Client Assistant Resume
Objective : As a Client Assistant, responsible for Liaising directly with RAs/RMs on account opening documentation, funds transfer requests, account balances, etc, Ensuring accuracy when filing client documents and handling client material.
Skills : PPE equipment, Sterile technique, Assessing vital signs, Transfers.
Description :
- Worked as a Client Assistant at Plantation, Assisted Living Facility.
- Assistanted my job duties were but not limited to the following.
- Conducted client activities, distribute medications (received my certificate for Medication Certification), call emergency services if/when a client needed (such as elevated blood pressures, chest pains, seizures and other needs as medically necessary.
- Completed medications counts after my shift, informed the oncoming client assistant as to the status of each client.
- Helped the prepare meals and made sure all clients had their meal.
- Performed laundry duties, sweeping/mopping floors (janitorial duties).
- Walked the area to make sure all clients were in their rooms or outside in the common area.
Experience
2-5 Years
Level
Executive
Education
MS
Client Assistant Resume
Objective : To establish a long-term career in a company where I may utilize my Client Assistant professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.
Skills : Microsoft Office, Apple, CPR, Written Communication, Team Player, Management, Detail Oriented, PC.
Description :
- Updated expired database adding and new, confirmed and valuable information in system with corrections.
- Entered renewed Certifications and retrieved data from Computer software's, sorted and distributed mail, packages, and correspondences to various offices.
- Arranged meetings in conference rooms, handle calls and occasionally prepared breakfast or brunch for businesses, when requested.
- Entered balance amounts in log system set up in Word.
- Maintained the operations of standard varieties of office machinery.
- Typed and heavy Customer Service/Administrative duties.
- Multitasked with various team members to successfully complete assignment.
Experience
2-5 Years
Level
Executive
Education
MS
Client Assistant Resume
Summary : To obtain a full-time Client Assistant position that will allow me to utilize the skills I have obtain over the years in customer/client services. Seeking a leading and growing company to secure a position; where I can maximize my training and learning experience in the medical field. Strong Personal Care/Client Service Skills. Detail-Oriented.
Skills : Excel, Quickbooks, TurboTax.
Description :
- Assisted Client with Physical Therapy.
- Took Client to appointments.
- Helped Client become more independent in their home, provide safety gadgets in the home so they can get along more safely when home alone.
- Used Being punctual, responsible, patient and thorough.
- Responsible for greeting and directing customers.Managed appointments for customers.
- Washed cars for selected customers.
- Did inventory for new cars when they arrived.
Experience
10+ Years
Level
Senior
Education
GED
Client Assistant Resume
Objective : To obtain a Client Assistant position that allows me to utilize my interpersonal skills, experience and professionalism to contribute to a productive and dynamic work environment.
Skills : Clerical Sills, Maintenance Skills.
Description :
- Assisted residents with activities of daily living, escorted them to and from meals.
- Accompanied them to various leisure activities.
- Provided medication reminders as well as helped them maintain their residences.
- Made the residents feel wanted and encouraged them to be a wholesome part of the community.
- Incorporated teamwork with my collegues and co-workers.
- Used Communicating, listening, advising, encouraging, motivating.
- Arrived, I would make sure they were to sign the visitor's log and if the family would take the client off premises that was logged in also.
Experience
2-5 Years
Level
Executive
Education
MA
Client Assistant Resume
Headline : To obtain a Client Assistant position with the potential of gaining knowledge and skills that can be used for career advancement within the workplace.
Skills : Adobe Acrobat, Customer Service.
Description :
- Provided office support for tenants by acting as receptionist, mail clerk, and meeting planner.
- Monitored financial reports of leased office machinery.
- Operated the building switchboard.
- Distributed and processed mail.
- Maintained telephone system.
- Performed office maintenance.
- Organized video conferences for clients.
Experience
5-7 Years
Level
Executive
Education
BA
Client Assistant Resume
Summary : Responsible for Demonstrating interest in developing a familiarity with BBH Private Client investment products, capital allocation recommendations strategies as well as BBH Private Banking Credit markets and strategies.
Skills : MS Office, Planning Skills.
Description :
- Setup office suites prior to focus group arrivals.
- Handled preparation of meeting audio/video recordings via MP3, MP4 and DVD.
