Office Manager Resume East Hampton, NY - Hire IT People

SUMMARY

I was employed by Confidential. I was first hired as a temp and accepted a permanent position in October as a sales assistant. I consequently studied and passed the series 7 and a series 63, series 66 and 31 to obtain the title of Sr. Registered Associate. I completed an in house course to obtain the title of Financial Planning Associate. This is an extensive course which can take a year to complete in understanding the various states of a client’s needs and how to best implement investment strategies to obtain them. This intensive course also included in depth study of the security analysis, risk management and goal setting for education and retirement planning.The various skills that I feel have contributed to my successful career are a professional phone manner and ability to problem solve. In a fast paced work day, it is also important to be able to prioritize tasks, multi - task and maintain confidentiality for both internal and external client and company information. It is also important to be able to communicate both written and verbally with clients and co-workers.

PROFESSIONAL EXPERIENCE

Confidential

Office Manager

Responsibilities:

Dunemere had four separate offices with approximately 40 full time associates. My various duties were general coordinating for organizational purposes between offices, licensing for associates, computer work, overseer of employees for office coverage and vacation schedules, maintenance of equipment and contracts and purchasing, review of insurance policies.

Confidential

Administrative Associate

Responsibilities:

My various duties included heavy phone duty and public contact, filing, maintenance of office documents and policy, general secretarial duties and maintaining a professional office atmosphere. When Allen M. Confidential decided to change their location in East Hampton, I was asked to start up and open the new office that consisted of two floors and approximately 22 associates. In addition to the regular duties, there was the initial start-up of the office, coordination of a new voice mail system and new computer software.

Confidential, East Hampton, NY

receptionist/secretary

Responsibilities:

My job description included handling of mail correspondence, telephone contact with people from a worldwide audience, workshop registration, typing transcription from tapes, general office work. As the school and registration grew, I was asked to create a position for Registrar for the Introductory workshops and the 4-year Certification program in Healing Science Training. In this position, I handled approximately a 500 student base in the 4 year program and over 1,000 yearly registrations in the Introductory workshops. I also screened applicants for the Introductory workshop processed the proper paperwork to insure an efficient registration process. In this capacity, I originated and maintained the data base for the Introductory workshops, full-time students, graduates program and student records in general.

receptionist/secretary

Confidential Southampton, NY.

Responsibilities:

My duties included heavy telephone and public contact, general office maintenance, computer work and typing leases. This was a temp agency in which I worked for various businesses doing general office work, filing and coordinating projects.

Confidential

sales assistant

Responsibilities:

My duties included general office duties, filing, heavy telephone and public contact.

Confidential

sales assistant

Responsibilities:

My duties included general office duties, filing, heavy telephone and public contact. I acquired my series 7 and also at that time was studying for the CFP program. Confidential was a leader in the field in regards to recognizing the importance of incorporating the whole financial package and not just the security investment for clients. I had a small client base for investments, mostly IRA and retirement planning. I acquired the series 6 & 63 and had a small client base for IRA planning.

secretary/bookkeeper

Confidential

Responsibilities:

This was a charitable non-profit organization and my duties included payroll, paying bills and maintaining correspondence for the Home. This is a charitable non-profit organization in which I worked part-time as head bookkeeper and later served as Treasurer and oversaw a part-time bookkeeping staff. As this was a non-profit organization, I was responsible for keeping track of incoming donations and expenses of their many fund-raising functions as well as the everyday financial operations. I also managed the cash flows from the thrift shops to the main account meet the expenses and payroll.

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Office Manager Resume

East Hampton, NY

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