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Brokerage Account Administrator Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Professional Summary

Seasoned customer service expert and administrator focused on business efficiency and operational improvements. A dedicated and decisive leader with a strategic and forward-thinking mindset. Bringing 3 to 5 years of progressive business experience in the professional customer service, banking and accounting field. In-depth knowledge of sales and account management looking to grow with a well known company.

Analytical and critical thinker with excellent judgment and expertise in a variety of softwares.

Friendly and proficient with a strong background working to accomplish customer needs when assisting with detailed records.

Skills
  • Documentation and reporting - 3 years
  • Office administration - 5 years
  • Expense reporting - 3 years
  • Budgeting - 3 years
  • Accounts payable / accounts receivable - 4 years
  • Bookkeeping - 4 years
  • Data entry - 3 years
  • Credit card operations - 3 years
  • Customer Service - 5 years
  • Banking - 2 years
  • Accounting - 4 years
  • Data analysis - 2 years
  • Budgeting and finance - 3 years
  • Account management - 3 years
  • Proficient in Microsoft Word, Excel, Outlook, Publisher, Powerpoint, Quickbooks, DocuSign, DotLoop and AccountEdge
Work History
Brokerage Account Administrator, 03/2017 to Current
Collins AerospaceDecorah, IA,
  • Managed accounts payable
  • Managed accounts receivable
  • Managed commission account
  • Managed credit card authorizations
  • Managed escrow account
  • Oversaw all cash handled transactions
  • Managed incentives account
  • Managed monthly bill collections
  • Verified data integrity and accuracy
  • Copied, logged and scanned supporting documentation and placed all information in client files
  • Obtained documents, clearances, certificates and approvals from local, state and federal agencies
  • Researched and updated all required materials needed for firm and partners
  • Entered details such as payments, account information and call logs into account edge system
  • Produced ad hoc financial reports and documents for weekly meetings.
  • Answered average of 30 calls, emails and faxes per day.
  • Analyzed departmental documents for appropriate distribution and filing
  • Oversaw budget and tracked expenses against.
  • Streamlined processes to maximize operational efficiency
  • Improved information collection and recordkeeping accuracy by creating, updating and managing customer communication.
  • Kept financial records accurate, current and compliant by monitoring records and addressing variances
  • Managed bi-weekly payroll for over 5 employees, as well as insurance matters, workman's compensation and compliance reporting
  • Utilized proven problem-solving methods in accordance with company policy to enhance client satisfaction
  • Reduced recordkeeping errors by efficiently and precisely handling all financial transactions, journal entries and accounts payable and receivable activities
Senior Customer Service Coordinator, 02/2017 to 01/2019
Banana RepublicCity, STATE,
  • Managed customers retail credit card inquires and purchases.
  • Managed sales plans to increase market share, customer base and revenue
  • Trained new sales personnel on company policies, customer acquisition strategies and successful sales techniques
  • Met or exceeded sales objectives on consistent basis to drive company growth
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices
  • Trained 3 new sales associates each quarter
  • Contributed to team success by exceeding team sales goals by 40%
  • Answered product questions with up-to-date knowledge of sales and store promotions
  • Mentored new sales associates to contribute to the store’s positive culture
  • Maintained established merchandising standards, including window, sales floor and promotional displays
  • Worked with the management team to implement the proper division of responsibilities
  • Supervised and directed all merchandise and shipment processing
  • Communicated accurate information about promotions, customer programs and products, providing exceptional customer service and driving retention
  • Completed all point of sale opening and closing procedures, including counting the contents of the cash register
  • Cleaned and organized the store, including the checkout desk and displays
  • Operated a cash register for cash, check and credit card transactions
  • Contacted other store locations to determine merchandise availability
  • Educated customers about the brand to incite excitement about the company’s mission and values
  • Assisted customers with prompt and polite support in-person and via telephone
  • Built relationships with customers to increase likelihood of repeat business
  • Handled all customer relations issues in a gracious manner and in accordance with company policies
  • Answered customer telephone calls promptly and in an appropriate manner
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction
  • Recognized and rewarded outstanding work performance to cultivate a positive and collaborative customer service culture
  • Priced merchandise, stocked shelves and took inventory of supplies
Customer Service Administrator, 01/2016 to 04/2017
Omni Tax CompanyCity, STATE,
  • Managed direct deposit
  • Managed credit card payments
  • Managed accounts receivable
  • Managed accounts payable
  • Copied, logged and scanned supporting documentation and placed all information in client files.
  • Entered details such as payments, account information and call logs into data system.
  • Supported Chief Operating Officer with daily operational functions.
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Performed initial client assessment and analysis to begin research process.
  • Analyzed departmental documents for appropriate distribution and filing.
  • Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
  • Verified data integrity and accuracy.
  • Researched and updated all required materials needed for firm and partners.
  • Answered average of 25 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing new product information.
Education
High School Diploma: , Expected in 05/2013
Jefferson Christian Academy - Irondale, AL,
GPA:
Bachelor of Arts: Bachelor of Arts And Sciences, Expected in 12/2018
Jacksonville State University - Jacksonville, AL
GPA:
MBA: Business Administration And Management, Expected in 05/2020
Jacksonville State University - Jacksonville, AL
GPA:

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Resume Overview

School Attended
  • Jefferson Christian Academy
  • Jacksonville State University
  • Jacksonville State University
Job Titles Held:
  • Brokerage Account Administrator
  • Senior Customer Service Coordinator
  • Customer Service Administrator
Degrees
  • High School Diploma
  • Bachelor of Arts
  • MBA