Leslie Soufis
Palm Beach Gardens,FL
Summary
Seasoned professional with over 20+ years of experience, dedicated to maintaining the highest level of integrity and excellence, is seeking a challenging position that allows for the application of strong organizational, customer service, research, and analytical skills that will contribute to the success of an organization. Looking for an opportunity that leads to job satisfaction and optimum career growth.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Cetera Advisors, LLC
Palm Beach Gardens, FL
12.2004 - Current
- Plans and conducts independent research on financial institutions
- Adjudicate issues involving insurance policies
- Conducts preliminary fact-finding and initiates further action involving signature fraud
- Independently researches, interprets, and analyzes trust documents, such as Trust Agreements, Power of Attorney documents, and wills etc... to completed paperwork
- Assist in preparation of complex applications which includes annuities, life insurance, mutual funds etc...
- Assist and contributions in all areas of administrate work, such excellent customer service, client support, and office management
- Serve as a link between management and clients by handling questions, interpreting and administering contracts and documentation
- Help clients requesting various changes to their accounts, such as beneficiary changes, change of ownership, and ACHs/withdrawals. etc...
- Improve office organization by compiling financial reports using various financial software reporting tools
- Responsible for maintaining audible financial book logs for the company
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing system
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Education
Master of Arts - Human Behavior
National University
La Jolla, CA2010
Bachelor of Science - Organizational Management
Palm Beach Atlantic University - West Palm Beach
West Palm Beach, FL2008
Skills
- Customer Service
- Team Player
- Detailed Orientated
- Active Listening
- Time Management
- Strong Problem Solver
- Research Expertise
- Computer Skills
- Leadership
- Critical Thinking
Accomplishments
- Policy Development - Developed and implemented employee manual outlining all proper business procedures and office policies.
- Training - Responsible for training all new employees to ensure continued quality of customer service.
- Scheduling - Communicated with patients through phone, fax, email and in person to schedule appointments and answer inquiries.
- Increased office productivity 5% by implementing numerous process improvements.
Certification
Notary Public
References
Professional:
Cetera Advisors, LLC (Financial Representative)
Elizabeth St.Amand (Boss)
561-624-3253
Personal :
Noni Windows (Window & Door Installer)
Andre Luiz Postigo Santos (Spouse)
954-851-6621
Palm Beach County (Public Affairs Specialist)
Nicole Ferris (Friend)
561-207-0054
Kova Korp. (Engineer)
Tremaine Green (Friend)
561-628-3973
Timeline
Administrative Assistant
Cetera Advisors, LLC
12.2004 - Current
Master of Arts - Human Behavior
National University
Bachelor of Science - Organizational Management
Palm Beach Atlantic University - West Palm Beach