Joy Romage Email & Phone Number

Dayton, Ohio

• Position Description -- Provide full time administrative support to the executives as well as supporting the entire consulting team. Provide support by answering a multi-line phone system, calendar management for the.
• Provide logistical support for briefings, including room reservations, room set-up, agenda preparation, PowerPoint presentations, materials printing and calendar maintenance
• Schedule conference calls for consultants and clients using WebEx and Zoom
• Input documents into the records management system using Box.com
• Assist with event planning, including associated travel and logistical arrangements
• Create excel template for tracking system for tracking consultants travel expenses

Dayton, Ohio, United States

• Provide full time administrative support to the Vice-President and processing department. Provide customer support by answering a multi-line phone system, calendar management for the Vice-President and other advisors.
• Provided logistical support for programs, meetings, and events, including room reservations, room set-up, agenda preparation, materials printing and calendar maintenance
• Created Excel tracking system for annuity reallocations
• Co-creator of Excel spreadsheet to track and RMD (Required Minimum Distributions) payments to clients
• Suggested improvements to presentation of accounts
• Create account reports for client visits using Envestnet asset management system

Dayton, Ohio, United States

• Staffing firm – Staffing firm for American Family Insurance agents. Worked full time for American Family agents in the Dayton area.Position Description – Manage the office, answer multi-line phone system, wrote auto.
• Licensed to sell property, casualty, life and health insurance
• Created numerous Excel spreadsheets for improved tracking of production & inventory
• Scored a perfect 10 for customer service on JD Powers client surveys
• Managed the customer data base ADS
• Answered a multi-line phone system

Dayton, Ohio

• Retail Gift shop – Sold handcrafted items in a retail store, direct mail order and area craft shows.Position Description – Managed a retail gift shop. Maintained business records, accounts payable and accounts.
• Transitioned from a home business to a retail store front
• Managed a successful business for 13 years
• Shipping & receiving of inventory
• Advertising (mail & in house ads) using a variety of computer programs
• Tracked sales, taxes, profit and loss