Communicates and assists broker with Life, Health, Disability, and Group insurance. Participate in daily operational functions for delivery of superior quality service. Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all premium monies assigned. Proactively participate in the sales/quality referral process of the agency as directed by management. Communicate with insurance companies, Healthcare.gov and clients on… Show more Communicates and assists broker with Life, Health, Disability, and Group insurance. Participate in daily operational functions for delivery of superior quality service. Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all premium monies assigned. Proactively participate in the sales/quality referral process of the agency as directed by management. Communicate with insurance companies, Healthcare.gov and clients on a day-to-day basis by facsimile, telephone, typed correspondence and email within lawful limits. Supply ordering for entire company. Daily Correspondence/Calendaring/Mail. Show less

Participate in daily operational function of branch Teller being responsible for delivery of superior quality service while adhering to corporate, regulatory, and audit guidelines. Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Proactively participate in the sales/quality referral process of the branch as directed by management.

Meets with clients to plan day trips. Organizes trips with all vendors/stops to ensure fun and productive day. Escorts day trips. Collects monies from clients and distributes to vendors to pay for outings. Takes reservations for shuttle service. Coordinate cruises and various trips for clients as requested. Solicitation of various communities and groups to grow business. Represents firm at trade shows. Work with several large corporations setting up corporate travel such as Air, Car and… Show more Meets with clients to plan day trips. Organizes trips with all vendors/stops to ensure fun and productive day. Escorts day trips. Collects monies from clients and distributes to vendors to pay for outings. Takes reservations for shuttle service. Coordinate cruises and various trips for clients as requested. Solicitation of various communities and groups to grow business. Represents firm at trade shows. Work with several large corporations setting up corporate travel such as Air, Car and Train Travel, Hotels, Buiness Dining and Entertainment. Show less

Greets customers, answers phones, furniture and accessory transactions. Filing of invoices, acknowledgments, bills of lading and payments to vendors, which help with inventory control, helps resolve customer complaints. Some visual marketing and sales. (This was a part-time position).

Responsible for all facets of running a small two person law firm from receptionist duties to creating and filing of pleadings (family, bankruptcy, civil, estate planning) under direction of licensed attorney. Communicate with sole practitioner, courts, clients, opposing counsel on a day-to-day basis by facsimile, telephone, typed correspondence and email. Supply ordering. Review payables before sending to accountant for payment/Receivable receipting and bank deposits/Client billing. Daily… Show more Responsible for all facets of running a small two person law firm from receptionist duties to creating and filing of pleadings (family, bankruptcy, civil, estate planning) under direction of licensed attorney. Communicate with sole practitioner, courts, clients, opposing counsel on a day-to-day basis by facsimile, telephone, typed correspondence and email. Supply ordering. Review payables before sending to accountant for payment/Receivable receipting and bank deposits/Client billing. Daily Correspondence/Calendaring/Mail. Florida Notary Public. Show less

Responsible for all aspects of running a retail boutique, specializing in women's new and slightly worn fashions. Notary Public.

Show prospective buyers existing model home highlighting upgrades and special touches. Explain 3D site plan, available lots, and models available for building within subdivision. Tour actual subdivision by golf cart. Provide clients with brochures and incentives of month. Collect prospects pertain information for follow up. Data Entry. Communicate info by computer with home office. Send follow up correspondence to prospects at periodic intervals. Maintain list of building buyers whom visited… Show more Show prospective buyers existing model home highlighting upgrades and special touches. Explain 3D site plan, available lots, and models available for building within subdivision. Tour actual subdivision by golf cart. Provide clients with brochures and incentives of month. Collect prospects pertain information for follow up. Data Entry. Communicate info by computer with home office. Send follow up correspondence to prospects at periodic intervals. Maintain list of building buyers whom visited their properties for periodic building inspection and release safety equipment to them. Liaison between buyers and project managers. Maintain information on available lots. Attend monthly sales meeting in Maryland. Maintain refreshment closet, paper supplies, postal supplies. (This was a part time position). Show less

Communicate with vendors, students, professors, faculty and staff by phone and e-mail. Responsible for normal daily payables for entire university, which include student refunds, 1099's and taxes, professor payroll, expense reports. Supply ordering for entire finance department. Use of several different accounting packages, inclusive of Quicken. Company notary. Work closely with BCT and Provident Banks on financial accounts. Established credit card program with MBNA for university… Show more Communicate with vendors, students, professors, faculty and staff by phone and e-mail. Responsible for normal daily payables for entire university, which include student refunds, 1099's and taxes, professor payroll, expense reports. Supply ordering for entire finance department. Use of several different accounting packages, inclusive of Quicken. Company notary. Work closely with BCT and Provident Banks on financial accounts. Established credit card program with MBNA for university employee use. Accountable for legal paperwork and filings. Show less

Communicate with title companies, homeowners, closing law firms, recorder of deeds office and mortgage companies through USA on a daily basis; transmit exact information between them. Responsible for filing of paperwork correcting previously erroneous recorded information for legal descriptions on mortgages. Have amended endorsements issued for title policy putting Wells Fargo as 1st lien holder. Work with various government agencies and homeowners to release parcels of land encumbered by… Show more Communicate with title companies, homeowners, closing law firms, recorder of deeds office and mortgage companies through USA on a daily basis; transmit exact information between them. Responsible for filing of paperwork correcting previously erroneous recorded information for legal descriptions on mortgages. Have amended endorsements issued for title policy putting Wells Fargo as 1st lien holder. Work with various government agencies and homeowners to release parcels of land encumbered by easements or right-of-ways usually for DOT to complete some type of road work/maintenance. Resolve homeowner concerns. (Between 1/03 and 3/03, built new home after relocating from NC to WV) Show less

Manage daily calendar between portfolio manager, clients, trust officers/administrators and new business development officers. Transmit verbatim information between aforementioned parties. Take accurate and precise instruction from client/portfolio manger executing daily trade activity of their assets. Communicate client needs to BB&T staff and trading floor. Reallocate client portfolios with current bank allocations. Solve client problem/questions/concerns as they arise.… Show more Manage daily calendar between portfolio manager, clients, trust officers/administrators and new business development officers. Transmit verbatim information between aforementioned parties. Take accurate and precise instruction from client/portfolio manger executing daily trade activity of their assets. Communicate client needs to BB&T staff and trading floor. Reallocate client portfolios with current bank allocations. Solve client problem/questions/concerns as they arise. Relieve Portfolio Manager of general office duties. Maintain files, coordinate documentation and correspondence. Provide Portfolio Manger with pertinent reporting regarding assigned accounts. Coordinate information materials for client presentations. Provide Personal Trust Staff with administrative support as needed. Show less

Managed the investment portfolios of, and maintained client relationship with Personal Trust, Estate, Investment Management and Employee Benefit Accounts up to $1 Million. Help client fashion investment objectives and review their appropriateness on a regular basis. Create portfolios which meet investment objectives and effectively administers transaction and reporting functions. Effectively explain the bank's investment policy and process 1) internally to banking officers, business… Show more Managed the investment portfolios of, and maintained client relationship with Personal Trust, Estate, Investment Management and Employee Benefit Accounts up to $1 Million. Help client fashion investment objectives and review their appropriateness on a regular basis. Create portfolios which meet investment objectives and effectively administers transaction and reporting functions. Effectively explain the bank's investment policy and process 1) internally to banking officers, business development and administrative officers, and 2) externally to current client and prospects. Recognizes and responds promptly to opportunities for additional business by cross-selling bank services, developing additional trust business and effectively selling prospects on our services. Series 7 and 63 licensed. Real Estate licensed. Various Life and Health Licenses. Show less