• Preparing guests or client accommodations• Creating presentations, documents, files, spreadsheets and databases • Arranging for the delivery of domestic packages• Preparing financial plans and life insurance policies for delivery to clients• Act as back-up to manager in performing business operations duties• Provide required support to operations manager • Update internal operation procedures document as needed• Coordinate with manager to schedule team meetings and… Show more • Preparing guests or client accommodations• Creating presentations, documents, files, spreadsheets and databases • Arranging for the delivery of domestic packages• Preparing financial plans and life insurance policies for delivery to clients• Act as back-up to manager in performing business operations duties• Provide required support to operations manager • Update internal operation procedures document as needed• Coordinate with manager to schedule team meetings and to provide follow-ups.• Support the manager in managing and resolving operational issues• Sort and distribute mails and faxes to respective personnel• Order, store and organize all office supplies• Responsible for logging and mailing of client life insurance premium payments and financial plan fees• Mobile depositing monies into retirement accounts• Assisting the lead compliance officer with monitoring new account openings, documents, and transactional activities to ensure accuracy and compliance with relevant laws, rules, and regulationsSalesforce System Administrator. Show less

• Organized listings for the sale of various products• Responsible for product research in order to accurately describe items for sale• Financial record keeping• Proofreading and editing documents• Handled correspondence