Administrative Assistant
Espiritu Legacy, Corporation
New York, New York, United States
-Scheduling high volume sales appointments for a team of Financial Advisors-Partnering with senior management on sales planning, forecasting, analytics and trends-Improvement of sales productivity and data accuracy by creating and managing reports on client success and new business partnerships-Preparing paperwork, client folders, and seminar agendas. Working with senior management on streamlining the sales contracts and agreements-Assistance in creating quarterly summaries for the team and clients