Managing recruiting systems for the Managing Partner• Finding candidates for a financial sales position with our company• Creating and analyzing weekly tracking reports of candidates• Administering Screening interview to candidates• Conducting all follow up with candidates for the Managing Partner, keeping candidates engaged in the process• Networking with Agents• Maintaining office recruiting materials• Attending and setting up Career Fairs• Coordinating and setting up recruiting events• Sourcing resumes from resume database websites and cold calling candidates• Attending local chamber functions and becoming member of community based organizations and developing Centers of Influence• Assisting in “on-boarding” process, licensing and contracting and setting up timeline for training for candidate• Maintaining Social Media Sites such as LinkedIn, Facebook and General Office website for the Managing Partner• Attending weekly meetings•Establishes recruiting requirements by studying organization plans and objectives; meeting with managers to discuss needs.•Builds applicant sources by researching and contacting community services, colleges, employment agencies, recruiters, media, and internet sites; providing organization information, opportunities, and benefits; making presentations; maintaining rapport.•Determines applicant requirements by studying job description and job qualifications.•Attracts applicants by placing job advertisements; contacting recruiters, using newsgroups and job sites.•Determines applicant qualifications by interviewing applicants; analyzing responses; verifying references; comparing qualifications to job requirements.•Manages intern program by conducting orientations; scheduling rotations and assignments; monitoring intern job contributions; coaching interns; assist the advising manager on training and coaching.

•Deliver prepared sales talks in order to persuade potential clients that have departed with their company to meet with an Financial Advisor to go over their company employee benefits, Disability Income, Home Insurance, IRAs, Life Insurance, Mutual Funds & Brokerage andTerm investments.•Reached out to book of business clients to make sure they are getting the service needed on their account(s)•Obtain client's information such as name, address, email, cell phone number, etc., and enter into the computers.•Adjust sales scripts to better target the needs and interests of specific individuals.•answer, screen and transfer inbound phone calls•receive and direct visitors and clients•general clerical duties including photocopying, fax and mailing•maintain electronic and hard copy filing system•retrieve documents from filing system •handle requests for information and data•resolve administrative problems and inquiries•prepare written responses to routine enquiries•prepare and modify documents including correspondence, reports, drafts, memos and emails•schedule and coordinate meetings, appointments and travel arrangements for the Financial Advisor(s)•prepare agendas for meetings and prepare schedules•open, sort and distribute incoming correspondence•maintain office supply inventories•knowledge of principles and practices of basic office management

• Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents. • Perform general office duties such as filing, answering telephones, and handling routine correspondence. • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. • Operate computers programmed with accounting software to record, store, and analyze information. • Comply with federal, state, and company policies, procedures, and regulations. • Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. • Access computerized financial information to answer general questions as well as those related to specific accounts. • Reconcile or note and report discrepancies found in records. • Code documents according to company procedures. • Match order forms with invoices, and record the necessary information. • Receive, record, and bank cash, checks, and vouchers. • Transfer details from separate journals to general ledgers or data processing sheets. • Prepare and process payroll information. • Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal. • Maintain inventory records.