL EXPERIENCE:
Omni Financial Services September 2008 - present
Tampa, FL
Financial Advisor Intern/Assistant - Assist a Financial
Representative/Agent/Advisor with setting client appointments for
existing clients and prospects. Work with current clients and new
clients to put insurance, investment, 401k, mutual fund policies, and
so forth in place. Prepare reviews for client meetings which includes
overviews of their existing policy, their investment information, and
asset allocations. Mail out Insurance policy information. Keep client
files organized. Assist clients in changing their policy by increasing
their death benefit, changing the ownership, changing the beneficiary,
surrendering policies, cashing out policies, taking a loan from a
policy, and many more related tasks.
Durek Enterprises October 2007 - May 2008
Orlando, FL
Administrative Assistant - Assisted CEO of the company with the online
eBay store. Maintained product line, organized files, fax, answer
phones, mail out packages, new product look up, assist in out of the
country needs.
-Skills: organization, prompt, friendly phone voice, customer service,
working on my own, start new projects, move toward a more efficient
work system.
REFERENCES:
Joe Durek 407-***-**** ext. 100
CEO - Durek Enterprises
Michael Orecchio 813-***-**** ext. 203
Financial Representative/Advisor
Donna Jarrett 407-***-****
Family Friend
Contact this candidate