Diligent and driven individual who has achieved success in a variety of roles with increasing levels of responsibility.
Managed team of 9 of professionals.
Hired all new staff employees
Monitored/approved vacation requests
Performed annual staff reviews
Executed all wire tickets, initiated all in-coming transfers
Entered deposited in client accounts/made deposit at local bank
Established investment accounts
Cross-trained and provided back-up in other area when needed.
Created monthly reports to show production for the month.
Received and screened a high volume of external communications.
Provided assistance to Financial Representatives and/or their assistants with their questions regarding paperwork or system.
Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
Processed applications, payments, corrections, endorsements and cancellations.
Screened telephone calls and inquiries and directed them as appropriate.
Series 6, 63, 26 & Life/Health
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