Tim Williams Email & Phone Number

Troy, Michigan

• Administrative assistant for Financial Advisors and their Assistants, including senior partners.
• Prepare financial paperwork and send out correspondence for financial advisors
• Ensure compliance of financial paperwork
• Correspond with home office and third party wholesalers to correct and update client applications and information

• Responsible for coordinating production of customized fliers, posters, brochures with home office for over 150 financial advisors.
• Prepare statistical reports and correspondence, product and technical information, sales quotas and other marketing data using Access
• Coordinate production of customized fliers, posters, packet enclosures and brochures with home office. Design communication and presentation materials. Ensure compliance of materials
• Maintain and update the Marketing Resource Database
• Coordinate distribution and maintenance of marketing materials
• Coordinate target mail projects for agents and associations. Monitor follow-up to mailing through scheduling clerks and agents as appropriate

• Administrative support for ten upper management employees including Senior Vice Presidents, Vice Presidents, Assistant Vice Presidents and Officers of the bank.
• Coordinated marketing materials for sales team including flyers, information kits, posters, proposals, information booth, e-mails, and mass mailings using ACT! Typeset materials using MS Publisher, Word and Adobe.
• Assembled contact, customer and territorial sales reports for the department using Excel and ACT!
• Created monthly customer account reports and weekly referral reports using Excel and WorkPlaceDirect product presentations using PowerPoint
• Helped improve sales production by keeping the department information in ACT! well-organized
• Maintained database of customers to improve the efficiency of the department

Ba, Communications

Undergrad