Optimized all administrative operations in an organized professional manner. Proficient in Microsoft Word, Excel, Outlook, PowerPoint, and QuickBooks.Assisted with projects, special events, presentations, and educational seminars. Leadership role in the publication of a bi-monthly newspaper meeting deadlines. Maintains sensitive confidential information in a professional manner. Launched and maintained Fan Page campaign that grew to 15,000 subscribers. Ability to… Show more Optimized all administrative operations in an organized professional manner. Proficient in Microsoft Word, Excel, Outlook, PowerPoint, and QuickBooks.Assisted with projects, special events, presentations, and educational seminars. Leadership role in the publication of a bi-monthly newspaper meeting deadlines. Maintains sensitive confidential information in a professional manner. Launched and maintained Fan Page campaign that grew to 15,000 subscribers. Ability to communicate effectively in written correspondence and verbal communication. Prepare reports, weekly invoices, monthly financial statements, quarterly reporting.Handled office communications, phone, fax, calendars, and office recordkeeping. Ordering office supplies, maintenance, equipment repairs, and scheduling within budget. Website, social media, emails, and database management.Experience working with Executive Board. Show less

• Partnered with the Financial Advisor to build trusted client relationships• Answer, and make follow-up phone calls to set or confirm appointments. • Deliver exceptional client service.• Update prospect and client data records. • Perform direct mail programs. • Assists with planning seminars

Customer Service