Sheena Ward Email and Phone Number

Perform internet research to locate potential event venues and vendors for corporate eventsContact potential event venues and vendors via telephone and/or email for services, available dates and cost estimatesDiscuss available service and event venue offering detailsReport findings and provide availability and cost estimates to owner of The Johnson Meetings Group

General accounting data entry for both accounts payable and accounts receivable, processing of checks for both accounts receivable and accounts payable, setting up new vendor accounts in our accounting software, general office tasks (mail, fax, copy,) bank deposits, payroll deposit processing, payroll verification and maintained vehicle maintenance logs

Registered Sales Assistant for 2 veteran producers supporting their day to day sales, underwriting and appointment needs on a part time basis.

Beginning as a registered sales assistant to one veteran sales representative, I assisted him with all aspects of office maintenance, appointment preparation, followed life insurance applications and investment transfer requests through completion and delivery to clients. I gathered, organized, analyzed and evaluated client assets in order to prepare investment plans for presentation to clients. I maintained the client relationships through in person, phone and email contacts as well. As his… Show more Beginning as a registered sales assistant to one veteran sales representative, I assisted him with all aspects of office maintenance, appointment preparation, followed life insurance applications and investment transfer requests through completion and delivery to clients. I gathered, organized, analyzed and evaluated client assets in order to prepare investment plans for presentation to clients. I maintained the client relationships through in person, phone and email contacts as well. As his practice grew to include several other investment representatives, my job shifted to Operations Manager where I created and honed processes, trained multiple sales assistants and was the first line of review for all applications, life and investments, that ran through our back office. Show less

As Variable Products Director, I managed the in house sales materials, company contracts and contacts, maintained relationships with our licensed agents and followed variable product application submissions through underwriting by creating and maintaining a tracking system for all variable products written through our office.

As a NC Life and Health licensed and NASD registered customer service representative, I assisted bank customers with all aspects of banking customer service, including bank statement reconciliation, bank card issues, opening of new bank deposit accounts including checking, savings and CDs, as well as proprietary mutual fund and fixed annuity recommendations and sales. I also referred customers to in house personal lines lenders, mortgage lenders, private bankers and private investment… Show more As a NC Life and Health licensed and NASD registered customer service representative, I assisted bank customers with all aspects of banking customer service, including bank statement reconciliation, bank card issues, opening of new bank deposit accounts including checking, savings and CDs, as well as proprietary mutual fund and fixed annuity recommendations and sales. I also referred customers to in house personal lines lenders, mortgage lenders, private bankers and private investment counselors for those customers with needs outside of my specialties. Show less

Processed all bank transactions for bank customers, including overnight deposits for business accounts. Cashed checks for non-customers with proper verification and identification. Maintained and serviced the 2 on site ATMS as well as the bank vault cash supply for the ATMs. Acted as custodian for bank money orders and cashiers checks. Audited other teller cash drawers when discrepancies were found. Referred customers with additional banking needs to in house lenders, as well as investment… Show more Processed all bank transactions for bank customers, including overnight deposits for business accounts. Cashed checks for non-customers with proper verification and identification. Maintained and serviced the 2 on site ATMS as well as the bank vault cash supply for the ATMs. Acted as custodian for bank money orders and cashiers checks. Audited other teller cash drawers when discrepancies were found. Referred customers with additional banking needs to in house lenders, as well as investment professionals. Maintained relationships with our customers as part of our customer centered focus. Show less