Alex Gordon
Edinburgh
Summary
Resourceful and dedicated Administrative Assistant with almost 20 years of providing exceptional customer service in fast-paced and professional environments. Offering keen attention to detail and strong solutions based decision-making skills to manage multiple, concurrent and diverse tasks. Relying on strong communication, planning and prioritization skills, to work effectively with an advisor and team to be successful.
Overview
20
20
years of professional experience
Work History
Administrative Assistant
Lifetime Insurance and Financial Planning
11.2006 - 03.2025
- Greeted clients, guests, and financial service partners at reception, and provided coffee/tea/refreshments.
- Answered multi-line phone system, routing calls, delivering messages to staff, and dealt with client issues and inquiries directly.
- Supported advisors by scheduling meetings and organizing itineraries.
- Transcribed and organized information to assist in preparing client emails, meetings and presentations.
- Managed both the contact management database and paper/electronic filing systems by routing various documents, faxes, emails, messages, incoming and outgoing mail, etc.
- Interacted with fund companies, insurance companies, banks, pensions administrators, etc., to receive product and client information, direct activities, communicate instructions, and find timely solutions to issues.
- Completed applications and forms for clients to set up and manage accounts and policies.
- Performed research into specific investment funds or products, built portfolios, relayed information and made recommendations to advisors.
- Processed investment trades manually through various online systems, or directly via fax or mail to fund companies, tracked the trade to completion, and dealt with the companies to swiftly rectify any errors or issues.
- Handled all on site IT and troubleshooting, including managing/building/maintaining employee computer systems, servers, in person meeting room presentations and digital meeting set ups.
- Assisted coworkers and management with special tasks and projects to meet industry and company objectives.
- Continually sought methods for improving daily operations and procedures, communications with clients, recordkeeping, and data entry to improve accuracy, efficiency, and quality service.
- Proved efficacious working within tight deadlines and in a fast-paced high stress environment, relying on multi-tasking and organizational skills to be successful.
Computer Technician
Best Buy
07.2005 - 08.2006
- Recommended computer system hardware and software purchases to customers.
- Set up new computers and laptops to confirm and ensure proper functionality.
- Linked computers to network and peripheral equipment.
- Tested and installed motherboards, processors, and graphics cards on desktops and laptops for customers.
- Completed routine and complex software installations, assisting users of various levels of computer sophistication in operation of new and existing software.
- Performed installation, maintenance and repair for complex internal computer hardware.
- Used diagnostic tools to identify software and hardware failures and replace non-functional components.
- Recovered critical information from data back ups to restore functionality.
- Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.
- Tested returned electronics for proper functionality.
- Proved successful working within tight deadlines and a fast-paced environment.
Education
Bachelor of Science - Archeology
University of Calgary
Calgary, Alberta, Canada01-2014
Skills
- Reception oversight and client relations
- Meeting scheduling and planning
- Digital and paper filing
- Customer Relationship Management system oversight
- Confidential document control and material handling
- Paperwork and form drafting
- Check and trade processing
- Industry specific research and development
- Project management
- Accounting skills
- Computer hardware and software skills
- Advanced MS office suite experience
- Organized, ability to multi-task
- Complex Problem-solving
- Dedicated team player
Timeline
Administrative Assistant
Lifetime Insurance and Financial Planning
11.2006 - 03.2025
Computer Technician
Best Buy
07.2005 - 08.2006
Bachelor of Science - Archeology
University of Calgary
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