Retirement Plan Consultant - Administer qualified retirement plans, client inquiries, plan design, calculating contribution amounts, compliance testing, asset reconciliation, preparation of annual management report and IRS Form 5500, processing loan and distribution requests.

Agency Sales Assistant/Sales Material Review Consultant - Assist Agents in reviewing and submitting marketing material for approval. Support all two and under agents in order to help market and maximize their business. Review and submit business on behalf of my designated agents. Assist Compliance Officer in reviewing applications for the agency prior to submission.

Licenses - Series 6 & Series 7Compliance - Assisted Compliance Officer in reviewing and submitting correspondence for approval. Reviewed and approved in-house client updates. Submitted all agent appointments and followed up to make sure completed.Investments - Supported the firm's daily operational workflow of all transactions for stocks, mutual funds and annuities. Effectively handled agent account inquiries while simultaneously supporting the office and overall operations. Reviewed existing account paperwork for accuracy along with processing paperwork and opening new accounts from the agents. Experienced in processing investment business; assigned to train new assistants in that process.Executive Assistant/Administrative Assistant to Co-Presidents - Provided clerical and project support to Co-Presidents. Assisted with meeting and agenda coordination, correspondence preparation, creating proposals and presentations. Attentively solved client issues while paying great attention to detail and organization.