• Handles clerical tasks including data entry, client’s records management, and billing as the assistant to the Registered Financial Representative.• Executes daily spreadsheets for clients in Microsoft Excel to track the progress of stock positions in accounts, percentage of growth, maturity rates, year to date summations and the unit value of an investment.• Collaborates with two office assistants to coordinate business meetings, maintain database entry, and ensure the delivery of premium services to clients.• Represented my office at the Securities America Assistant University Conference, which included workshops; “Developing leadership in challenging times,” “Increasing productivity,” “Developing new business, and Developing effective teams.” • Received high levels of customer satisfaction while interacting with clients and providing customer support. • Prepares 401(K), Life Insurance policies, and group health policies for new clients. • Entrusted to manage the office in the supervisor's absence. Provides timely, courteous and knowledgeable response to client requests, screens and transfers calls, generates monthly account performance reports, frequently tracks client account transactions and prepared any forms for necessary monetary requests.

Conducted basic secretarial operations such as organizing and filling documents, screening telephone calls, planning and confirming meetings and conferences, and performing basic bookkeeping activities while also maintaining database records.