Lifestyle

Health & Fitness

Painting

Snowboarding

Travel

Fitness

Photography.

Nutrition

Much of my experience has been in sales, with a strong background in administrative assistance. I have very strong interpersonal and computer skills, and an innate desire to help people that will allow me to excel. 

Seeking a challenging position that emphasizes the development of client relationships in order to contribute to the growth, success and profitability of the company.

Provided excellent client service with technical skills (MS Word and Excel), strong communication, time management and organizational skills.

Opened new accounts, entered trades, and various administrative duties.

Provided investment research and portfolio management support.

Performed multiple money movement and transactions.

Generated and organized reports as well as investment applications for preparation of client meetings.

Resolved problems or issues brought forth by the broker dealer.

Client Associate

Maintained files, databases and any necessary compliance documentation for client group.

Processed cash and security transactions, and handled all cashiering transactions for customers.

Organized and set appointments with current clientele as well as new leads.

Coordinated all shipping of sensitive documents.

Process travel and expense reimbursements.

Cashier/Office Assistant

Built and maintained a large roster of clientele. 

Met or exceeded all sales goals set by management, as well as brought in a steady stream of new customers for the company.

Established personal fitness and nutrition programs for each client according to their goals.

Exceeded sales goals and quotas set by corporate headquarters.

Administered an extensive roster of clients.

Certified Personal Trainer

Managed billing, collections, and insurance documentation.

Created promotional and marketing materials to add new clientele.

Maintained all office equipment and ordered supplies and products as needed.

Administrative Assistant

Provided exceptional customer and client service, and supplied overall office support.

Recognized as outstanding employee and a dedicated team player.

Front office management; supervised warehouse shipping operations and accounts receivable.

Office Manager/Sales Assistant

Find out detailed information about Holly Zamora,  in Carlsbad, CA

Holly Zamora: in Carlsbad, CA

Holly Zamora

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