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Investor Services Specialist  Resume

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SUMMARY:

  • Diligent, detail - oriented, and knowledgeable of all office functions. Excellent written/oral communication skills to establish strong relationships, provide exceptional customer service and succeed within fast-paced environments.
  • Solid multi-tasking and time management skills, scheduling & travel booking. Ability to complete projects within time and budget constraints. Willing to work overtime if needed.
  • Superior typing/computer skills with proficiency in MS Word, Excel, Outlook, PowerPoint, Access; Troubleshooting, along with many other software applications.

PROFESSIONAL EXPERIENCE:

INVESTOR SERVICES SPECIALIST 

Confidential  

Responsibilities:

  • Assist ICMA-RC participants with account management questions regarding account access, investment selection, form selection and completion, disbursement confirmation, inservice withdrawal options, fund-to-fund transfers, allocation changes, fee explanation, benefit illustrations, PLUS Fund description, Premier Services and Guided Pathways
  • Assist ICMA-RC field representatives with account specific requests, facilitate smooth communication among the field, Information Technology, Investor Services associates and participants
  • Maintain an in-depth knowledge of products and services offered
  • Accounting, financial services, retirement plan record keeping

ADMINISTRATIVE 

Confidential

Responsibilities:
  • Data Entry
  • Scheduling & Shipping
  • Create Spreadsheets
  • Process PO's Process PO's
  • Perform office duties: Scan, copy, email, fax, file, make/receive calls  
  • Acquire signatures for valuable hardware/software sending & receiving
  • Update reports/Record keeping

APPAREL SUPERVISOR 

Confidential 

Responsibilities:
  • Delivered Sales, Oustanding Customer Experiences
  • Scheduling
  • Maintained Personal and Productivity Goals
  • Visual Merchandising
  • Perform office duties: Scan, copy, email, fax, file, make/receive calls  
  • Receive incoming shipments & assisting to unload trucks
  • Kept organization on sales floor & stockroom
  • Maintained an awareness of all product knowledge and current or upcoming products/trends

FOOTWEAR DEPARTMENT SUPERVISOR 

Confidential

Responsibilities:
  • In charge of footwear department
  • Scheduling
  • Received new shipments of footwear
  • Cashier
  • Maintained clean and organized stockroom

CLERK 

Confidential

Responsibilities:
  • Operate and monitor performance of automated mail processing equipment
  • Perform manual sorting of mail, collate, bundle, and transfer processed mail
  • Lift and carry parcels from one area to another for processing

ADMINISTRATIVE 

Confidential

Responsibilities:
  • Accounts Payable
  • Performed data entry and billing, expense reports
  • Record keeping
  • Helpdesk/Troubleshooting
  • Performed data entry and billing, expense reports
  • Document company financial data and acquire approval of six digit checks
  • Scan, copy, fax, file, make/receive calls

ADMINISTRATIVE 

Confidential

Responsibilities:
  • Facilitated communication between clerical staff by initiating conferences
  • Purchases office supplies
  • Helpdesk
  • Scheduling, Perform office duties
  • Assisted in mail room

DIPLOMATIC SHIPPING ADMIN 

Confidential

Responsibilities:
  • Provided administrative support to G.E.O
  • Maintained and filed confidential license plate information
  • Assign and distribute license plates to arriving government officials
  • Scheduling and greeting government officials; answered telephones
  • Performed data entry and create excel spreadsheets
  • Troubleshooting
  • Update reports/Record keeping
  • Scan, copy, fax, file, make/receive calls

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