Linda Whitcomb Email and Phone Number

• Executive Assistant to 3 Regional Directors, Associate Regional Director and Analyst.• Coordinated travel arrangements for 5 associates across 9 states.• Became the division’s “subject matter expert” on modifications to Director Travel Policies, remaining abreast of current guidelines as well as educating Regional Directors on changes to regulations.• Updated regional calendar daily.• Tracked and processed weekly expenses for entire team using Concur.• Event coordinator – worked with hotel and restaurant staff to schedule meetings, plan menus, handle financial arrangements.• Instrumental in planning and executing Regional Educational Events for upwards of 200 Financial Advisors.• Attended events in order to oversee the registration table and facilitate the operation of the function.• Assembled materials from a variety of sources for seminars.• Created Pitch books for multi-million dollar recruits; marketing the firm’s vast investment capabilities and intellectual capital.• Acted as the liaison between the firm’s Financial Advisors, Regional Directors and Asset Managers. Helped drive fee-based revenue through screening Regional Director’s calls and gaining industry knowledge to answer questions from FAs.

• Worked as a liaison and maintained calendars between pastors and congregation members.• Handled income and expenses for events, camps, mission trips and offerings. Collected funds for events.• Coordinated travel arrangements for three staff members.• Maintained demographic database for all youth through college age.• Coordinated event dates and times for multiple groups.• Produced flyers and brochures to promote events.• Handled high volume of phone interactions with students and parents.• Recruited, trained, and managed office volunteers.

• Directed customer calls to appropriate departments and answered service questions.• Maintained proper supply levels for all departments.• Coordinated repairs of office equipment.• Managed postage, shipping, and distribution of mail.• Created & maintained monthly calendars on Microsoft Publisher.• Ordered gifts and food for special occasions.• Entered sales transactions into Microsoft Dynamics GP (ERP system).• Maintained a list of outstanding debts incurred by employees; liaising with the accounting department to ensure arrears would be paid in full.• Monitored leave requests for all employees and kept data base current on employee information.

• Greeted clients with a warm welcome.• Operated a switchboard with 14 incoming lines and 136 extensions; conducted training for personnel on phone system.• Handled all courier services, (UPS, Federal Express, and local couriers).• Scheduled four conference rooms. • Kept current status log of all employees.• Maintained organization of reception area, conference rooms, supply room, and kitchen.• Kept inventory of supplies and ordered as necessary.• Handled incoming and outgoing mail.• Assisted with related clerical duties as photocopying, faxing, filing, and collating.• Handled special projects as assigned.