To obtain a position as an Administrative Assistant utilizing exceptional organizational and communication skills to
make a positive contribution to the organization. Quality-focused and committed to approaching administrative tasks
with tenacity and attention to detail.
Skills
Decision-making and judgment.
Accurate and detailed
Pleasant demeanor
Filing and data archiving
Driven
Excellent administrative, time management and organization skills
Take ownership of assigned tasks
Ability to work with minimum supervision
Results Oriented
Work History
Financial Adviser Assistant, 2016 to 07/2016 Img – Bradenton, ,
Maintained computer and physical filing of clients' statements and correspondence.
Received, screened and routed incoming calls.
Coordinated special projects and managed schedules.
Composed and drafted all outgoing correspondence mail and couriers.
Ordered office supplies, books in advance or office clients.
Managing special projects and events.
Open and sort incoming mail and couriers.
Keep the office clean and orderly.
Ensure office equipment (printer, phones, computer) function properly.
Assist the President with personal errands and organization.
Help organize client events and arrange for client gifts.
Organized client files and kept a professional schedule organized.
Receptionist, 11/2015 to 2016 Tiffany & Co. – Santa Clara, CA,
Handled all customer relations issues in a gracious manner and in accordance with company policies.
Welcomed customers into the store and helped them locate items.
Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
Fostered a positive work environment by consistently treating all employees and customers with respect and
consideration.
Answered customer telephone calls promptly and in an appropriate manner.
Ambassador, 08/2014 to 2016 City Of San Antonio, Tx – , ,
Independent contractor for Plexus Worldwide.
Independent contractor, 07/2007 to 11/2011 Highpoint Insurance Company – City, STATE,
Responsible for maintaining personal service and quality levels of the centralized mail and indexing function to
ensure service levels are met within the admin department.
Met the needs of agents, insurers, and internal customer service within certain departments.
Reviewed all scanned incoming mail by insurers and agents.
Created tasks for correspondent from insurers or agents for the underwriters.
Created tasks for underwriters for NBS.
Successfully completed the Dwelling Fire Protection Class Project in three months which consisted of reviewing
4,400 Dwelling Fire Policies to verify that they had an accurate protection class assignment.
Administrative Associate, 07/2001 to 07/2007 Highpoint Insurance Company – City, STATE,
Primary handler for the daily distribution of the department\'s faxes.
Set up and follow up process on Auto and Home New Business Applications.
Acceptance of New Business Applications.
Prioritize incoming work.
Keyed New Business cash.
Managed the follow up process to ensure applications are received and sent to Underwriting in a timely manner.
Created note logs regarding the receipt of documents, cash, discrepancies and inspection issues.
Ordered MVR, ADD, and Clue reports necessary.
Keyed inspection letters as necessary.
Provided accurate daily receipt count for the Auto POS distribution.
Trained in Image Right.
Professional Development Successfully complete Microsoft Word in the Learning Connection.
Completed a training session for Outlook.
Participated in Civil Treatment Workshop.
Participated and completed Microsoft Excel 1, 2, 3 courses.
Legal Secretary/Legal Assistant, 2017 to Current I. Mark Cohen Law Group – City, STATE,
Transcribed legal documents and phone conversations.
Obtained signatures from attorney for legal documents.
Produced legal documents for mailing.
Screened potential bankruptcy clients.
Languages
Fluent in Spanish
Education
High School Diploma: , Expected in 1987 Elizabeth High School - Elizabeth, NJ GPA:
Microsoft Excel, Word, Outlook and PowerPoint certification training at Brookdale Community College
Fluent in Spanish
ACCOMPLISHMENTS
New Jersey Life Producer: , Expected in - , GPA:
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School Attended
Elizabeth High School
Job Titles Held:
Financial Adviser Assistant
Receptionist
Ambassador
Independent contractor
Administrative Associate
Legal Secretary/Legal Assistant
Degrees
High School Diploma
Microsoft Excel, Word, Outlook and PowerPoint certification training at Brookdale Community College
Fluent in Spanish
ACCOMPLISHMENTS
New Jersey Life Producer
