- Creates and maintains documentation of sensitive and confidential information- Office management- Payroll and timecard evaluation - ADP Workforce proficient - Employee recruitment and conducts interviews - Human Resources reporting and documentation- Processes purchase orders- Inventory analysis- Proficient in Excel, Word, Powerpoint, Citrix, Great Plains, Google sheets- Customer Service- Shipping coordination- Regulates safety compliance

- Schedules meetings- Responsible for client communication- Works autonomously under the direction of owners- Recruits staff for project needs- Keeps inventory and orders materials as necessary- Collects, records, and processes invoices and payments- Manage day-to-day operations- Social media

- Accountable for the punctuality of each family members' schedule and activities- Organizes family calendar, finances, and travel- Takes initiative in cultivating everyday activities that encourage educational, social, and physical skills

• Transcribe dictation, type correspondence, and maintain client case file. File new statements, account forms and other insurance/investment related materials.• Maintain financial representative-s calendar, schedule follow-up appointments. Direct phone calls to appropriate personnel. •Process telephone redemptions/transfers (based on associate financial representative-s NMIS registration.) • Process loan/surrender requests for Variable Annuity/Variable Life.• Create/input asset allocation recommendations, investment planning proposals (asset allocation module), printing proposals and hypotheticals. • Gather internal information for registered representative-s meeting with client/prospect (e.g., prospectuses, annual reports, and Morningstar reports).• Handle incoming related insurance service requests from clients.• Prepare policies for delivery and run account summaries for variable and securities owners. • Follow-up with clients to confirm receipt of forms or request for form completion and return.• Pre-check insurance applications, conversions and policy changes for completeness and accuracy. Arrange medical, paramedical and any exams necessary for underwriting. • Provide current status, account values, and benefits related information to clients. • Actively participate in conservation of business which includes: consult with clients on impact of cash values and repayment of policy loans, sales charges, surrender charges, and account transfer fees.• Participate in various activities of the sales cycle with the support of employing financial representative.

• Responsible for sales journal and bank transactions. • Gained public relation skills through interaction among patrons. • Collaborated among employees to improve customer satisfaction.