Office Administration: Work together as a team with the financial advisor by creating new clients, serve existing clients and run an efficient branch office. Organize and maintain the financial advisor's schedule. Management of phone calls and walk-in clients. Order supplies and process expenses.
Client Service: Provide prompt, professional, knowledgeable and courteous member service. Contact clients to set or confirm appointments. Prepare reports and materials for client appointments. Update prospective client and client records.
Account Processing: Open, close and transfer accounts. Process trade and other transactions. Process retirement and estate accounts.
Business Development: Mailings for marketing. Follow up with prospective clients and clients. Implement client seminars.
Call Center Representative: Answer customer telephone calls regarding existing accounts. Consult with customers to evaluate needs. Make requested account changes or transactions. Open all types of new accounts. Originate consumer loan requests and process approved loan applications.
Print, organize and mail high volume of correspondence.
Help support a team of adjudicators with their daily needs by mailing requests for medical records and then copying medical records once they have been received.
Companies Worked For:
Job Titles Held:
Where can I find a Self-employed HOUSEWIFE resume example in Lacey, Washington ?
This is an actual resume example of a HOUSEWIFE who works in the Office Assistants Industry. LiveCareer has 151597 Office Assistants resumes in its database. LiveCareer’s Resume Directory contains real resumes created by subscribers using LiveCareer’s Resume Builder.
© 2019, Bold Limited. All rights reserved.