Executive Administrative Associate
CurrentJuly 2014 - Present / CoreNorth Capital Planning - (Worked with Financial Advisors from New England Financial and MetLife to create CoreNorth as New England Financial/ MetLife closed the Wichita office). Extensive background in client operations, both within and outside the financial services industry allows for strengths in facilitating client daily needs and assisting with financial planning. Responsibilities include overseeing client services, coordinate and implement marketing communication projects, including public relations, special event, advertising, and creating brand awareness. Create documents, presentations and stationery using marketing materials such as brochures, data, slides, photographs, and social media. Maintain compliance regulations on all materials created. Retain and recruit advisors by determining ideal candidate targets and sources. Provide value proposition and materials throughout the process and maintain on-boarding process before and after hired. Ensure good morale and tools for productivity are in place for retention. Marketing Director-MetLife June 2010 - April 2014/Transferred from New England Financial within the same office location. Recruit and retain advisors. Coordinate and participate in all interviews. Provide value proposition and materials throughout the process. Coordinate onboarding process. Ensure good morale and tools for productivity in place for retention. Coordinate and implement marketing communication projects, including public relations, special events, advertising, and creating brand awareness. Create and carry out practice development by ensuring advisors have tools and resources available for business and personal growth.