1. Tonya Foy
2700 Mary St. Apt 57
Slidell, LA 70458
480-516-5235
tonyafoy@ymail.com
Summary of Qualifications
 Recruiter, service HR calls and emails, benefit questions and resolution, benefit
enrollment, enter new hire info and benefits, assist Staffing ops., verification letters, and
complete other general HR functions.
 Experience in performing multiple Administrative Assistant duties and functions.
 Over 10 years of financial experience in banking, mutual funds, and brokerage services.
 Extensive knowledge in customer service and servicing financial accounts.
 Use dual monitors to use and run multiple computer systems at the same time.
 Practical, relevant work experience in multiple Microsoft programs.
 Self-starting, multitasked, able to effectively manage workloads, projects and scheduling.
 Highly focused on results-oriented solutions.
Professional History
UBS Financial
Administrative Assistant/Contractor 11/2016 – Current
 Handler general clerical duties
 Put together client Performance Reviews
 Update spreadsheets
 Office billing
 Upload documents
 Special Projects
 Answer general client questions
 Schedule meetings
 Make travel arrangements
City of Phoenix/DAAS
HR Assistant/Contractor 04/2016 – 08/2016
 Reviewed new hire paperwork
 Created new hire files
 Processed background checks
 Performed reference checks
 Created interview agendas
 Entered candidate information into PeopleSoft
 Updated spreadsheets
 Processed new hire paperwork and sent for appropriate approvals
 Assisted with orientations
 Handled other general office duties

2. Southwest Airlines, Phoenix, AZ
Recruiter-Contractor 1/2016 – 03/30/2016
 Work job requisitions
 Review and screen applicant’s information
 Contact potential candidates and conduct phone interviews
 Send applicant’s required paperwork and review once they have submitted it
 Perform recruiting function and enter information into ICIMS
Charles Schwab, Phoenix, AZ 12/2014 – 10/2015
Associate-HR Direct/Contractor
 Take and service incoming calls and answer email tickets
 Create and complete Verification of Employment and Verification of Benefits letters
 Volunteered for and completed assigned projects
 Assist with QMCSO Orders
 Complete Medicare and Social Security Verification letters
 Assists with other general HR Direct functions
Charles Schwab, Phoenix, AZ 02/2013 - 10/2014
Non-Licensed Broker CS&S
 Call center environment handling 50-60 calls on a daily basis
 Interacts with internal and external customers regarding inquiries, requests, concerns or
to resolve discrepancies. Educates and consults on company products and/or services via
telephone, e-mail or written correspondence.
 Identifies trends and opportunities to update resources, and recommends process
improvements.
 Identifying issues and recommending solutions
 Proactively seeks information on the company's products and services, policies and
procedures and applicable regulations and legal requirements.
Bank of America/Merrill Lynch, Tempe, AZ 11/2012 – 01/2013
Customer Service Representative
 Call center environment handling 50-60 calls on a daily basis
 Assisted clients with tax questions.
 Assisted clients with account information and small account changes.
 This was a temp position, and left due to permanent job offer.
American Funds, Scottsdale, AZ 12/2006 - 08/2012
Sr. Customer Service Representative - Mutual Funds
 Customer service center environment handling 25-40 calls on a daily basis
 Regularly handles nonstandard requests, unresolved issues, new product roll-outs and/or
complex products and/or services.
 Processed imaged work for new account applications for multiple account types as well
as maintenance requests and corrections.
 Served as a resource on assigned work types/products.

3.  Researches and gathers facts concerning complex requests when recommending business
decisions and suggests alternative courses of action/resolution when appropriate.
 Educates others through quality review efforts and participation in meetings.
 Working knowledge of the mutual fund industry and the ability to apply it to work
assignments.
Bank of America, Phoenix, AZ 03/2000-10/2006
Sr Teller/Teller Coordinator/Debit Card Fraud
 Regularly consults and handles customer requests. Probes interests regarding additional
company products and services to offer. Asks questions to assess needs; educates
customers about additional tools, products and services.
 Updates system to document concerns and resolution steps taken, as well as update
customer transactions and modify accounts.
 Identify, assess, respond to and escalate risks or potential risks encountered through day-
to-day activities.
Education
 High School: American School, Lansing IL
 Certified Health Coach
Volunteer Experience
Participated in Junior Achievement for the school our company adopted. We also do fund raisers
I’ve participated in such as the water drive for the homeless. They are truly great and rewarding
experiences.
Software
 Multiple financial computer systems
 Microsoft Excel
 Microsoft Windows
 Microsoft Office
 Microsoft Outlook
 Microsoft PowerPoint
 Lotus Notes
 PeopleSoft
 Workday