PHYLLIS COOK6337 South Devonshire Drive

Loveland, Ohio 45140 (513) 702-7803 (c)

Fish2step@yahoo.com

PROFILE: Extensive professional experience within the areas of investment back office administration, office management, human resources, market research and analysis, and the supervision of office and paraprofessional staffing in sales and marketing services.Exceptional interpersonal skills in the field of personnel administration to include all areas of responsibility: interviewing, hiring, training, and evaluation.

PROFESSIONAL Fifth Third Bank (June 2011 – Present)EXPERIENCE: Executive Assistant – Marketing

Perform a wide range of support for the CMO (direct report) and other Executive Management, as well as, Marketing Department as a whole (65+ people), relieving managers of administrative duties, often of a highly confidential, diversified and complex nature. Initiative and judgment used in the absence of specific directions from the executive. Serve as a liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities and operations. Arrange and coordinate calendar and travel schedules (using Concur Travel) for executives. Answer, screen and direct incoming calls determining those which can be handled by subordinates to the executive. Assist in the preparation of administrative reports, gather sensitive information, compute statistics, and distribute reports to the appropriate people. Greet internal and external customers answering questions of a complex nature. Sort and distribute incoming mail, as well as, preparing outgoing mail and other correspondence. Coordinate and arrange meetings, prepare agendas, reserve and prepare facilities. Contact key executives, external management personnel and other persons important to the bank to transmit information and obtain data. Type letters and reports from rough drafts, making changes in grammar, punctuation and spelling, as needed. Organize and maintain a confidential file system. Process invoices, working directly with AP and Finance. Assist in special promotions run by the bank.

Selected Accomplishments:

Received CEAP (Certification of Executive Administrative Professionals) – 8 week training Received “Spirit of the Pin” award for Teamwork & Collaboration (3 years) Marketing Department has passed several audits in a more timely manner due to the marked

improvement in efficiency and organization Successfully investigated and had implemented software for an existing multi-functional device for

scanning and added to the bank's network. Certified in CPR and AED Participated each year in volunteer events for Ronald McDonald House, the Free Store Food bank and

Matthew 25 Ministries. Appointed Wellness Champion for Humana Vitality

L.M. KOHN & COMPANY, Cincinnati, OH (2007- 2011)Royal Bank of Canada- Relations Manager

Responsible for managing daily operational activities, while directly supporting and serving as liaison between L.M. Kohn and Company and RBC (Royal Bank of Canada). Account administration, reconciliation, client performance reporting and account billing along with processing of trades, deposits and withdrawals, maintenance of all brokerage records for the firm (compliance) are among a few of the daily operational activities that fall under my responsibility. Also support new computer systems instituted by RBC and responsible for updating and training L.M. Kohn employees and financial consultants on new systems.

Selected Accomplishments:

Responsible for maintaining nearly 7000 brokerage accounts and setting up and training new L.M. Kohn financial consultants on the RBC system.

Successfully helped to restructure and design back office to accommodate new filing system to house approximately 7000 files and accomplished filing all paperwork.

Firm has successfully passed numerous FINRA audits in a more timely manner due to the marked improvement in efficiency and organization.

Key facilitator in the research and implementation of a scanning system for a documentation library to hold more than 7,000 accounts with each account averaging approximately 8 – 10 documents.

Quickly learned two computer systems within 3 months of being hired. Learned that job descriptions had not been written for the various positions within the company, so

developed a “Job Description” for my position. Created a Training Manual for the back office. Have developed successful relationships with various RBC personnel and departments.

CHIQUITA BRANDS INTERNATIONAL INC., Cincinnati, OH (2003-2007)Project Coordinator – Consumer Insights/Marketing (2006-2007)

Led internal and external consumer research projects for ongoing innovation and marketing efforts. Responsible for ensuring every project was started with consumer-focused objectives and then was finalized by being properly logged into the Chiquita Corporate Consumer Library. Responsible for managing project timelines and tracking and reviewing project proposals.

Selected Accomplishments:

Researched and worked with software experts on a proposal for an electronic documentation library for Chiquita Marketing to cover over 10 years of marketing research. And, up until this time, there was a significant problem with being able to easily and readily share, internationally, marketing research. This system would make it possible to electronically share this information with Chiquita marketing personnel worldwide.

Helped in developing new on-line questionnaires. Created and worked with administrative personnel on new tracking spreadsheet for

invoicing/budgeting. Produced secondary research reports for clients. Trained on-site researchers in proper marketing research technique.

CHIQUITA BRANDS INTERNATIONAL INC., Cincinnati, OH Executive Assistant – Processed Fruit Ingredients (2003-2006)

Responsibilities included providing efficient administrative support to VP/GM and all PFI Directors/Managers (e.g., travel communication, office management, calendars, mail, performance reviews, payroll time entry, etc.). Incorporated additional personnel and support for PFI from Fresh Cut group (4 additional people, making the total number 23 in the U.S. /approx. 44 people outside of U.S.).

Selected Accomplishments:

Developed and managed system for recording, follow-up and assurance of resolution on all customer/broker complaints and claims.

Helped to create and maintain PFI’s Intranet site for shared information. Worked with marketing group on consumer insight issues and aided in development of

interviews/surveys.

EDUCATION: University of Phoenix, Cincinnati, OH, Associate Business Degree with Marketing Wilmington College, Cincinnati, OH, Continuing education in business and marketing University of Cincinnati, Cincinnati, OH, Market Research Bowling Green State University, Bowling Green, OH, Fashion Merchandising

COMPUTER Microsoft Word, Excel, Power Point, Visio, Concur, Peachtree Accounting Software, MAS 90SKILLS:

REFERENCES: Available Upon Request