Oak Harbor, WA
I have extensive experience in office administration and client service. I am honest, friendly and outgoing. I can effectively run the front office, while making sure that each client feels comfortable and gets the personal attention that they would expect while visiting your office.
August 1996 to February 2011
I was executive secretary (Corporate) for a premier financial planning firm for 15 years until corporate positions were taken over by family members of my employer. I was responsible for incoming/outgoing mail, deposits, phones, I operated and maintained all office equipment, set and maintained schedules for all reps, met with clients, customer service, client account servicing (including making trades and distributions for clients), calculated and distributed client required minimum distributions (RMDs), office supply orders, end of year client account reporting, data entry, and co-planning and participating in client events, and made sure that Financial Plan was a great place to visit.
January 1996 to July 1996
I inventoried and input data in regards to all records of real estate transactions and properties, and inventoried and recorded and input data for all archived files as well. I was also part of a team who implemented a new record management system.
Front Office Staff
August 1993 to August 1995
I worked the front desk and back office answering phones, assisted in the dining room during resident meals, tallied employee time cards, monthly resident summaries, billing and receiving, bank deposits, and resident events and safety.
Certificate in Business and Office Technology
January 1995 to January 1996
High School Diploma
January 1973 to January 1977