Executive Administrative Assistant
Omaha, Nebraska, United States
- Assist financial advisors with daily activities, including maintaining calendars and preparing correspondence.- Handled confidential information, assisting with client investment accounts including Brokerage, IRAs,401k, Annuities, Life Insurance, etc. through LPL Financial.- Handled scheduling for the executive's calendar and prepared meeting agenda and materials- Applied a working knowledge of operations to facilitate and resolve client service requests- Maintained professional and calm demeanor in high-stress situations- Supervise and manage small office to ensure team successSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.