Secretary/ Team Coordinator
Obegi Home LLC
مجموع سنوات الخبرة :5 years, 4 أشهر
• Reports directly to the Owner Managing Partner
• Provides support to the Management Team
• Plans and books business trips and travel itineraries online
• Makes hotel reservations for guests, clients and other visitors
• Makes reservation for conferences, meetings, dinner/luncheons
• Manages superiors diary
• Welcome and assists guest professionally
• Diligently attends and records incoming calls and transfers accordingly
• Forwards Sales inquiry thru email or by telephone
• Prepares business correspondence
• Issues LPO, Proforma and Commercial invoices and Official receipts on a PDF file
• Files proposal, correspondence, clients portfolios and contracts
• Coordinates with Warehouse manager and Logistics Officer regarding shipments records and details for future payments issues
• Handles HR matters
• Handles, records and files Bill Payments, In and Out expenses, staff expense reimbursements and Petty Cash
• Prepares and submits monthly advertising report accordingly
• Follows up clients’ late payments as per sales terms and condition
• Reports & reconciles finances with accounting department in Beirut
Company : Commercial Bank International
Designation : Secretary/ PA of Treasury & Investments Division’s Head
Period : January 2010 - February 2011
• Provides assistance in personal matters
• Manages diary & emails
• Screens and responds to all incoming calls professionally
• Provides multiple tasks within the department
• Efficiently works day to day liaison with senior employees
• Arranges meeting appointments accordingly
• Prepares letters and emails appropriately
• Coordinates with HR & Administration for:
o Annual, short, sick leave applications
o Monthly attendance & justification report
o Key performance indicator
o Training requirements
o Staff expense claims
o Expenses reimbursement
o Payment requisition
o Telephone bills
o IT matters requests
o Stationary supplies & inventory
o Maintenance related matters
• Provides full administrative work and back up assistance to the department’s managers
• Updates customers database
• Files important documents of the department’s employees
• Provides necessary forms from the Intranet as requested by the staff
• Secures confidential information
Company : Commercial Bank International
Designation : Retail Banking Group Support Officer
Period : September 2008 - January 2010
• Manages front desk effectively and accurately.
• Screens and responds to all incoming calls efficiently and takes appropriate action accordingly.
• Efficiently works day to day in liaison with Senior Management.
• Performing clerical functions such as:
o Preparing business correspondence.
o Preparing company division/ department’s organizational chart via MS Visio.
o Receiving visitors in a very well mannered way.
o Preparing & revising minutes of the meetings by converting to its standard company format.
o Consolidating RBG staffs annual leave & training plans via MS EXCEL.
o Preparing and converting branches memorandums into its standard format.
• Monitors supplies by doing monthly inventory and submits to Admin. Dept.
• Coordinates with the HR and Administration department as per work requirements
• Provides different forms from the Intranet as per employees’ request.
• Assists some staffs in rectifying MS OUTLOOK and other bank system matters.
• Organizes all internal and external communications. (International and local mails
• and faxes)
• Provides high - level administrative & customer support through data/ information analysis.
• Relieves Secretary of the Head of Retail Banking Group during her absence and performs duties accordingly which are as follows:
o Screened HRBG’s emails and telephone calls diligently.
o Handled HRBG’s travel arrangements.
o Prepared HR reports via MS office.
o Files confidential documents accordingly.
o Followed up work issues before deadlines to the concerned person or department.
o Diary Management.
o Organized meeting schedules and conference room accordingly.
o Coordinates with Branches Managers, Customer Service Managers and other division about work related matters.
o Secured highly confidential matters.
• Handles client’s inquiries, complaints in a professional, accurate, and efficient manner.
• Maintained exemplary customer care behavior, including attention to details and emphasis on follow-up.
• Deals competently with customer’s complaints and concerns. Take all possible actions to resolve the issue to their fullest satisfaction with minimal intervention of team leaders.
• Responsible for an equal share of customer support as determined by the number of people in the queue and reported in monthly statistics.
• Attend to customer’s complaint, listens diligently to client’s explanation of special cases, logs the complaint and escalates it to the concerned department.
• Responsible for the overwhelming number of sales leads for bank’s facilities through cross selling.
• Supervised team of the afternoon shift as assigned by the manager and as per work requirement.
• Operates bank system such as BDS, AFS, SIBS, ATM monitoring, CRM Customer’s complaints & Sales leads & tracker.
• Caters to client’s queries, complaints and after sales concerns.
• Explains clearly the products requirements, benefits and its privileges.
• Records daily calls and customers remarks for effective way of marketing.
• Interacts personally and decently with the customer.
• Validates and verifies applications thoroughly.
• Reports to the Sales Coordinator and in some cases directly to the Sales Team Manager.
• Consolidates sales for month-end report.
• Provides accurate product information.
• Consistent sales quota achiever.
• Provides fast and efficient service towards clients’ needs and concerns over the phone and personal interactions as per business requirements.