- Exploring various forms of art, such as The Dali' Museum in St Petersburg, Florida, modern dance, and pottery, to nurture creativity and personal growth
Andrea Muzzillo
Administrative Assistant
Ocala,Florida
Summary
Client service professional with proven track record in enhancing client satisfaction and fostering strong relationships. Skilled in managing multiple priorities with humor and a smile. Upbeat and energetic in handling situations through resourcefulness and adaptability.
Known for leading collaborative teamwork, effective communication, and delivering results.
Immensely proud to have been working with others under the employment of Dale Cebert, Private Wealth Advisor, recognized as one of Barron's Top 1,200 Financial Advisors in 2024.
At Cebert Wealth, I was dedicated to caring for clients through friendly service and assisting in setting up tailored financial solutions offered by the Vice President (now retired) I supported.
I look forward to using my skills to contribute to a new organization focused on delivering the best care to their clients in any field.
Overview
23
23
years of professional experience
2
2
Certifications
Work History
Client Service Specialist
Cebert Wealth - Ameriprise Financial
04.2014 - 11.2025
- Investment and Retirement Solutions
- Assistant to Financial Advisor/Vice President – Chad Noble (recently retired).
- Provided customer service to over 300 households.
- Answered phones & managed client emails.
- Tracked and scheduled appointments to ensure clients were met with regularly.
- Processed client onboarding from initial meeting through accounts funded.
- Prepared new account and client service documents.
- Resolved client service requests.
- Created reports for client and/or the advisor.
- Provided investment information to the advisor including annuities, life insurance and long-term-care. Utilizing each company's website.
- Processed death claims.
- Assisted in maintaining licensing requirements for the advisor.
- Assisted in ensuring compliance with regulations.
- Met with clients regularly to assist with questions, changes, personal news and friendly exchanges over many years.
- Assisted in training new Client Service Specialists.
Administrative Assistant
Olson Financial Services
10.2002 - 04.2014
- Olson Financial Service provides financial management services for retirement, investment, estate, insurance, tax, and lifestyle.
- Provided administrative and operational support to Mr. Olson ranging from answering phones through assisting in maintaining compliance for his office and the offices of the advisors under his charge in Indiana & Michigan.
- Mr. Olson primarily serviced the 403(b) program for the Wawasee Community School Corporation in Syracuse, Indiana. I handled setting up new accounts, service requests, death claims, etc. I also handled marketing to the school employees.
Education
Continuing Education
Ivy Tech Community College
Fort Wayne, IN01-1999
High School Diploma -
Wayne High School
Fort Wayne, INSkills
Microsoft office suite
Customer relationship management
Investment knowledge – managed brokerage accounts, retail brokerage accounts, annuities, life insurance, disability insurance, long-term care insurance, 529 plans
Reporting requirements
Regulatory compliance
Performance tracking
CRM software expertise
Remote work capabilities
Organizational skills
Attention to detail
Problem-solving aptitude
Time management abilities
Team building
Teamwork and collaboration
Call center experience
Certification
- Securities Industry Essentials (SIE) FINRA
Interests
Timeline
Client Service Specialist
Cebert Wealth - Ameriprise Financial
04.2014 - 11.2025
Administrative Assistant
Olson Financial Services
10.2002 - 04.2014
Continuing Education
Ivy Tech Community College
High School Diploma -
Wayne High School