Counsellor Resume Example
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COUNSELLOR
Summary
I am offering over 20 years of transferable experience, including working as a delegate at the United Nations, and within the financial field in the areas of investments, insurance, brokerage and annuities. My well rounded professional skills are an asset for any organization.
Highlights
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Experience
Transamerica Life Insurance CompanyHouston , TXCounsellor09/2011 to Current
- Drafting of statements.
- Attending bilateral meetings and presenting to States the foreign policy of the Government.
- Participating in negotiations for the defense and enhancement of the economic, environmental, political and social interests of the country.
- Providing written and oral reports to the Ambassador and Ministry of Foreign Affairs.
First National Bank TexasWeatherford , TXService Representative02/2010 to 10/2011
- Explained the Medicare process to beneficiaries.
- Provided information on general Medicare eligibility.
- Provided information on Medicare Advantage and Medigap plans.
- Provided general claims information.
- Enrolled beneficiaries in Medicare Prescription Drug Plans.
First National Bank TexasWest Orange , TXRegistered Financial Service Representative02/2010 to 08/2009
- Performed fund and account transfers.
- Responded to, researched and resolved client inquiries.
- Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
Larson Design Group IncMorgantown , WVFinancial Service Representative04/2009 to 08/2009
- Maintained client's account.
- Responded to, researched and resolved client inquiries.
- Provided operational instructions to brokers.
E-TRADECity , STATEFINANCIAL Service Representative06/2008 to 10/2008
- Maintained client's account.
- Responded to, researched and resolved client inquiries.
- Opened new customer accounts, including checking, savings and brokerage.
- Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
Genworth FinancialCity , STATEANNUITY NEW ACCOUNTS CASE MANAGER11/2005 to 11/2007
- Processed new applications and accounts that were in good order within cycle-time and accuracy standards.
- Assisted advisors with timely, complete, knowledgeable and responsive communications regarding work that is not in good order, and assisted the advisors in resolving open issues.
- Handled new accounts from Initial Work Review to account set-up and funding, including non-acat transfers.
MACERICH COMPANYCity , STATEAdministrative Assistant10/2003 to 11/2005
- Responsible for clerical duties which consisted of typing, filing and handling incoming/outgoing correspondence, and answering the telephone.
- Responded to tenant's requests for repairs and complaints.
- Assisted guests in resolving any complaints and requests.
GE FinancialCity , STATEANNUITY SERVICE REPRESENTATIVE02/2002 to 10/2003
- Performed necessary research to resolve customer inquiries.
- Built and maintained relationships with both internal and external clients.
- Special processing tasks: received and processed fund allocation transfers and service requests.
- Answered incoming calls from all distribution channels and policy owners concerning our products, policies and procedures.
- Account maintenance.
Merrill LynchCity , STATEINVESTOR REPRESENTATIVE01/1997 to 01/2002
- Responded to client/prospect Internet and telephone inquiries regarding Merrill Lynch products in a fast paced call center.
- Responsible for processing of service requests from clients.
- Assisted invitees on process and FAQ's of the Reserved Share and Initial Public Offerings.
- Trained new and temporary employees.
- Assumed responsibilities in the absence of the Supervisor.
- Responsible for responding to fulfillment requests and questions on the Askml.com web site.
- Maintained daily fulfillment testing of outside vendor.
- Generated and analyzed daily and weekly reports using Excel and Crystal Reports.
Education
MA:English2016Northern Arizona University, City, State, USA
BS:PSYCHOLOGY1996VIRGINIA COMMONWEALTH UNIVERSITY, City, State, USA
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Resume Overview
School Attended
- Northern Arizona University
- VIRGINIA COMMONWEALTH UNIVERSITY
Job Titles Held:
- Counsellor
- Service Representative
- Registered Financial Service Representative
- Financial Service Representative
- FINANCIAL Service Representative
- ANNUITY NEW ACCOUNTS CASE MANAGER
- Administrative Assistant
- ANNUITY SERVICE REPRESENTATIVE
- INVESTOR REPRESENTATIVE
Degrees
- MA : English 2016
BS : PSYCHOLOGY 1996
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