Lea Edwards Email & Phone Number

• Processed email requests
• Answered financial representatives' questions over the phone
• Trained new employees

• Clarified account discrepancies with financial representatives and fund companies
• Completed Commissions missing account reports
• Ensured documents were imaged within the expected time

• Updated client account information
• Entered large amounts of data pertaining to client information changes into Excel Spreadsheets
• Ensured strict confidentiality of client and firm records

• Trained new employees on how to operate the cash register
• Answered questions and handle customer complaints in a professional manner
• Worked as a team member and helped coworkers with their transactions to fill the customer’s order quickly

• Generated detailed catering orders that provide information to staff about food preparation and event set-up
• Created invoices to bill customers for services received
• Answered questions about products and services over the phone and via email

• Logged inventory using a handheld Windows device
• Uploaded inventory counts into a computer program to generate weekly reports
• Worked independently and completed assignments before the due dates

Bachelor Of Business Administration (Bba), Finance

Activities and Societies: Beta Gamma Sigma

Associate Of Arts And Sciences (Aas), Business Administration And Management, General