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Financial Advisor Assistant

Providence, RI



To secure an Administrative Assistant position that will offer potential for advancement and professional growth.

Work Experience

Financial Advisor Assistant

Well Fargo Financial Advisors, Middletown, RI

Aug 2012Nov 2012

Greeted clients upon arrival, adhered to rules and regulation required by Advisors.
  • Answered inbound calls, handled client inquiries and transferred to appropriate Advisor
  • Supported management team with high knowledge of financial and investment services.
  • Demonstrated strong typing skills proficiency with Microsoft Word and Excel.
  • Sorted daily incoming mail efficiently and maintained files to ensure Advisor's requirements.

Heating and Energy Assistant

East Bay Community Action Program, Riverside, RI

Oct 2010May 2011

Advocated for eligible low-income clients to meet their home energy cooling and fuel cost.
  • Processed applicant's intakes screening, to ensure all applications are properly submitted.
  • Answered inbound/outbound call inquiries to determined client eligibility and verified status.
  • Calculated assistance according to income guidelines, interpreted written policy and procedures.
  • Monitored electronic and hard copy documentation, filed and maintained hard copy file records.
  • Ensure appropriate information is up to date documented for final eligibility determination.
  • Prioritize daily clerical operations and mailing out of designated applications.
  • Provided general information about other financial programs that are available, referred unfulfilled heating needs to external resource.

Business Banking Specialist

Citizens Bank, Cranston, RI

Oct 2008May 2009

Provided accurate and timely inbound customer service coverage to all internal and external.
  • Ensured accuracy for balancing accounts debits and credits as appropriate.
  • Answered general inquiries, determined the source of problems researched customer, branch, or bank inquiries to resolve them. Utilized strong aptitude with numbers and database.
  • Thorough knowledge of deposit/credit products and services.
PC skills - Outlook, Word and Excel, generated new business loans for sales.

Help Desk Associate

Providence, RI

May 2006May 2006

May/2006- April /20007
  • Responsible for handling incoming calls from retailers and providing technical support.
  • Maintained data base and documented verbatim content of conversations.
  • Performed administrative functions including supply orders, paperwork, coping and faxing.
  • Analyzed the specific needs of each retailer and developed solutions for each individual issue.

Data Entry/Temporary Assignment

Adecco Staffing Service, Providence, RI

Apr 2005May 2005

Input data information regarding fundraising efforts for gifts and pledges.
  • Performed clerical support duties such as opening incoming mail and responsible for external correspondence.
  • Responsible for maintaining records and files.

Administrative Assistant/Receptionist

Grey Smith Company, Providence, RI

Dec 2002Jan 2003

Performed all phase of administrative duties.
  • Utilized Microsoft Word and Excel for document development and data entry.
  • Operated a multi-line switchboard and greeted quest upon arrival.

Program Assistant

Dorcas Place, Providence, RI

Sep 2001Oct 2002

Provided case management and assisted program participants with education and job related services.
  • Facilitated orientation for client intake and input related data.


Social Services

Community College Of Rhode Island, Providence, RI



Rhode Island College School of Social Work, Providence, RI


Psychology Course

Community College of Rhode Island, Providence, RI



Rhode Island Commerce Academy, Providence, RI


Additional Information

Excellent computer skills Self-starter customer service relations 
Experienced in office administration Stellar monitoring and communication skills 
Professional family advocate Provides the highest level of customer service
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