Administrative Assistant
Norman Broad & Associates
Red Bank, Nj
Worked for a CFP doing normal administrative duties such as typing letters, spreadsheets, keeping database up-to-date and PowerPoint presentations. Helped clients with any requests they had about their IRA's, 401k's, medical and life insurance. Help fill out applications. Worked closely with financial institutions such as John Hancock, Prudential, Allianz, Hartford, American Funds and Inland Reality and etc. Making sure my boss was up-to-date on rules implemented by FINRA.