(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Detailed oriented, strong sense of logic, analytical, skilled in client relation, interpersonal development & communication, and team building
  • Research (gathering and analyzing facts), critical thinker, and investigative skills
  • Strong ability to take initiative, work independently, and with others while identifying areas for improvement and ways to implement to increase productivity and efficiency
  • Effective case and client management skills, data entry, and application/forms submissions
  • Skilled in Microsoft Office Suite, QuickBooks, LawLogix, Smart Office, Lotus Notes, Sage Software
  • Very familiar with USCIS and EOIR immigration process, evidence packages, and forms
Pepperdine University, Graziadio School of Business and Management Los Angeles, CA Expected in April 2015 Bachelor of Science : Management - GPA : Management
, Expected in Organizational Behavior, Managing Diversity, Advance La Employment Law/ADR/SOX compliance, Business Strategy and Business Ethics, International Business, Managing Organizations : - GPA :
Los Angeles Valley College Valley Glen, CA Expected in December 2012 Transfer Degree : Business Administration - GPA : Business Administration
Phoenix Home Care - Provisional Administrative Secretary
Clinton, MI, 11/2015 - Present
  • Manage the Academic Office and perform clerical and administrative assistance to the Vice President; Act as a liaison between the administrator and her subordinates.
  • Screen telephone calls, visitors, and incoming correspondence; Reviews outgoing documents and correspondence for internal consistency and conformance with established procedures.
  • Personally responds or directs inquiries to appropriate staff.
  • Collects information from files and/or staff assigned to the organizational unit and prepares routine inquiries and periodic reports; Process faculty evaluations, K-12 student applications Prepares and signs routine, non-technical correspondence and documents as directed by the administrator.
  • Acts on behalf of the administrator, on designated matters, based on knowledge of the organizational unit and goals and objectives of the administrator.
  • Schedules appointments and maintains the administrator's calendar.
  • Makes facilities, accommodation, and travel arrangements for business meetings and conferences.
  • Attends meetings; records and prepares minutes or summaries of proceedings.
  • Anticipates and compiles materials needed by the administrator for conferences, correspondence, meetings, and telephone calls.
  • Establishes and maintains office files.
  • Requisitions supplies, printing, maintenance, or other services for the office.
Aristotle Capital Management, Llc - Administrative Office Assistant
Los Angeles, CA, 07/2015 - 10/2015
  • Performed administrative and office support activities for multiple supervisors Managed office supply inventory, setup for office meetings, prepared purchase orders, reorganized files Created spreadsheets to reorganize and compiled office procedures, instructions, and office directory Managed billing and various reports for the accounting department.
  • Task included: billing, review expense reports; confirmed uploads, imported data into spreadsheets, spreadsheets merging and clean-ups, data entry, reviewed billing submissions from 6 different offices around U.S.
  • for accuracy Secretary duties: answer phones, respond to email inquiries, distribute mail, receiving and directing visitors.
Mutual Of Omaha - Agency Business Administrator
City, STATE, 11/2013 - 10/2014
  • Supported the district office with daily operational and administrative functions of seven offices in California Advised upper management of agent pay status and related issues of over 100 agents Liaison between Sales agent and corporate office Performed administrative and marketing support activities for multiple District Sales Managers Supervised agency's pending application submissions post issue requirements, and deadlines for all offices Responded to inquiries from policyholders, producers, administrators, claimants, and customers.
  • Recommended and implemented new systems, office procedures, and/or operating practices to increase productivity and efficiency.
  • Improved daily tasks by eliminating and/or changing steps.
MetLife Of Southern California - Executive Assistant
City, STATE, 02/2009 - 11/2013
  • Assisted top executives & financial planners in maintaining their multi-billion-dollar book of business and in reaching Qtr.
  • Gross Dealer.
  • Concession goals qualifying them for Leaders and Platinum Conference members.
  • Reviewed all new business applications to ensure completeness and accuracy.
  • Created and maintained client's files according to compliances regulations (filing and organization).
  • Reviewed and revised sales materials, such as personal brochures, personal websites, and special greetings.
  • Provided extensive customer service including completion of policyholder service requests.
  • Administered client/marketing database and utilized customer segmentation tools to strategize marketing campaigns to engage current client base and convert prospective clients.
  • Processed and distributed periodic reviews and statements for current clients to discuss new portfolio options Documented preparation for meetings such as Investment Tracker and Morning Star reports.
  • Other Administrative tasks: mailing, calendar/scheduling, processed payments, third parties follow ups.
Bilingual in Spanish and conversational Portuguese.
Academic, accounting, Administrative, administrative functions, ADR, Schedules appointments, agency, billing, book, brochures, Business Strategy, clerical, interpersonal, conferences, client management, client, clients, customer service, data entry, database, directing, email, expense reports, filing, financial, forms, International Business, team building, Law, legal, logic, Lotus Notes, mailing, Managing, marketing, materials, meetings, mail, Microsoft Office Suite, Office, Organizational, Platinum, Portuguese, QuickBooks, receiving, Research, Sage, Sales, SOX compliance, scheduling, Spanish, spreadsheets, supply inventory, answer phones, telephone, travel arrangements, websites

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy


Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score
could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


resume Strength

  • Length
  • Personalization
  • Target Job

Resume Overview

School Attended

  • Pepperdine University, Graziadio School of Business and Management
  • Los Angeles Valley College Valley

Job Titles Held:

  • Provisional Administrative Secretary
  • Administrative Office Assistant
  • Agency Business Administrator
  • Executive Assistant


  • Bachelor of Science
  • Organizational Behavior, Managing Diversity, Advance La Employment Law/ADR/SOX compliance, Business Strategy and Business Ethics, International Business, Managing Organizations
  • Transfer Degree

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in: