Susan Guerra
Union Beach,NJ
Summary
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. Organized office professional with experience with various administrative tasks such as preparing agendas, scheduling meetings and providing customer assistance.
Overview
25
25
years of professional experience
Work History
Administrative Assistant
Harbor Lights Financial Group Inc
11.2022 - 05.2024
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Client Service Associate
TFS Securities
09.2021 - 11.2022
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Provided comprehensive support to senior associates, facilitating effective client relationship management.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Communicated with clients regarding account services, statements, and balances.
- Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
- Responded to customer calls and emails to answer questions about products and services.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Delivered prompt service to prioritize customer needs.
Administrative Assistant
Oppenheimer & Co, Inc.
12.1998 - 04.2019
- Over 13 years of experience handling customer concerns, opening client IRA accounts, creating and managing correspondence while doing a multitude of receptionist duties
- Primary responsibilities consisted of supporting financial advisors in sales, marketing, and day-to-day operations of growth management practice.
- Open and maintain new accounts using our (KYC) know your client platform.
- Work closely with financial advisors and assist with paperwork and DocuSign.
- Ability to conduct financial transactions(journals, process checks, ACH, wires and check deposits)
- Assist in audit process with compliance.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
Education
High School Diploma -
John Dewey High School
Brooklyn, NY06.1986
Skills
- Maintained highest level of confidentiality
- Demonstrated strong accuracy and thoroughness in organizational skills
- Assisted financial advisors and other support staff to comply with all regulatory policies and industry rules and regulations
- Organized and hosted events
- Systematically processed check payments, distributions and contribution requests
- Manage client relationship with web-based software
- Scheduled meetings including coordinating and confirming attendance, arrangement of meeting location, equipment and supplies
- Microsoft Suite (Word, PowerPoint, Excel)
- Bloomberg
- Insight
- Customer Service
- Data Entry
- Computer Skills
- Office Administration
- Administrative Support
- Microsoft Word
- Customer and client relations
- Clerical Support
- Strong Problem Solver
- Dedicated Team Player
- Professional and mature
Websites
Additional Information
Order office supplies., Handle incoming and outgoing mail., Time management., Multi-use phone skills., Maintained file organization., Reliability., Fax, copy and scan., Proficient workflow.
Acquired Skills
- Works with team to cross train in administrative and technical functions as well as compliance rules.
- Assist financial advisors in following "best practices."
- Excellent organization and multi-tasking skills.
- Strong comprehension skills.
- Monitored client account activity.
- Ability to be timely and meet deadlines.
- Print and mail documents- preparing Fed-Ex, UPS, or USPS packages as needed.
- Strong attitude of professionalism and teamwork.
- Previous experience of investment account paperwork
- Professional customer service demeanor and strong phone rapport.
Personal Information
Title: Administrative Assistant
I enjoy putting together Jigsaw puzzles. Spending time with my husband and family.
Growing up as a only child. you need to keep yourself busy sometimes. My mother bought me a Jigsaw puzzle. I have been hooked ever since than.
My husband and I have no children. We go out a lot to comedy shows, movies, concerts. We spend time with my family. My cousins and there children.
Timeline
Administrative Assistant
Harbor Lights Financial Group Inc
11.2022 - 05.2024
Client Service Associate
TFS Securities
09.2021 - 11.2022
Administrative Assistant
Oppenheimer & Co, Inc.
12.1998 - 04.2019
High School Diploma -
John Dewey High School
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