JACQUELINE SMITH
Chicago,IL
Summary
Dedicated, organized, adept at providing administrative and clerical services in the financial and education industries. Managed calendars, special projects, and customer centric. Objective is to leverage skills to enhance the productivity and success of a dynamic organization.
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
2
2
years of professional experience
Work History
ADMINISTRATIVE ASSISTANT
LPL Financial
01.2022 - Current
- Non-licensed assistants are responsible for support of th licensed advisors and branch business activities
- Managed schedules and calendar utilizing Client Works System
- Assisted preparing presentation materials
- Documents and reports
- Collaborated with customers regarding their financial account information appropriately directly them for resolution
- Provided premier customer service for all client within branch office thought prompt communication and follow up to clients request les than 24hr turnaround
- Assisted with marketing, and event planning quarterly
- Completed and navigated several product pertaining to client services i.e.,Householding, RMD payouts, and tax information
- Coordinated mailings and distribution to clients
- Completed all LPL training, Client Works, Compliance and Security
- Managed incoming and outgoing non compliance under Home Office Supervision policy.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
Education
Master of Science - Education Curriculum Development
Chicago State University
Chicago, ILMaster of Science - Marketing
Roosevelt University
Chicago, ILSkills
- Customer Service Centric
- Proficient in Smart Office calendar scheduling
- Microsoft Office Suite
- Detailed/result oriented
- Media/Data Analytics
- Excellent communication and interpersonal abilities
- Knowledge of Project Management Tools
Accomplishments
- Developed an account review report increasing the efficiency of customer contacts and appointment scheduled by 90%
- Created various logs to improve regulatory office compliance
- Certificate of Completions-Administrative Assistant
Personal Information
Passion for knowledge. I am a lifelong learner.
Timeline
ADMINISTRATIVE ASSISTANT
LPL Financial
01.2022 - Current
Master of Science - Education Curriculum Development
Chicago State University
Master of Science - Marketing
Roosevelt University
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