Provided comprehensive administrative support to David Bonomi, Wealth Management Advisor, including managing calendars, scheduling appointments, and organizing meetings.Utilized advanced Excel skills to create and maintain financial reports, budgets, and client portfolios.Demonstrated proficiency in Word to prepare correspondence, reports, and presentations.Acted as the primary point of contact for IT support, troubleshooting technical issues and coordinating with external IT vendors to ensure smooth operations.Led and participated in various projects, overseeing timelines, resources, and deliverables to ensure successful completion.Managed confidential client information and records, ensuring compliance with regulatory requirements.Collaborated with team members to streamline processes and improve overall efficiency.Assisted with other tasks as needed, demonstrating flexibility and a willingness to take on new challenges.

Developed and implemented financial policies based on research findings• Manage portfolios and build strong relationships with clients• Constantly network and extend individual client base• Advised multi-million dollars in assets

Assisted with preparing corporate and audit client files• Utilized computer software to sort and organize client binders

Learned and familiarized myself with the products sold and provided by NESCOR• Met with prospective clients and explained products and services offered• Set up consultation appointments