As Executive Assistant in the Tasker & Associates team, my responsibilities are two fold. I help manage the practice by tracking consultant and associate commissions, keeping on top of all compliance issues and making sure all licensing requirements are met and all licenses are up-to-date. I also help manage a client base of over 400 clients by booking appointments, file prep for appointments, handling incoming calls and emails, processing client transactions and investigating and resolving… Show more As Executive Assistant in the Tasker & Associates team, my responsibilities are two fold. I help manage the practice by tracking consultant and associate commissions, keeping on top of all compliance issues and making sure all licensing requirements are met and all licenses are up-to-date. I also help manage a client base of over 400 clients by booking appointments, file prep for appointments, handling incoming calls and emails, processing client transactions and investigating and resolving any outstanding issues. Show less

As Executive Assistant in the Tasker & Associates team, my responsibilities are two fold. I help manage the practice by tracking consultant and associate commissions, keeping on top of all compliance issues and making sure all licensing requirements are met and all licenses are up-to-date. I also help manage a client base of over 400 clients by booking appointments, file prep for appointments, handling incoming calls and emails, processing client transactions and investigating and resolving… Show more As Executive Assistant in the Tasker & Associates team, my responsibilities are two fold. I help manage the practice by tracking consultant and associate commissions, keeping on top of all compliance issues and making sure all licensing requirements are met and all licenses are up-to-date. I also help manage a client base of over 400 clients by booking appointments, file prep for appointments, handling incoming calls and emails, processing client transactions and investigating and resolving any outstanding issues. Show less

As Executive Assistant in the Tasker & Associates team, my responsibilities are two fold. I help manage the practice by tracking consultant and associate commissions, keeping on top of all compliance issues and making sure all licensing requirements are met and all licenses are up-to-date. I also help manage a client base of over 400 clients by booking appointments, file prep for appointments, handling incoming calls and emails, processing client transactions and investigating and resolving… Show more As Executive Assistant in the Tasker & Associates team, my responsibilities are two fold. I help manage the practice by tracking consultant and associate commissions, keeping on top of all compliance issues and making sure all licensing requirements are met and all licenses are up-to-date. I also help manage a client base of over 400 clients by booking appointments, file prep for appointments, handling incoming calls and emails, processing client transactions and investigating and resolving any outstanding issues. Show less

As an independent consultant, I work with Investors Group consultants on client segmentation, compliant documentation, business planning, marketing strategies, effectively using social media, running a paperless practice and consultant/assistant training.

As a part of the Marketing Support and Promotion team, I trained over 400 consultants on the marketing and software tools available to efficiently grow their business. I helped create over 20 training presentation and many training videos. I lead in person and web-based training sessions and worked one-on-one with consultants to meet their individual training needs. Using a variety of techniques to meet the needs of all learners and learning styles. I created a system to track our training… Show more As a part of the Marketing Support and Promotion team, I trained over 400 consultants on the marketing and software tools available to efficiently grow their business. I helped create over 20 training presentation and many training videos. I lead in person and web-based training sessions and worked one-on-one with consultants to meet their individual training needs. Using a variety of techniques to meet the needs of all learners and learning styles. I created a system to track our training metrix and make sure all presentations remained up-to-date. Show less

As Executive Assistant to a Division Director, I had dual responsibilities. I helped on-board and train new consultants under the Director's supervision. I also helped manage a client base of over 600 clients by booking appointments, file prep for appointments, handling incoming calls, processing all client transactions and investigating and resolving any outstanding issues.

Worked with clients and internal departments to fulfill all orders and ensure a positive customer experience.

Provided support for the Accounting, Customer Service and Manufacturing Departments.