Assisted in creating financial plans for incoming clients by pulling various mutual fund reports, ticker symbols, and research information from Merrill Lynch programsCreated marketing materials for the Bracci-Honaker Wealth Management Group including executive biographies, investment strategies, and portfolio returns Prepared various informational client facing presentations using PowerPointAssisted a team of financial advisors with calendar management as it related to important client meetingsDistributed informational fact sheets to prospective clients resulting in increased business

Trained to perform numerous managerial roles spanning various aspects of the businessAssisted customers with order processing, scheduling pickups, tracking products, and researching inquiriesSupervised daily operations on both inbound and outbound shiftsResponsible for reviewing billing and receipts to ensure correct processing Worked with customers to resolve issues and arrange pick-up orders