Skillful and dedicated Executive Assistant with extensive experience in the coordination, planning and support of daily operational and administrative functions. In a high paced environment, in which I am skilled at multi-tasking and maintaining a strong attention to detail. Employs professionalism and superior communication skills to meet client and company needs. I am a meticulous assistant who simultaneously has experience with multiple domestic and international clients.
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Licensed Series 7
Currently Working with 6 Brokers Reps
Open all accounts and maintenances of documents, run all background checks on each client. Follow up and bring in all new money transactions. interact daily with clients new and prospecting. Answer each Rep's direct line. Schedule appointments for them business and personal. interact with outside vendors.
Worked with 8 Broker Reps
Handled the opening and maintenance of all accounts, new and existing. Followed up on new money transactions via-client and Bank personnel. Maintained client books for Brokers, Updated and prepared account documentation. interact with all outside correspondents such as clearing firms, secretaries for clients, Bank managers and Trust managers.
Served as a Executive Assistant to the Syndicate Manager and his executive clients, investors and other members.Handled and distributed all incoming and outgoing funds.Collaborated with other administrative team members, and operational members and the finance department on special projects and events.
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