During my years as an investment representative, I was responsible for client meetings and investment production.
Assisted clients with developing individualized investment plans.
Processed and submitted new account applications and investment order tickets.
Serviced existing client investment accounts and utilized specialized investment software for investment analysis.
Was also responsible for all administrative duties listed below.
ADMINISTRATIVE ASSISTANT
CREDIT UNION WEST/FINANCIAL NETWORK
01.1997 - 01.2006
During my years as an administrative assistant, I implemented the internal training programs for the credit union employees to use to produce qualified referrals to the investment department.
Processed daily and monthly investment logs and reports submitted to Credit Union West management.
Tracked investment production for the department.
Obtained current client investment values and purchase history for scheduled review.
Assisted with all internal audits and yearly compliance audits.
Ordered all forms, applications, and supplies required by the investment department.
Was responsible for the filing and storage of all client investment files.
Answered all incoming calls and coordinated schedules for the department.
Used my computer skills to utilize Microsoft Word, Excel, PowerPoint Outlook, the Internet, and specialized job-related software.
CHIEF OF SECURITY'S SECRETARY
ELOY DETENTION CENTER
Eloy, Arizona
02.2022 - Current
Process daily shift work for the detention center's security department completed by the captains and lieutenants to later be filed and stored.
DISSEMINATE AND file the logs, count slips, and checklist for the facility as it relates to Security equipment and reporting for the facility, as well as tracking the detainees housed in the facility.
Compile, organize, and distribute all of the monthly reporting regarding the same categories.
Federal reporting regarding the COVID EPIDEMIC
Organize and facilitate monthly Operations meetings
Member of the Employee Engagement Committee; Reporter, Secretary, and Member
Utilize specialized programs (5-1 Incident) to enter and process detainee infractions as well as track the number of the same throughout the facility.
PACKING SPECIALIST
AMAZON
11.2009 - 01.2010
Hired for Christmas rush in the packing and shipping department. I was a temporary employee but received an invitation to return the following year and years to follow.