Robin Butler Email & Phone Number

350 Essjay Rd., Suite 300, Williamsville, Ny 14221

I help advisors leverage, integrate, and maximize the value of the tools at their disposal. It is vital for staff and advisors to adopt digital innovations to help them achieve their business goals and improve business cohesion. My goal is to create a positive impact while supporting my branch by providing the education of Equitable’s digital tools and resources.Adopting digital technology can have a number of benefits for those that choose to do so. Digital technology will streamline processes, increase efficiency, improve productivity, enhance the employee experience, refine communication and promote an agile working collaboration.

350 Essjay Rd., Suite 300, Williamsville, Ny 14221

My job is to make sure advisors are thoroughly educated on how to use Salesforce as well as other digital tools such as, Asset Map, ZynSuite, Outlook, ClientWorks, and My Marketing Station just to name a few. I established a training regimen to assist new advisors with learning how to utilize our CRM Client Database (Salesforce). Salesforce is used as the hub of an advisors business process and helps to keep them on track and organized to not only ensure business gets processed but also to effectively assist their clients, ensuring they can work towards their financial goals.I work closely with my Branch Operations Manager in assisting with special projects and anything he may need assistance with. Other job duties include, but are not limited to, Marketing Events for new advisors, sending out mailers, assisting with technology troubleshooting, and maintain the branches internal SharePoint site. I also assist the compliance department to ensure any outgoing letters, marketing pieces are up to date and compliant.

Lancaster, Ny

Our vision is to make old things new again by up-cycling it to give it a beautiful new life. We make use of new and used materials to craft handmade gifts and décor. Creativity is in everyone, inspiration comes from your surroundings, we enjoy creating so our customers are surrounded by inspiration!

350 Essjay Rd., Suite 300, Williamsville, Ny 14221

My job is to make sure advisors are thoroughly educated on how to use Salesforce as well as other digital tools such as, Asset Map, ZynSuite, Outlook, ClientWorks, and My Marketing Station just to name a few. I established a training regimen to assist new advisors with learning how to utilize our CRM Client Database (Salesforce). Salesforce is used as the hub of an advisors business process and helps to keep them on track and organized to not only ensure business gets processed but also to effectively assist their clients, ensuring they can work towards their financial goals.I work closely with my Branch Operations Manager in assisting with special projects and anything he may need assistance with. Other job duties include, but are not limited to, Marketing Events for new advisors, sending out mailers, assisting with technology troubleshooting, and maintain the branches internal SharePoint site. I also assist the compliance department to ensure any outgoing letters, marketing pieces are up to date and compliant.

350 Essjay Rd., Suite 300, Williamsville, Ny, 14221

• Provide administrative support to a group of 19 Financial Professionals. Manage schedules,typing letters, organizing events and seminars.• Create and maintaining district reports and procedures and execution of procedures.• Assist with recruiting qualified Financial Professionals, track progress of essential exams andlicensing, liaison between candidates and management.• Maintain marketing supplies

350 Essjay Rd., Suite 300, Williamsville, Ny 14221

• Support all 5 year associates and higher as needed. Process transfers – start to finish, LPL/Mutual Fund account set up from start to finish (Direct Business, Sam (I,II) OMP, Brokerage, Advisory etc. Process applications, Salary Reduction Agreements for 403(b) accounts, Customer Service work including preparing documents to send out to clients and processing them once returned, calling service centers for updates on forms submitted making sure the request gets completed.• Filing, faxing, emails. Ensure advisors have the correct version of all forms and applications, prepare them for client meetings.• Relief receptionist for breaks and vacations.

