•Generate sales orders, purchase orders and subcontracting purchase orders•Source, quote and purchase standard and non-standard stock items•Follow up with vendors on purchase orders•Expedite sales orders•Obtain freight quotes•Accounts payables /collections for both domestic and international customers•Bank deposits•Assist customers with open orders reports, delivery status as well as delivery paperwork for domestic and international customers•Provide administrative support to sales, management and the warehouse•Back up for Billing and Receiving Departments

•Greet Clients•Answer phones- forward calls to proper staff, or handle myself•Schedule appointments for attorneys at any of the four offices•Build new client files for attorneys•Maintain inventory of office supplies•Finalize legal documents•Witness document executions

•Provide administrative and marketing support functions for nine (9) financial advisors •Supported the assistant branch manager •Provide telephone service to clients and potential clients regarding account information, current stock quotes and trades of stocks, bonds and mutual funds•Backup reception coverage.

Assistant to Branch Manager; provided administrative and marketing support functions for seven (7) financial advisors provided telephone service to clients and potential clients regarding account information, current stock quotes and trades of stocks, bonds and mutual funds, backup reception coverage and maintained office petty cash.

•Provide comprehensive support for Stockbrokers•Coordinate day-to-day activities and ensure smooth operations•Assist clients with product information, pricing, and availability•Take orders and complete order processing procedures•Perform collections on accounts•Maintain daily commission blotter and reconcile monthly•Prepare and process mass mailings•Prepare daily bank deposits•Answer phones, screen calls, handle inquiries and field calls•Maintain office calendar, schedule appointments, update filing system

•Perform a myriad of clerical, secretarial and administrative duties for the CEO•Type administrative correspondence, memos and reports•Accounts payable and accounts receivable•Schedule out-of-town meetings and make travel arrangements•Assist the CEO in daily operations and special projects•Coordinate annual meetings, arrange venue and meals exceeding 150 people