Emily Duvall Email and Phone Number

Executive Assistant to five leaders up to Partner level, providing:-billing support-time entry -calendar management -expense reports-travel arrangement-event planning -contract review -presentation preparation-CPE administration

Executive Assistant to five leaders up to Partner level, providing:-billing support-time entry -calendar management -expense reports-travel arrangement-event planning -contract review -presentation preparation-CPE administration

Served as Registered Assistant to three Investment Advisor RepresentativesFirst point of contact between clients and advisors, via phone calls, walk-ins and emails Maintained accurate client data in Redtail CRMOversaw the company calendar, including setting appointment times for all advisorsMet with client base to establish or update their financial planning data using eMoneyManaged portions of the company's compliance dutiesPrepared, audited and processed all client paperwork Organized and helped host all client eventsOperated as office manager, including supply purchasing and contact for vendors

Managed corporate client accounts involving warehousing and timely shipping Communicated directly with corporate account representatives and other industry professionals Assisted in docking logistics and documentation Responsible for billing major accounts; such as Walmart, International Paper, and Isuzu MotorsPromoted to Senior Customer Service Representative less than a year after my hire date