Terri Lancaster
Port Saint Lucie,Florida
Summary
Dynamic Administrative Assistant with a proven track record at UBS Financial Services, excelling in customer service and data entry. Enhanced client satisfaction through effective communication and relationship-building, while implementing secure filing systems. Skilled in Microsoft Office and calendar management, fostering a productive work environment and ensuring accurate record-keeping.
Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.
Overview
26
26
years of professional experience
Work History
Administrative Assistant
UBS Financial Services
08.2007 - Current
- 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.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Administrative Assistant
Merrill Lynch
12.1999 - 08.2007
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Developed filing system for historical documents, preserving important company records and improving access to information.
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
High School Diploma -
South Carroll High School
Sykesville, MD06-1977
Skills
- Customer service
- Data entry
- Computer skills
- Office administration
- Administrative support
- Microsoft Word
- Microsoft outlook
- Scheduling
- Calendar management
- Client relations
- Records administration
Timeline
Administrative Assistant
UBS Financial Services
08.2007 - Current
Administrative Assistant
Merrill Lynch
12.1999 - 08.2007
High School Diploma -
South Carroll High School
Similar Profiles
Joan M OrricoJoan M Orrico
Client Solutions Lead at UBS Financial ServicesClient Solutions Lead at UBS Financial Services
Samantha FosterSamantha Foster
Customer Service Representative /SME Relationship Manager at UBS Financial ServicesCustomer Service Representative /SME Relationship Manager at UBS Financial Services
Emily KopinskiEmily Kopinski
Client Service Associate/Executive Assistant at UBS Financial ServicesClient Service Associate/Executive Assistant at UBS Financial Services
LILIANA Fernandez RamosLILIANA Fernandez Ramos
Uber Driver at LaserficheUber Driver at Laserfiche
Troy SanchezTroy Sanchez
Shuttle Driver at Highland Express Shuttle ServiceShuttle Driver at Highland Express Shuttle Service