Tywana P.

Hampton 829 Maitland Drive Virginia Beach, Virginia 23454 (757) 426-3915 - Home (757) 641-4346 - Cell th1274314@westpost.net SUMMARY Administrative assistant and customer service representative with over 15 years of experience. Provides excellent customer service through both oral and writ ten communication. Utilizes outstanding interpersonal skills to facilitate go od working relationships and excellent client relationships. Proficient in Mi crosoft Word, PowerPoint, Acrobat, Excel and most general computer applications. EDWARD JONES INVESTMENTS, Virginia Beach, VA 2007 - 2011 BRANCH OFFICE ADMINISTRATOR -Assist clients with their accounts -Assist Financial Adviser with marketing efforts -Make sure that our office procedures are in accordance with our Compliance Depa rtment -Plan Marketing Events -Send invitations to marketing and client appreciation events and follow up for RSVPs -Process investments such as mutual fund and stock purchases at the Financial Ad viseras direction AMERICAN FUNDS, Norfolk, VA 1999 - 2007 SHAREHOLDER ACCOUNT REPRESENTATIVE 1999 - 2004 -Assisted clients with questions and concerns regarding their accounts -Fielded concerns, complaints, etc. from Financial Advisers -Set up new accounts and made changes to existing accounts -Assisted clients and Financial Advisers with Cost Basis ADVISOR MARKETING REPRESENTATIVE 2004-2007 -Assisted financial advisers with building portfolios for their clients -Utilized various software applications to design presentations for financial ad visers to present to their clients and prospective clients -Provided tours of our website to financial advisers, so that they could use thi s valuable tool to better understand and sell our mutual funds USF&G/ST. PAUL, Atlanta, GA 1997 - 1999 UNDERWRITING ASSISTANT -Determined insurance premiums based on factors such as loss ratios, replacement costs, risk size and various other underwriting factors -Processed endorsements to existing policies -Educated our agents on company policy and changes EDUCATION Bachelor of Science Degree in Sociology, Virginia Commonwealth University, Richm ond, VA Certificate in General Insurance, Insurance Institute of America, Philadelphia, PA