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Financial Representative Assistant/Sales Execution Team Resume Example

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FINANCIAL REPRESENTATIVE ASSISTANT/SALES EXECUTION TEAM
Professional Summary
Organized and efficient Administrative Professional with 15 years supporting top-tier executives in finance, sales, and education. Driven to create processes that reduce redundancy, improve accuracy and efficiency, and achieve management objectives.
Skills
  • Strong Interpersonal Skills
  • Results-Oriented
  • Self-Directed
  • Obtained Life and Health License
  • Customer Service-Oriented
  • Excellent Communication Skills
Work History
09/2013 to Current
Financial Representative Assistant/Sales Execution TeamNORTHWESTERN MUTUAL-EFFNER FINANCIAL – Aurora, Illinois
  • Supplied sales and marketing support to a sales force of 8 sales reps.
  • Managed new account process, which includes completion of applications, underwriting and close/delivery of policies.
  • Compiled and analyzed sales and marketing reports.
  • Created external contact lists and kept track of periodic communication needed for priority contacts.
01/2012 to 08/2012
Executive Assistant/Client Service DirectorSTONEBRIDGE WEALTH MANAGEMENT – Oak Brook, Illinois
  • Coordinated, scheduled and arranged meeting and travel calendars, including business and social events.
  • Opened and serviced all new accounts for investment firm.
  • Conducted research to prepare, gather and proof briefing materials and agendas for all client meetings.
  • Frequently used word processing, spreadsheet, database and presentation software.
  • Phoned referrals for new business opportunities.
08/2009 to 01/2012
Student Services District CoordinatorINDIAN PRAIRIE SCHOOL DISTRICT #204 – Aurora, Illinois
  • Assisted Director and Supervisors in the coordination of special education services between students, staff and outplacement facilities.
  • Implemented new fee for service Medicaid program (Accelify) and trained 220 district providers saving district $5,000/yr and increasing revenue from $78,000/yr to $858,000/yr.
  • Assisted in the district-wide coordination of IAA and ISAT testing for 3,000 special education students.
  • Created expense reports, budgets and tracking systems to eliminate need for additional staffing.
03/1990 to 10/1998
Personal Trust & Private Banking AssociateTHE NORTHERN TRUST COMPANY – Chicago, Illinois
  • Participated in initial and review meetings with all personal trust and private banking clients.
  • Assessed clients' financial situations to collaborate with investment and securities departments.
  • Used banking platform to open and service accounts.
  • Participated on team evaluating customer relationship management techniques with high net worth clients.
  • Worked with operational areas to research and solve any account issues.
09/1988 to 03/1990
Administrative AssistantNORTHWESTERN UNIVERSITY – Evanston, Illinois
03/1988 to 09/1988
Administrative AssistantFIRST NATIONAL BANK OF DES PLAINES – Des Plaines, Illinois
02/1987 to 03/1988
Executive Assistant/Personal BankerFIRST NATIONAL BANK OF OGLESBY – Oglesby, Illinois
Education
1986
Associate of Arts: Business
Illinois Valley College - Oglesby, Illinois
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Resume Overview

Companies Worked For:

  • NORTHWESTERN MUTUAL-EFFNER FINANCIAL
  • STONEBRIDGE WEALTH MANAGEMENT
  • INDIAN PRAIRIE SCHOOL DISTRICT #204
  • THE NORTHERN TRUST COMPANY
  • NORTHWESTERN UNIVERSITY
  • FIRST NATIONAL BANK OF DES PLAINES
  • FIRST NATIONAL BANK OF OGLESBY

School Attended

  • Illinois Valley College

Job Titles Held:

  • Financial Representative Assistant/Sales Execution Team
  • Executive Assistant/Client Service Director
  • Student Services District Coordinator
  • Personal Trust & Private Banking Associate
  • Administrative Assistant
  • Executive Assistant/Personal Banker

Degrees

  • Associate of Arts : Business

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