Candidate Information Name Available: Register for Free Title Administrative/Clerical Target Location US-OH-North Olmsted Email Available with paid plan Phone Available with paid plan

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Candidate's Name
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Administrative Professional

Over 20 years of administrative office experience with detailed knowledge of corporate environments.

Administration: Provide exceptional administrative support to peers and management. Outstanding communication and interpersonal skills; continuously project a highly professional image.

Customer Service: Serve as initial point of contact for customers. Efficiently schedule appointments and promptly respond to inquiries via e-mail and telephone. Accurately process customer payments.

Technical Skills: Adept with Microsoft Office (Word, Excel, and Outlook). Transcription. Capable of managing complex, multiline telephone systems and can type 90 words per minute with superior accuracy.

Professional Experience

MetLife Premier Group of Ohio, Westlake, Ohio October 2015   May 2016
Part-Time Personal Assistant to Financial Representative

Serviced existing and potential clients
Maintained records
Entered data
Provided administrative support
Monitored day-to-day workflow of financial representatives business

Temporary Assignments 2009-2013

New York Life Insurance Company, Seven Hills, Ohio May 2007- February 2008
Administrative Assistant

Managed all administrative functions for financial advisor
Streamlined office procedures resulting in more efficient and organized office operations
Coordinated meetings, workshops, and seminars
Purchased and maintained office supplies
Managed client information including death claims, life and annuity applications
Cultivated and maintained superior client relationship
Prepared expense report

Candidate's Name  Page Two

H & R Block, Middleburg Heights, Ohio January 2003- April 2007
Client Service Coordinator (Tax Season Only)

Welcomed guests and identifying clients need while maintaining business-like atmosphere
Used H & R Block system to schedule and confirm appointments, and check in clients
Effectively managed client flow in tax office
Managed administrative functions for tax professionals
Performed client follow up regarding refund checks and tax related documents
Received cash, check and credit card payments for tax services

Northwestern Mutual Financial Network, Cleveland, Ohio September 1994 - July 2003
Agency Assistant

Produced letters, memos, and case notes
Served as backup receptionist insuring that all visitors are taken care of promptly
Assisted in preparation of training manuals for new financial representatives
Prepared weekly and monthly production reports in Excel with 100% accuracy
Coordinated customer service inquiries in a timely manner
Compiled marketing materials for initial client appointments
Assisted in data entry of life, disability, and annuity applications utilizing company software
Processed death claims

Certifications/Awards

Received Employee of the Year Award in 1999 and 2000 from Northwestern Mutual

Education

Southview High School
New Horizons Learning Center   Microsoft Excel
Polaris Vocational School   Word Processing, Human Relations in Business