PARAPLANNING/FINANCIAL ADVISORY SUPPORT The skills to be professional, efficient, and yet personal is a valued and rare combinations in an employee. As a Retired Nursing Administrator, I am acutely aware of these attributes, and also the importance of recognizing them. Such ability and enthusiasm is refreshing and Linda merits this compliment" Highly dependable and self-motivated with a high level of analytical and organizational skills. Excellent interpersonal, written and verbal communication abilities - consistently follow high standards of business/professional ethics when dealing with others and performing confidential work activities. Strong understanding of securities and insurance products as well as the financial planning process. Recognized for client relationship building and the ability to manage multiple client cases and responsibilities. Work well independently but also able to function as a contributing team member. Strong attention to detail and effective follow through accurately on projects. Work well under pressure in a fast-paced environment. Positive, professional attitude; committed to excellence. Proficiency in Microsoft office suite including Word, Excel and Outlook.
Administrative Assistant January 2005 to CurrentCHRIS OLSEN & ASSOCIATES/AMERIPRISE FINANCIAL - Lodi, CA
Securities License with FINRA (Series 7) Provide support to the Advisor by performing a variety of financial services to include trades, completing forms for processing, preparing planning letters for delivery, scheduling appointments, responding to client requests to distribute funds from their retirement accounts, and servicing other client's needs.
Drive company productivity by ensuring client's a thorough review of case options and the best possible solutions.
Collect, validate, and analyze financial data.
Assist with ongoing net worth and portfolio monitoring and account maintenance.
Interact with other team members to coordinate the delivery of service to clients.
Provide ongoing support of client relationships, handling day-to-day client requests and issues.
Perform additional projects as assigned.
Administrative Assistant / Receptionist January 2000 to January 2005FINANCIAL NETWORK INVESTMENT CORP/VALLEY FINANCIAL SERVICES - Stockton, CA
Key responsibilities included client service, financial planning case preparation/deliverables, investment management, cash flow management, and trades/transactions.
Office Manager / Receptionist January 1996 to January 2000TODD A. FRANKLIN DDS - Lodi, CA
Attended to patients on the phone and in-person.
Co-ordinated and organized appointments and administration to facilitate the efficient running of the dental office.