Sandra Serafin Email and Phone Number

-Responsible for day to day operations of business -phones, mail, supplies, bills, MS Office-Interfaced with high wealth clients, distributing Required Minimum Distributions yearly-Prepared documentation and reports for client meetings, project management and follow up-Managed client database within Salesforce, using spreadsheets in Excel for retrieving data

-Reviewed and updated information within the data systems - Salesforce and Consolidated Proposal System (CPS) to ensure accuracy-Critical follow up with both sales reps and broker4s, when necessary, to deliver quotes on a timely basis

-Identified financial needs of customers and recommend products and services to meet their needs such as checking/savings, cd's, money markets, loans, mortgages, investments, etc.-Handled customer issues with quick resolution through use of sales expertise , product and procedural knowledge, state of the industry technology and call desk support-Exceed sales goals on a monthly basis

Worked as a contractor, as admin/assistant, for various companies in Lehigh Valley such as Century Link, Service Tire Truck Center, Jacobson, Merck, Fisher BioPharma Services, Northampton County Courthouse and Northampton 911 Center