Robin Butler
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Robin Butler Email & Phone Number

Digital Specialist at Equitable Advisors at Equitable Advisors
Location: Buffalo, New York, United States 12 work roles
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Current company
Role
Digital Specialist at Equitable Advisors
Location
Buffalo, New York, United States
Company size

Who is Robin Butler? Overview

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Quick answer

Robin Butler is listed as Digital Specialist at Equitable Advisors at Equitable Advisors, a company with 3118 employees, based in Buffalo, New York, United States. AeroLeads shows a matched LinkedIn profile for Robin Butler.

Robin Butler previously worked as Digital Specialist at Equitable Advisors and Administrative Assistant, Branch Digital Champion at Equitable Advisors.

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Equitable Advisors

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Profile bio

About Robin Butler

I have 20 years of administrative & customer service experience in all aspects of supporting upper management. Excel in maintaining accuracy, meeting deadlines, creating reports, managing multiple projects concurrently with strong detail, problem solving and follow-through. Serve as primary point of contact for and liaison between management, personnel, and vendors. Maintain excellent written and oral communication skills, problem resolution abilities, and a high level of confidentiality. I have gained a wealth of experience through hands on, day to day tasks. I am able to adjust to change easily, making myself a strong asset for my company. In January 2020, our company left the AXA Group and we were rebranded as Equitable Advisors ,LLC. My work experience with AXA Advisors and Equitable Advisors has spanned over 13 years.Specialties: Excel Reports, Special Projects, Digital Tools, Training of Digital Tools, organization.Schedule a meeting with me: https://calendar.cirrusinsight.com/schedule/robin-butler

Current workplace

Robin Butler's current company

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Equitable Advisors
Equitable Advisors
Digital Specialist at Equitable Advisors
Website
Employees
3118
AeroLeads page
12 roles · 25 years

Robin Butler work experience

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Digital Specialist

Current

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.

Jun 2021 - Present

Administrative Assistant, Branch Digital Champion

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.

Jan 2020 - May 2021

Owner

Bear Road Cottage

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!

Nov 2017 - Jan 2022

Administrative Assistant Digital Branch Champion

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.

Jan 2017 - Jan 2020

Administrative Assistant

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
Jan 2014 - Jan 2017

Administrative Marketing Assistant

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.
  • 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.
Apr 2007 - Jan 2014

Distributor

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.

Mar 2015 - May 2019

Office Manager/Administrative Assistant

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.

May 2006 - Feb 2007

Administrative Assistant

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.

Feb 2006 - May 2006

Administrative Assistant/Call Center

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.

Feb 2003 - Feb 2006

Receptionist/Bookkeeper

Stephan Klajbor Design, Inc.

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.

2002 - 2003 ~1 yr

Receptionist/Bookkeeper

Cowlsville, NY

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

2001 - 2002 ~1 yr
Team & coworkers

Colleagues at Equitable Advisors

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FAQ

Frequently asked questions about Robin Butler

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What company does Robin Butler work for?

Robin Butler works for Equitable Advisors.

What is Robin Butler's role at Equitable Advisors?

Robin Butler is listed as Digital Specialist at Equitable Advisors at Equitable Advisors.

Where is Robin Butler based?

Robin Butler is based in Buffalo, New York, United States while working with Equitable Advisors.

What companies has Robin Butler worked for?

Robin Butler has worked for Equitable Advisors, Bear Road Cottage, Axa Advisors, Llc, Axa Advisors, and Advocare.

Who are Robin Butler's colleagues at Equitable Advisors?

Robin Butler's colleagues at Equitable Advisors include Kevin Dillaway, Maggie Kays, Trevor Borgschatz, Gianluca Sbrocca, Cres, and Rene' Clardy.

How can I contact Robin Butler?

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