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.
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
