Position Desired: Administrative Assistant

Cover Letter:
**** ****

6910 Fountain Lilly Dr. . Humble, TX 77346 . (***) ***-**** . ****@*****.***

SUMMARY

Reliable, competent and hard-working, Executive Assistant with outstanding telephone, scheduling, documentation skills and exceptional customer service skills.

Skills

Appointment setting Accurate and detailed
Articulate and well-spoken Customer service-oriented
Excellent communication skills Excellent planner and coordinator
Flexible Invoice processing
Multi-line phone proficiency Professional phone etiquette
Pleasant demeanor

PROFESSIONAL EXPERIENCE

Southwest Securities, Inc. Houston, TX 07/2007-Present
Sales Assistant/Receptionist

• Assisted four financial advisors with their clientele which included typing letters, filing, making copies, making simple spreadsheets on Excel, mailing forms and information to clients, and answering questions.
• Helped to resolve any client issues.
• Greeting clients at the front desk, answered multi phone line, assisted clients to right financial advisor or department within Southwest Securities, Inc.
• Processed all incoming checks for deposit.
• Processed incoming and outgoing client request.
• Scheduled all wholesalers' luncheon and meeting for the office.
• Ordered all meals for office luncheon and meetings.
• Ordered all office and coffee supplies.
• Reviewed files, records and other documents to obtain information and respond to requests.

UBS Financial Services, Houston, TX 04/2003-07/2007
Branch Service Associate

• Assisted two financial advisors with their clientele which included typing letters, filing, making copies, making simple spreadsheets on Excel, mailing forms and information to clients, and answering questions.
• Helped to resolve any client issues.
• Greeting clients at the front desk, answered multi phone line, assisted clients to right financial advisor or department within UBS Financial Services.
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