Kelly Guy Email and Phone Number

Handled daily operations for the Financial Manager at this branch office. I managed office scheduling utilizing Microsoft Office. Time management is important to a deliverable increase in office performance. I set client appointments via email and phone interactions. I utilized the skills I've developed from previous experience to cultivate a professional and welcoming experience for our customers. I provided business analysis by way of weekly portfolio snapshots. I sought out new business opportunities and looked for the best prospecting areas for the Financial Manager to visit. I communicated with the clients and get them access to the Financial Manager. I prepared presentations to show areas of improvement and opportunity. I conducted weekly planning meetings to keep us on target. I was responsible for marketing the branch office and driving sales forward. When we brought on new clients, I handled the in-processing and on-boarding of all new clients for the branch. I ensured their paperwork was properly filed in our systems and maintained their records.