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Financial Proxy Representative Resume Example

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FINANCIAL PROXY REPRESENTATIVE
Summary
Customer Service Representative Dedicated and technically skilled Customer Service Representative with versatile administrative and office support skills developed through experience in call center and corporate office settings. Resolves daily challenges with sensible solutions to improve and increase efficiency. Offers good computer skills in Microsoft Office and working knowledge of Adobe Acrobat.
Skills
  • Office Management Report & Document Preparation Accounts Receivable Database Management Records Management Customer Service Payroll Coordination 
  • Meeting & Event Planning Time Management Benefits Coordination Inventory Management Accounts Payable
Experience
Financial Proxy Representative07/2015 to 01/2016Alliance AdvisorsBloomfield, NJ
  • Responsible for handling scripted outbound calls with the possibility of data entry in forms received from the shareholders regarding upcoming special shareholder's meetings.
  • Made high volumes of calls with scripts that were provided and used a predictive dialer.
  • Kept records of customer interactions.
  • Recorded details of inquiries, complaints or comments as well as actions taken.
  • Used a computer system to track, gather information, and or troubleshoot the items raised by the customer.
  • Achieved productivity standards and goals set by the company while maintaining high levels of customer service, educating the customer of the importance of their participation in the Shareholder's meetings.
  • Matched the tone and pace of the call recipient in a calm diplomatic matter while maintaining a high level of customer service for every call.
  • Worked in a team environment to educate new employees and produce better call results.
  • Worked past objections and answered customer's questions with provided scripts.
Office Manager05/2010 to 03/2014MetaOption LLCJersey City, NJ
  • Processed all payroll functions including commissions, received and verified expense reports, bonuses and corporate taxes.
  • Processed checks for bank deposits and payments.
  • Maintained petty cash, credit cards and receipts.
  • Conducted first telephone interviews and reviews of resumes for new candidates of sales and engineering positions.
  • Assisted with staffing needs by posting positions using several online search engines.
  • Assisted in coordinating employee benefits by reviewing health care benefit options, verifying vacation, sick leave and creating a holiday list.
  • Reviewed employee and corporate legal documents for CEO, and employees who transferred from Asia.
  • Reported weekly tracking of all employee timesheets.
  • Coordinated meetings of vendors, potential clients, and service providers with staff.
  • Made domestic and international travel arrangements for the CEO.
  • Purchased office equipment, devices and supplies used for various software testing in the US and India.
  • Provided office support by creating and maintaining files, operating office equipment and answering the phone.
  • Processed incoming and outgoing mail and packages both domestic and international.
  • Assisted CEO managing by managing all utility account payments, updated all lease agreements, legal and business documents.
  • Maintained system databases daily to assist Account Managers of payments received and payments owed for completed projects, vendor payments through checks, credit card or cash.
  • Provided customer care and sales support for the sales management team by answering inquiries about development products.
  • Conducted demonstrations online and in person with potential clients.
Donor Service Representative10/2008 to 04/2010The Blood Center of New JerseyEast Orange, NJ
  • Placed 50-75 outbound calls per evening to existing and new donors throughout New Jersey to influence them to donate blood platelets and plasma by appointment.
  • Responsible for maintaining existing donors records of contact information by entering it into the internal system weekly.
  • Contributed to team effort by achieving 20-30 donor appointments weekly and giving information on drives.
  • Placed all new appointments into the computer during each shift.
Administrative Assistant01/2005 to 12/2008United Moving SystemsNJ
  • Performed data entry for spreadsheets, assisted in correspondence and email.
  • Provided general office support through operating office equipment.
  • processing incoming and outgoing mail and updating files.
  • Provided customer service and support to new and existing clients by answering questions and responding to requests for pricing quotes.
  • Solicited to new clients by placing outbound calls to businesses in the tri state area.
  • Assisted Owner with payroll by collecting all hourly wage data daily and submitted it to the payroll coordinator.
  • Assisted the owner with research and legal documents.
  • Purchased office supplies.
  • Maintained records of petty cash and invoices.
Dispatcher09/1998 to 11/2004Newark Auto Cab and Limousine ServiceNewark, NJ
  • Received transportation service calls throughout Essex County daily.
  • Used radios to distribute fares to drivers.
  • Maintained all records of service schedules and locations.
  • Assisted in training new employees of the company's service and communication systems.
  • Scheduled maintenance for vehicles and the office.
  • Provided schedules weekly for drivers and dispatcher staff.
Education and Training
Diploma1997New Jersey High School
Mother Seton Regional High SchoolNJ
Skills
Accounts Payable, Accounts Receivable, Benefits, credit, clients, Customer Service, customer care, data entry, databases, Database Management, drivers, email, Event Planning, expense reports, forms, general office, Inventory Management, legal, legal documents, managing, meetings, mail, office, office equipment, Office Management, search engines, Payroll, pricing, maintaining files, updating files, research, sales and engineering, sales management, sales support, scripts, software testing, spreadsheets, staffing, taxes, telephone, phone, Time Management, transportation, travel arrangements, troubleshoot
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Resume Overview

Companies Worked For:

  • Alliance Advisors
  • MetaOption LLC
  • The Blood Center of New Jersey
  • United Moving Systems
  • Newark Auto Cab and Limousine Service

School Attended

  • New Jersey High School
  • Mother Seton Regional High School

Job Titles Held:

  • Financial Proxy Representative
  • Office Manager
  • Donor Service Representative
  • Administrative Assistant
  • Dispatcher

Degrees

  • Diploma 1997

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