Dedicated and focused assistant who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority. who answers a high volume of incoming calls while handling in-person inquiries from clients and colleagues. Flexible and hardworking with the drive to succeed.
Maintained an up-to-date pipeline.
Made copies, sent faxes and handled all incoming and outgoing correspondence.
Organized files, developed spreadsheets, faxed reports and scanned documents.
Managed the day-to-day tactical and long-term strategic activities within the business.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Maintained confidentiality of bank records and client information.
Effectively managed more than 70 client relationships.
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