Mandy Moore Email & Phone Number

Baton Rouge, La, Us

Baton Rouge, Louisiana Area

Key support to six project managers on the Project Management Team & seven analysts on the Business Intelligence Team all under the Office of Business Development. Executive Administrative Assistant to the Deputy Secretary. Prepare various forms including but not limited to expense reports, travel authorizations, time sheets, team progress reports, Salesforce reports, PowerPoint presentations, and spreadsheets. Perform editing on correspondence and proposals. Print and assemble written proposals and upload electronic presentations/proposals when necessary.Assist with scheduling appointments and booking travel plans for staff and clients. Assist with CEA contract monitoring. Compile and categorize RFPs into a "Site Benchmarking" report on a semi-annual basis for internal and external distribution.

Gonzales, La

Build and maintain client relationships, keeping current client goals up-to- date and recruiting new clients on an ongoing basis.Review clients' accounts and retirement goals regularly to determine whether life changes, economic/market changes, or financial performance indicate a need for plan reassessment.Keep records of client interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.Prepare for client appointments by assembling packets that include personalized investment performance reports, current market commentary, financial document summaries, and retirement income projections.Prepare Financial Advisor for initial appointments with new clients/prospects to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.Analyze financial information and risk tolerance obtained from clients to determine strategies for meeting clients' long term financial goals.Answer clients' questions about the purposes and details of financial plans and strategies.Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' overall financial goals and circumstances.Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, social security, education planning, and life insurance.Keep informed regarding pending firm wide and industry changes, trends, and best practices and assess the potential impact of these changes on daily branch processes.

Baton Rouge, Louisiana Area

Set up and maintain paper and electronic filing systems for records, annual TV and radio contracts, correspondence, and other material.Prepare and deliver sales presentations to new and existing clients to sell new TV, radio, and print advertising packages, and to protect and increase existing advertising.Provide Media Buyer with estimates of the costs of advertising products or services.Process all correspondence and paperwork related to accounts.Conduct audits to determine if TV and radio stations are running commercial spots as ordered.Prepare promotional plans, sales literature, media kits, and sales contracts, by collaborating with the Account Executive.Initiate market research studies or analyze their findings based on Census data.