Jonathan Hoffman Email & Phone Number

Woburn, Massachusetts, United States

Woburn, Massachusetts, United States

Woburn, MA

Bedford, NH

• Made cold calls to potential clients to schedule initial financial planning meetings
• Supported the Financial Planner by speaking with clients, scheduling additional meetings, entering data into spreadsheets and documents, and handling confidential correspondence
• Sat in on client meetings to learn more about creating the best financial plan for clients with different profiles
• Organized Excel spreadsheets with client information
• Provided additional support to the front desk by answering incoming calls

Woburn, Massachusetts

-Made daily sourcing calls-Creating spreadsheets to keep track of invoices-Assisted recruiters by calling potential hires-Updated contacts in the company’s database-Worked directly with office manager

-Responsible for building a local house painting branch from the ground up-Produced $40,000 worth of business -Managed four employees, including hiring, firing, and overseeing production-Ordered and transported all materials-Marketed business by cold calling, networking, and sending out hundreds of flyers-Liaised with customers to provide estimates and.