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Cross Plains Technologies - First Line Supervisors Of Office And Administrative Support Workers Resume Example

James Miller
XXXXX XXXXXXXXX XXXXX, Groesbeck, TX 76687
Ph: XXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXX
Professional Summary

Seasoned Administrative Assistant with more than 23 years of experience in fast-paced client based financial services environment. Excellent verbal and client service skills. Track record of achieving exceptional results with many years of compliance and record keeping and assessing client needs and excellent communication skills.

Accomplished and energetic with a solid history of achievement in Inside Sales and payroll and year end tax preparation. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include Inside Sales , Accounts Receivable and Payable and experience working with Excel. 

Skills
  • Customer and Personal Service
  • Clerical
  • Active Listening
  • Reading Comprehension
  • Speaking
  • Time Management
  • Mathematics
  • Critical Thinking
  • Social Perceptiveness
  • Writing
  • Active Learning
  • English Language
  • Judgment and Decision Making
  • Service Orientation
  • Instructing
  • Management of Personnel Resources
  • Administration and Management
  • Education and Training
  • Personnel and Human Resources
Experience
First-Line Supervisors of Office and Administrative Support Workers Oct 2008Mar 2012 Cross Plains Technologies, LLP Allen, Tx Cross Plains Technologies, LLP is a company still owned by my husband. When I retired from Merrill Lynch I became actively involved in the daily operations management of incoming sales support, accounts receivable and payable, calculating all commission checks along with logging in all expense reports and cutting all checks to outside sales personnel.  I was also responsible for the year end tax reporting of 1099s to our outside sales personnel. 
In order to log all receivables and payable along with the commissions paid, I utilized Micro-Soft Excel. 
Sales Assistant Aug 1995Oct 2008 Merrill Lynch Dallas , Tx As a Sales Assistant at Merrill Lynch's Dallas Galleria office, I handled the clients of four top Financial Advisors and several Advisors in training.  
  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
  • Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
  • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
  • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
  • Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
  • Complete forms in accordance with company procedures.
  • Maintain scheduling and event calendars.
  • Schedule and confirm appointments for clients, customers, or supervisors.
  • Make copies of correspondence or other printed material.
  • Locate and attach appropriate files to incoming correspondence requiring replies.
  • Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
  • Coordinate conferences, meetings, or special events, such as luncheons or graduation ceremonies.
  • Compose, type, and distribute meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports.
  • Arrange conference, meeting, or travel reservations for office personnel.
  • Open, read, route, and distribute incoming mail or other materials and answer routine letters.
  • Provide services to customers, such as order placement or account information.
  • Conduct searches to find needed information, using such sources as the Internet.
  • Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
  • Prepare and mail checks.
  • Manage projects or contribute to committee or team work.
  • Mail newsletters, promotional material, or other information.
  • Learn to operate new office technologies as they are developed and implemented.
  • Supervise other clerical staff and provide training and orientation to new staff.
Senior Branch Office Administrator Jun 1987Aug 1995 Edward Jones Financial Georgetown, Tx During my time at Edward Jones, I was made a Limited Partner with the firm. I managed the client accounts of two financial advisors as well as training new financial advisors. 
  • Use computers for various applications, such as database management or word processing.
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
  • Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
  • Create, maintain, and enter information into databases.
  • Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
  • Complete forms in accordance with company procedures.
  • Maintain scheduling and event calendars.
  • Schedule and confirm appointments for clients, customers, or supervisors.
  • Make copies of correspondence or other printed material.
  • Locate and attach appropriate files to incoming correspondence requiring replies.
  • Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
  • Coordinate conferences, meetings, or special events, such as luncheons or graduation ceremonies.
  • Arrange conference, meeting, or travel reservations for office personnel.
  • Provide services to customers, such as order placement or account information.
  • Manage projects or contribute to committee or team work.
  • Mail newsletters, promotional material, or other information.
  • Order and dispense supplies.
Education
Real Estate Certifications Jan 1984 Austin Community College Austin , Tx
Business Adminstration Jun 1968 Sam Houston State University Huntsville, Tx
High School Diploma Jun 1965 Milby High School Houston, Tx
Community Service
District Vice President of United Methodist Women 1983
Garden Club Groesbeck Texas current 
Book Club organizer current 
Volunteer with United Methodist Church Amigos Project 
Dallas Texas 2008
Affiliations
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Resume Details

This is a real resume for a First Line Supervisors of Office and Administrative Support Workers in Groesbeck, Texas with experience working for such companies as Cross Plains Technologies, Llp, Merrill Lynch. This is one of the hundreds of First Line Supervisors of Office and Administrative Support Workers resumes available on our site for free. Use these resumes as templates to get help creating the best First Line Supervisors of Office and Administrative Support Workers resume.

Previous Companies:

  • Cross Plains Technologies
  • LLP
  • Merrill Lynch

Previous Job Positions:

  • First Line Supervisors of Office and Administrative Support Workers
  • Sales Assistant
  • Senior Branch Office Administrator

Schools:

  • Austin Community College
  • Sam Houston State University
  • Milby High School

Level of Education:

  • High School Diploma

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