Always trustworthy, ethical and discreet, with a strong commitment to maintaining an efficient and positive work environment.
• Provided continuous, high quality support to Head of Sales & Brokerage desk. Coordinated schedule, appointments and travel arrangements, provided Sales & Trading assistance to top four brokers.
• Screened telephone calls to financial advisors, solved operational problems and had a large influence over client satisfaction and financial advisor time – more... management and productivity
• Ability to triage multiple demands successfully and adjust to constantly changing priorities
• Utilized discretion and best judgment at all times
• Produced daily sales reports and tracked status of incoming orders for top four senior sales representatives
• Excellent knowledge of building and maintain great client relationships – less