Executive Assistant to 2 VP's and 1 Director

Customer service to both new and existing clients.Represent the firm at various community events throughout the Tampa Bay area.Responsible for the day to day operations of the firm.

Director of Marketing:Identify unique cross-selling opportunities for advisors looking to expand their practice. Coordinate and follow up on client appreciation events for advisors.Assisting, implementation and follow up with advisors quarterly business plans.Facilitate firm driven target markets. Lead firm with re-branding process and initiative.Member of Management Team.Directly manage 2 interns and a firm telemarketer.Work individually with advisors seeking marketing guidance.Executive Assistant to Managing Partner:Schedule and coordinate all aspects of monthly firm sales meetings.Coordinate new team member orientation and training schedule. Oversee/Proofread/Edit Agency Operations Manual.Update firm quarterly contest.Creating and sending a monthly firm newsletter.Submit adviser’s marketing pieces for approval.