Direct Support to President & associate advisorsProcess annuity and qualified/non-qualified account applications and track transferCheck daily for status updates & answer any questions the carrier may have regarding application status process to ensure adequate policy delivery.Assist clients in rollover requests and/or obtaining funds from financial institutions.Client service including beneficiary, name, address changes, etc.Schedule meetings for senior level management and maintain office calendarPrepare materials required for client meetingsArrange travel for PresidentCoordinate all client appreciation functionsGreet & provide refreshments to clientsAnswer & direct client/prospect calls & emailsMaintain prospect & client files.

• Developed Real Estate listing and contract systems.• Reconciled all open client files with accurate and complete information.• Calculated and organized all 2014 closed transactions.• Managed listing and purchase contracts • Conducted changes and amendments to listing and purchase contracts• Analyzed website routinely for proper listing information and possible errors. • Drafted listing and purchase contracts for all properties.• Communicated with Title companies to facilitate and gather documents required for real estate closings.

• Managed Real Estate transactions.• Responsible for broker website maintenance.• Maintained broker profiles for social media and networking sites.• Scheduled property showings and maintained broker’s calendar.• Prepared all materials needed for property showings and closings. • Maintained accuracy and consistency of client database.• Researched real estate articles to create topics for agent’s blog.

• Organized property showings and closings.• Coordinated appointments with escrow, lenders, and home inspection companies.• Researched the market regularly to generate lists of properties as per the client’s needs.• Promoted different properties using marketing tools to attract customers.• Interviewed clients to understand their needs and studied properties accordingly to provide desired information. • Negotiated and Prepared listing and purchase contracts for clients.• Assisted clients in the payment process by educating them about different finance options. • Ensured that clients properly completed all documents.

• Provided direct support to the President of Technology and the Senior Director of Operations.• Arranged domestic and international travel.• Maintained calendars and scheduled meetings for senior level management. • Prepared and submitted expense reports to the accounting department. • Researched and prepared sales presentations using Microsoft PowerPoint. • Managed employee attendance and time off requests.• Assisted Human Resources Department with organizing and maintaining accurate employee personnel files.

• Assisted with the general ledger as well as accounts payable and accounts receivable.• Handled payroll for office employees.• Maintained business servers.• Provided technical support for proprietary office furniture software.

• Prepared financial statements (yearly, weekly, and monthly).• Provided clerical support to the inside sales team of approximately 40 individuals.• Responsible for creating and publishing company newsletter.• Planned and coordinated client events, including securing location and catering. • Assisted with keeping employee training materials up to date and tracking employee vacation time. • Responsible for office supply inventory.