Ingrid Fleming Email & Phone Number

Denver, Co, United States

Greater Denver Area

Ensure smooth and efficient operation of a busy financial services office and support management and the wealth management team to allow them to focus on their tasks while creating a welcoming environment for clients

1776 Lincoln St., Denver, Co 80203

Building and managing personal relationships with current high net worth clientsIdentifying and generating leads from current financial advisor platforms to increase assets under managementExceeding client expectations by providing solutions and quality service to clients to increase business with themAssisting with Marketing and PR campaignsManaging president’s calendar, travel, meetings and eventsTraining clients on online wealth management toolsMaintaining and querying CRM databases (SalesForce and Redtail)Running and analyzing financial reports and data in ExcelDrafting business communication in Word and designing PowerPoint presentationsScheduling and conducting Webinars

Greater Denver Area

Coordinated domestic and international travel; planned and executed local meetings and conferences and assisted with international meetingsManaged leaders' schedules and calendars - arranged appointments, meetings, and conference callsPerformed additional duties including procurement activities, email communications, and office productivity applications (Word, Excel, PowerPoint)Received and screened incoming telephone calls and e-mails and resolved routine to complex inquiriesPrepared expense reports and reconciled department P-CardWorked with HR and IT to on-board new hiresPrepared routine and non-routine special reports and presentations including researching, gathering and summarizing highly complex/confidential dataComposed written descriptions of results, prepare presentations and made interpretations and recommendations as appropriateEstablished and maintained highly confidential files and recordsPerformed additional duties in support of functional work such as procurement, communications, international video conference and WebExUsed initiative and independent judgment with frequent access to confidential and highly complex informationProvided information around corporate policy and interpreted and communicated the senior leader’s intent to other managersAssisted with various ad-hoc projectsSet up and managed international video conferences and WebEx

Greater Denver Area

Provided high level administrative and sales support to the National Sales Manager and Regional Vice Presidents. Organized more than 50 major sales events, meetings, seminars and other events nationally and locallyScheduled all travel for three executivesMaintained 3 calendars and monitor project deadlines and schedule executive meetingsPrepared expense reports for three executivesAssisted Accounting with preparation, processing and tracking non-cash comp reimbursement and tracking budgetsMaintained personnel files and work with IT to set new hires and terminations Designed training and orientation for new hiresSet up video conferences (local and offsite) as well as WebEx and conference calls with 100+ participantsTracked sales staff performance, ran reports from SalesForce database, edited and formatted reports and distributed to Senior Management Worked closely with Sales Desk Management on sales campaigns and other promotional activities Maintained and ordered all office supplies, software and equipment for the internal sales desk and external sales force Worked on special projects for the Senior Vice President as neededMaintained effective working relationships with persons at all levels within the company including executive management, sales staff as well as vendors, financial advisors, compliance authorities and clients

Assistant to the President; Marketing Support§ Assisted the Chairman and President with mergers and acquisitions activities by organizing and managing work flow on projects § Coordinated marketing materials and executed client/prospect mailings, including writing and proofreading copy § Worked with ad agencies in developing marketing and advertising programs. § Maintained client/prospect database and file system § Developed presentations and templates for documents and marketing materials § Designed layouts for flyers and brochures. Performed market/prospect research using the Internet. Tracked results and expenditures of direct mailing campaigns and prepared reports. § Provided general administrative support such as calendaring and international travel planning and event coordination

Munich Area, Germany

§ Supported four direct reports and project teams § Produced and translated a variety of correspondence, reports and presentations as well as technical documents English/German using the appropriate office equipment and software for word processing, graphics, and spreadsheets§ Performed simultaneous interpretation in international meetings § Set up, maintained and updated service/recalls and technical campaigns database § Reviewed and monitored department financial/personnel budget and prepared forecasts § Screened customer service calls, made travel/meeting/arrangements; arranged workshops and seminars § Maintained and updated executive calendar§ Prepared presentations for supplier meetings as well as reports and financial data for board meetings; trained and supervised other support staff, issued purchase orders § Communicated effectively with a variety of internal and external contacts

Neumünster Area, Germany