Alden, Ny

Advocare provides several lines of Nutrition and Weight Loss Supplements.Looking for more energy, overall wellness, weight loss or sports performance we have the products and tools to customize a personalized plan for you.Our products are reviewed by Informed-Choice which is a quality assurance program certifying that products and their ingredients have been tested for inadvertent contamination with substances prohibited by the World Anti-Doping Agency (WADA). The Informed-Choice program encompasses a detailed evaluation of the entire product manufacturing process from raw material supply, to endpoint packaging and storage. Product testing through Informed-Choice is conducted at HFL Sports Science, an ISO 17025 accredited laboratory with extensive WADA experience. HFL is the world's largest sports regulatory and research lab and the world's most experienced provider of commercial supplement testing services.AdvoCare has contracted with Informed-Choice to test in a more expansive, customized program. Specifically, a total of 200 substances encompassing the lists of all major professional sports organizations and National Collegiate Athletic Association (NCAA) are tested on a routine basis. It is the most comprehensive certification schedule for dietary supplements in the Informed-Choice program which currently covers 140 companies in at least 45 countries, and the most comprehensive evaluation by a single company in the USA or globally. Testing encompasses 20 product lines, covering 46 flavors/forms and over 1,000 lots annually, with blind testing of products throughout the year.

162 Colgate Ave., Buffalo, Ny 14220

Administrative Assistant for Project Managers: Assisted Project Managers expediting submittals to contractors, tracking submittals ensuring all drawings, samples etc. are returned within time period specified. Reviewing cut lists for accuracy, writing purchase orders for materials, all correspondence to architects, general contractors, vendors, engineers, sub contractors. Maintained spec books for selected projects and many miscellaneous tasks as needed. Arrangements for flights (check-in and flight status), hotel, and car rental reservations to out of town jobsites. Faxing, filing, copying, internet research. Nextel Phones: Managed the account of all company Nextel cell phones. Monthly review of bill, checking usage, overages, additional charges. Worked directly with Nextel representative ordering phones that would work for each individual employee as well as getting replacement phones and accessories. Receptionist: Answering high volume multi-line phone system, greeting guests, daily attendance record keeper, personal assistant to the President and Chief Financial Officer, faxing, filing, copying (Xerox 510 for blueprints), email, memos, professional letters, hotel reservations, flight reservations (check-in and flight status), car rentals, assisted accounting department weekly choosing safety sheets for the shops weekly safety meetings and stuffing pay checks, ordering and maintaining inventory of all office supplies, handling of all UPS and FedEx ingoing and outgoing packages.

755 Seneca St. #202, Buffalo, Ny 14210

Answer multi-line phone system, greeting guests, faxing, filing, copying, compile spec books for projects, type up proposals, letters and other miscellaneous documents.

511 Farber Lakes Dr., Williamsville, Ny 14221

Medicare Seminars:Selected by management to spearhead coordination of Medicare seminars with outside agency to streamline reservations to one focal point and provide efficient communication to internal personnel and the outside agency to substantially fill seminars to maximum capacity. Managed daily reports to facilitate management and sale with accurate information on the status of multiple seminars for the upcoming day which provided organized information to achieve a successful seminar.Development of training materials:Created, planned and managed all training materials related to pharmacy benefits to provide tools for member services to provide accurate information to members. Initiated creating multiple word documents to assist navigating through pharmacy system. Organized communication between member reps, training staff, pharmacy dept., and management. Recognized for taking on new challenges with positive attitude Customer Service:Providing excellent customer service in a high volume call center environment for a WNY based Health Solutions Company. Answering member calls for all commercial, TPA, government, PPO and Pharmacy Innovations policies in a timely, professional and accurate manner. Knowledge of processes, claims interpretation and reprocessing. Familiarity with medical billing and terminology. Meeting departmental quality standards in both speed and accuracy. Recognized for providing dedication and compassion to the job and the members being serviced.Adopt-a-Family:Volunteered to assist in fund-raising efforts to provide local families the essentials during the holiday season. Coordinate events which significantly increased monetary donations.

East Aurora, Ny

Answer multi-line phone system, greeting guests, faxing, filing, copying, and typing up proposals, letters and other miscellaneous documents, update sample library, as well as other miscellaneous duties. Light bookkeeping.

Cowlsville, Ny

Answer multi-line phone system, greeting guests, faxing, filing, copying, and typing, maintain bid list, order office supplies, light bookkeeping.