Tera Suzuki-Dalia Email & Phone Number

Folsom, Ca, Us

Folsom, California, United States

As Project Resources Manager, I am responsible for assigning the right resources to the right projects at the right time to ensure successful delivery of projects. My primary goal will be to facilitate the efficient coordination of resources, tasks, and timelines to ensure project deliverables are achieved within scope and on time. I help develop project plans, assign project managers, prioritize projects and tasks, coordinate schedules, identify milestones, and organize cross-divisional working groups that collaborate together to deliver successful outcomes for the company. The role requires strong organizational and communication skills, attention to detail, a proactive approach to problem-solving, and the ability to help others work together.

Folsom, Ca

Folsom, California, United States

Sacramento, California Area

Signing Agent/ Notary Public

Folsom, California, United States

Daily office administration duties include overseeing appointment setting and schedules, provide market information to clients, and processing deposits and transactions.Provide client service in support to the Financial Advisor. Order supplies and process expensesProcess trade orders (purchase and sell) of mutual funds, stocks, bonds upon Financial Advisor instructions. Open, close or transfer accounts for single, joint, retirement or estate accounts.Update prospect and client data records, executes direct mail programs, assists with planning client seminars, and makes follow-up phone calls to set or confirm appointments.Set and schedule Financial Advisor segment meetings.Provide support to Financial Advisor to obtain office goals and exceed quarterly expectations.Attended trainings for Financial Advisors and Branch Office Administrators. Continued Education to stay up-to-date with company guidelines and industry requirements. Work with Auditors to comply with industry and company requirements for maintaining documentation.

Gold River, Ca

Daily office administration duties include overseeing appointment setting and schedules, provide market information to clients, and processing deposits and transactions.Provide client service in support to the Financial Advisor. Order supplies and process expensesProcess trade orders (purchase and sell) of mutual funds, stocks, bonds upon Financial Advisor instructions. Open, close or transfer accounts for single, joint, retirement or estate accounts.Update prospect and client data records, executes direct mail programs, assists with planning client seminars, and makes follow-up phone calls to set or confirm appointments.Set and schedule Financial Advisor segment meetings.Provide support to Financial Advisor to obtain office goals and exceed quarterly expectations.Attended trainings for Financial Advisors and Branch Office Administrators. Continued Education to stay up-to-date with company guidelines and industry requirements. Work with Auditors to comply with industry and company requirements for maintaining documentation.

El Dorado Hills, Ca

Front office management and maintenance, answering phones, filing, greeting customers, ordering supplies for general office as well as workshop.Providing thorough information to customers and dealerships regarding the product and services provided.Maintain scheduling for installations of paint protection film, prioritize and coordinate with installers for pick and delivery of vehicles.Generating quotations for customer’s inquiring about cost for coverage of their vehicle and Generate Invoices.Track and report weekly installation numbers including number of vehicles, revenue total for month as well as a breakdown by dealership and customer.Create and send Monthly Statements to Dealerships for payment, Collect Payments and make deposits.Provide administrative support to the President/Owner, screening calls, travel arrangements, providing weekly and monthly reports, and assist with answering emails.Create Marketing Brochures, Signs and Flyers using Adobe Photoshop.

Redwood City, Ca

Contacting existing customers to inform those about new software support program changes.Providing thorough information to customers about their existing account information, products, and software subscription and support options.Resolving customer issues by referring the customer to the proper contact for resolution.Generating quotations for customer’s annual subscription and support service.E-mailing quotations to customer and notifying local Territory Manager.Interfacing with Check Point Field Sales to ensure opportunities are closed.Corresponding with customer to ensure proper service in completion of renewal process.Answering telephone calls from customers and replying to e-mails from those whom have questions in regards to their account. Maintaining a forecast for all prospects and opportunities.Support to Inside Sales Manager, projects, interviewing and training new recruits, gathering data from team to summarize.

Bachelor Of Science - Bs, Business, Management, Marketing, And Related Support Services

Bachelor Of Business Administration (Bba), Marketing

High School Diploma, General Education