Marta Bartoszek Email & Phone Number

Hamilton, On, Ca

Provide administrative support for a number of Investment Advisors, such as answering telephones, assisting clients and resolving a range of administrative problems and inquiries.Responsible for opening new client accounts, assuring all necessary paperwork and legal IIROC requirements are met. Schedule and coordinate meetings, appointments, and events for Investment Advisors. Responsible for handling insurance and investment transaction.Responsible for compiling data in preparing spreadsheets and other confidential reports.Serve as a liaison among agents, advisor, claimants and other staff.Experience with financial and processing programs such as FundServ, NetRep, iMost, Croesus, GoldMine, and Microsoft Office.

Used characteristic of being a perfectionist when creating excel spreadsheets to organize company executives' meetings and daily appointments. Analyzed spreadsheets to track the company's cash flow on expensed office orders.Use organizational skills to acquire and complete bank deposits for the entire office on a daily basis. Keep a record of money transfers from different mutual fund companies.Responsible for completing daily Fed-Ex orders. Entail having to register each package online then correctly and precisely tracking the information in the office logs. Use maturity and confidentiality to organize and segregate investment broker's mail.Use communication and people skills to deal with clients on the phone and in the office. Have acquired great skills in Excel, Powerpoint, Word Perfect, and Outlook.

Use time management in order to learn how to balance all tasks as well as interpersonal skills when interacting with fellow employees. Maintain a high level of customer satisfaction when responding to e-mails and helping customers who have questions or need product information Responsible for completing weekly call reports and weekend audits.

Worked on a construction site where I had the responsibility of booking and attending Pre-Delivery Appointments with new home owners.Had the responsibility of noting all the deficiencies and defects located throughout the owners home.Was committed to arranging and following up with client appointments and approving move-in dates and times.

Used great communication and people skills to inform and educate interested clients on Rogers products. Reliability and maturity was expected to execute scheduled events on Western's campus three times a month. Was responsible to set up banners, hand out flyers, and Rogers memorabilia to passing people.

Bachelor, Art Economics And

B.A., Economics

B.A. Economics, Economics & Psychology

Education record