Daily responsibilities include preparing reports, relationship management, schedule maintenance and coordinating with client services. -Interface with employees and external contacts-Build and maintain positive and effective working relationships-Positive customer service and interpersonal skills-Confirm Appointments-Maintain three calendars-Keep up to date with Weekly Activity Reports, Blueprints, and Dashboard-Prepare Progress Session Sheets-Prepare Service forms -i.e. Service Requests, Money Movement and New Account forms

I assist the President, Financial Advisors, and Client Service groups at Tulsa Wealth Advisors | Raymond James. I help team members with every day admin tasks and above all, I am responsible for providing clients with a positive experience when they visit Raymond James. - Answer the phone and transfer to specific office associates- File IMPAC Agreements- Greet clients with a warm welcome- Open and sort all mail packages - Order office supplies- Prep Progress Session sheets and Follow Up Progress Session letters- Prepare checks for Client Service- Prepare wholesale lunches- Reminder phone calls for next day appointments- Reschedule Appointments for the President Tulsa Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

-Administrate items of business as well as assisted in executing projects & new business plans-Coordinate inventory orders on office supplies-Drafted meeting agendas and supplied materials in advance for monthly board meetings-Gathered information from prospect borrowers -Input incoming checks and distribute monthly billing statements-Planed and schedules meetings and appointments-Open, sorted, and distributed incoming messages, correspondence and mail-Organized and maintained files and records-Oversaw receptionist area, including greeting visitors and responding to telephone and in-person request for information-Ran errands for executives when necessary

-Accurate knowledge for new merchandise-Answered customers' questions about merchandise and advise customers on merchandise selection-Drove sales by focusing on customer service, merchandising and teamwork-Focused on achieving weekly and monthly sales goals--Kept up to date with special promotions-Responsible for processing cash and card payments-Set up advertising signs and displays of merchandise

-Answered customer’s questions on merchandise and advise customers on merchandise selection-Created daily content via Instagram, Twitter and Facebook -Interacted with customers via social media-Researched and forecast upcoming trends-Styled and photograph models

-Created and maintained relations with vendors-Created 2015 excel order budget-Gathered and prepared line sheets for staff meetings-Gathered information from vendors regarding market trends and competitor activity-Negotiated with vendors on availability, distribution, delivery deadlines and price.