Alandra Bain Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts

• Coordinated domestic and international travel logistics and processed expense reports for team members in CONCUR• Prepared meeting materials for prospect, consultant, and internal meetings; compiled and formatted monthly AUM reports; prepared conference materials and prep notes• Maintained and updated contacts, meetings notes, and calendar entries in Salesforce, as well as pulled marketing contact lists from the CRM platform• Served as primary backup for my manager, an Executive Assistant, for four months during maternity leave; compiled meeting notes for team meetings; responsible for all aspects of calendar management for the Director of Americas Client Group• Distributed quarterly consultant updates and Acadian white paper pieces through the firm’s marketing platform, ACT-ON• Managed internal meeting requests for Directors, using tact and discretion to prioritize meeting requests• Communicated with public funds associations and consultant firms regarding annual memberships, contracts, and conference attendance, as well as internally track membership, conference budgets and contracts (~$300K); organized virtual marketing booths at numerous public funds conferences• Planned and executed Acadian sponsored events; managed contracts with external vendors, sent out marketing invites using ActOn, managed attendee lists and coordinated day-of logistics• Set up internal mock presentations for new portfolio managers which required cross communication with multiple teams throughout the firm• Helped facilitate retirement and anniversary parties• Updated database deliverables (monthly performance and quarterly characteristics) in Acuity Edge; attended bi-weekly calls with international vendors and executed meeting follow-ups

Greater Boston Area

• Assisted with calendar management for two Partners in Microsoft Outlook • Edited and polished PowerPoint presentations for meetings with the CEO• Assisted Partners of Company with incoming new business applications and processes for individuals looking to purchase auto and home insurance• Improved office efficiency by running daily activity reports to keep new and current business running smoothly• Oversaw daily operations on Applied Epic software including updating client’s information and processing new business/renewal policies into the agency’s system• Responsible for allocating new business and renewal commissions for the agents• Created marketing flyers to distribute to financial advisors and their clients to inform and educate them about the products/services we have to offer• Daily communications with insurance carriers, mortgage companies, dealerships and clients• Served as the liaison between partners of Commonwealth and dealerships by providing signed and stamped RMV-1 forms and insurance binders

Greater Boston Area

• Addressed and researched clients’ questions and administration issues from MetLife sales force, producers, brokers, agents or prospect contacts• Facilitated resolution of their inquiries and issues typically via phone calls, correspondence or emails• Developed, reviewed, organized, and distributed marketing materials to facilitate effective competitive positioning of product line supported• Worked with a team of CSR taking inbound calls to improve client relationship with the firm, generating $4 million in GDC (sales)