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 InDesign• 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• Followed up with customer/branch inquiries to consistently improve outside relations• Coordinated interoffice moves, meetings and all incoming and outgoing mail• Ordered office supplies, equipment and marketing materials• Coordinated travel arrangements for the department

Ba, Communications

Undergrad