Counsellor resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
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
Superb writer and editor
Exceptional organizational skills
Analytical thinker
Creative problem solver
Deadline-oriented
Problem resolution
MS Office proficient
Strong work ethic
Experience
Counsellor, 08/2011 - Current Transamerica Life Insurance Company – Houston, TX,
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.
Service Representative, 01/2010 - 09/2011 First National Bank Texas – Weatherford, TX,
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.
Registered Financial Service Representative, 01/2010 - 07/2009 First National Bank Texas – West Orange, TX,
Performed fund and account transfers.
Responded to, researched and resolved client inquiries.
Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
Financial Service Representative, 03/2009 - 07/2009 Larson Design Group Inc – Morgantown, WV,
Maintained client's account.
Responded to, researched and resolved client inquiries.
Provided operational instructions to brokers.
FINANCIAL Service Representative, 05/2008 - 09/2008 E-TRADE – City, STATE,
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.
ANNUITY NEW ACCOUNTS CASE MANAGER, 10/2005 - 10/2007 Genworth Financial – City, STATE,
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.
Administrative Assistant, 09/2003 - 10/2005 MACERICH COMPANY – City, STATE,
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.
ANNUITY SERVICE REPRESENTATIVE, 01/2002 - 09/2003 GE Financial – City, STATE,
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.
INVESTOR REPRESENTATIVE, 1997 - 2002 Merrill Lynch – City, STATE,
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: English, Expected in 2016 - Northern Arizona University - Online, Arizona GPA:
BS: PSYCHOLOGY, Expected in 1996 - VIRGINIA COMMONWEALTH UNIVERSITY - Richmond, VA GPA:
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