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SUSAN SIMONS
Address
City, State Zip
Message Phone
E-mail Address

OBJECTIVE: Executive/Administrative Assistant

HIGHLIGHTS OF QUALIFICATIONS
  • Over 12 years of experience as an administrative assistant.
  • Hardworking, conscientious, detail-minded and team-oriented.
  • Strong written and oral communication skills.
  • Extremely dependable in completing projects accurately and on time.
  • Demonstrated ability to effectively work with little or no direct supervision.
  • Able to maintain positive work relationships in a variety of work situations.

WORK EXPERIENCE

1986-Present Executive Assistant / New England Financial / Sherman Oaks, CA
  • Assist five agents in handling accounts receivable; policy changes, policy loans and dividends; surrenders; reinstatements; duplicate policies; 1035 exchanges; checking account reconciliation; policy conservation letters; producing enforce policy illustrations; and, completing insurance applications.
  • Process mutual fund applications and make mutual fund trades for financial planners.
  • Proficient in the use of Microsoft Word and Datamax (software for tracking mutual fund performance.
  • Use CRT for data input and for processing billing and commission statements.
  • Provide excellent customer service.
1985-1986 Administrative Assistant / Prudential Life Insurance Company / Woodland Hills, CA
  • Provided general administrative assistance including data entry and filing.
1979-1985 Administrative Assistant / G.R.E.A.T. Insurance Services / Encino, CA
  • Processed billing statements and agent's commissions for group life insurance.
  • Completed bank deposits and accounts receivable.
  • Processed enrollment applications for new entrants to existing group policies.

EDUCATION

  • A.A. in Child Development / Los Angeles Valley College / Los Angeles, CA
REFERENCES              Available upon request

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