Provide support for Sr. Managing Partner including prepare new investment account paperwork and manage the transfer of assets; perform portfolio administration with regard to client contributions and withdrawals; execute trades under direction of advisor; prepare and manage to completion annuity and insurance paperwork; respond to client requests for service and trouble-shoot service issues, maintain electronic client files and client data in CRM program, maintain calendar and adhere to new client best interest regulations and keep compliant files. Holds Series 7, Series 63 & 65, and Life,Health and Variable Annuity licenses. Main Street Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

Provide support for two financial advisors including complete and submit various account applications, service and manage client accounts, prepare reports, maintain calendar and keep compliant files. Research various issues as requested. Holds Series 7, Series 63 & 65, and Life,Health and Variable Annuity licenses.

Support 3 financial advisors including set-up, prepare and attend prospect seminars, schedule prospect appointments, complete and submit various product applications, service and manage client accounts and reports, prepare PowerPoint presentations, maintain calendar and compliant files. Research various issues as requested.

Support vice-president of financial advising company including prospect seminars, complete and submit product applications, manage client accounts, commission and expense reporting, prepare PowerPoint presentations, and maintain files. Research various issues as requested.

Supported high-level executives including maintaining calendars, organize and facilitate meetings on and off site, compose correspondence, comparisons of budget to actual, etc. Compiled and assembled materials for monthly meeting with board of directors, developed various spreadsheets, and coordinated training needs within department.

Recruited admin level hires, placed ads, reviewed resumes, phone screen and in-person interview with candidates. Assisted in administrative duties involved in the recruiting/hiring process, including use of Recruiting Tracking System to produce reports, send form letters, reimburse recruit expenses, interview schedule packets and attend job fairs.

Performed all functions necessary to produce weekly accounts payable checks, including entering all invoices into system, confirm proper authorization, and handle numerous inquiries.

Under limited supervision performed all functions and systems necessary to produce monthly charges to offices for attending firm wide training.

Under limited supervision recorded and organized all payouts to contractors during multi-million expansion project to campus style training center.

Supported five people, staff to manager levels, typing various reports, memos, and miscellaneous duties. Technology - Strong with Microsoft Suite including Outlook, Word, Excel, PowerPoint. License - Florida Life, Health and Variable Annuity Insurance license