- Reset suites breaking down furniture and equipment immediately upon conclusion of meetings.
- Sanitized and cleanned office suites prior to lock up.
- Responsible for the day to day incentive distribution providing services including: handling cash, gift cards and other monetary items.
- Secured and closed facility at end of shift.
- Stayed current and understand firm policy and procedures in an ever-changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Science In Communication
Client Assistant Resume
Objective : Training to administer meds as a med tech, also skilled in the area of working in homeless shelters, also a trained housekeeper, and I work well with others. Feel as though I am a team player, working with children is a delight, I do have training as a teacher/ teacher's aide during pass employment at a after-school program for ages 5-9.
Skills : Computer Literate, Tool Savvy, Good Communication, Good hand-eye coordination.
Description :
- Assisted clients with new account paperwork.
- Processed check request, check and stock deposits.
- Researched account discrepancies.
- Calculated funds available with a transfer on death.
- Calculated funds for client and employer when a stock option is exercised.
- Generated sales and inventory reports in Excel with data from a variety of sources, maintaining a 100% accuracy rate.
- Prepared and sold broad range of customized merchandise to individuals and commercial accounts, strong organizational skills which assisted in accurate sales pricing of purchase transactions.
Experience
2-5 Years
Level
Junior
Education
BA
Client Assistant Resume
Objective : Client Assistant with 5 years of experience in Completing travel and expense reports and plan and organize meeting arrangements and calendars, Proactively managing the administrative processes tied to the day-to-day management of the office to find ways of improving efficiencies within the office.
Skills : Inventory Management, Sales, Microsoft Word, Powerpoint, Party Planning, Event Planning, Cold Calling, Social Media, Marketing, Blogging, Child Care, Coaching, Office Organizing, Filing, Creative.
Description :
- Prepared cash payments for focus groups participants Calculated the reconciliation report for accounting purposes, of projects day before including any leftovers and deposits.
- Applied payments to accounting book.
- Prepared schedule of project in advance every week.
- Sent schedule via fax to accounting headquarters requesting the cash checks.
- Placed food orders for clients.
- Updated recruits database when focus groups were completed.
- Responsible for processing investment clients' transfer packets from Broker-Dealers following Union Bank's acquisition, merger, and integration with Stellar One Bank.
Experience
2-5 Years
Level
Executive
Education
BS In Business Management
Client Assistant Resume
Headline : Dedicated master science student with solid background in quantitative finance and analytical finance, seeking finance related opportunities that will capitalize on my solid education and experience in financial analysis.
Skills : Eidetic Memory, Microsoft Office, Photoshop, Basic Conversational Spanish.
Description :
- Greeted clients and answer any on-site questions or requests to ensure their productivity at our facility.
- Confirmed appointments, check in respondents and administer re-screeners to verify they are the target subjects.
- Maintained the cleanliness and professionalism of the facility during our clients stay.
- Outfitted the suites with all audio and visual equipment requested by the client and monitor their operation.
- Answered phones and perform necessary office/administrative reception duties.
- Documented progress of opening new and direct accounts from start to finish insuring accounts are opened, linked, mailed, executed and returned by clients (following up as necessary).
- Expedited approval by Union Investment Services representatives and send fully executed copies to Broker.
Experience
5-7 Years
Level
Junior
Education
High School Diploma
Client Assistant Resume
Headline : To obtain and secure employment with a highly respected employer which will allow me to share my vast customer service experience and will allow me personal growth.
Skills : Customer Service, Communication Skills.
Description :
- Successfully interacted with customers and retail buyers to expedite orders.
- Initiated and completed all transactions required to fully service client accounts i.e. paperwork, correspondence, money movement, client request fulfillment, and special projects as needed.
- Ensured compliance with Bairds policies regarding correspondence, books and records requirements including trade policies, seminars, and marketing.
- May entered security orders per Financial Advisors instructions.
- Maintained primarily electronic files and retrieve the information quickly as needed.
- Answered all incoming Financial Advisors' phone calls and handle as appropriate. Initiate action and advises Financial Advisor of action taken.
- May scheduled client appointments and/or conference room for appointments.
Experience
5-7 Years
Level
Junior
Education
MS
