Sheila P.

Background

About Sheila P.

Summary of Qualifications • Executive Assistant with over twenty years of on-the-job training and experience. • Proficient with Microsoft: Outlook email and calendar, Word, Excel and PowerPoint. • Excellent Customer Service skills with the ability to strengthen client relationships. • Experience in setting up and maintaining accurate client records and dealing with confidential information. • Able to prepare and write correspondence/reports/documents as needed. • Experience with client invoicing, assisted with AR and prepared daily banking. • In depth knowledge of retirement products and administrative procedures to carry out specialized work related to investment and insurance products. • Skilled at working in a fast-paced office, able to organize and prioritize work. • Well-developed communication skills with a proven ability to work independently or as a member of a team. • Strong organizational skills, detail oriented with an aptitude for working with numbers.