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Norm Knodt Financial Services Cetera Financial Networks Llc Formally Fnic - Executive Assistant Resume Example

Ava Rogers
XXX XXXXXXX XXXXX , Manteca , CA 95337 | (H) XXXXX XXXXXXXX | XXXXXXXXXXXXXXXXXXX
Professional Summary
Skills
  • Customer and Personal Service
  • Active Listening
  • Judgment and Decision Making
  • Critical Thinking
  • Service Orientation
  • Sales and Marketing
  • Administration and Management
  • Social Perceptiveness
  • Management of Financial Resources
  • Clerical
  • Coordination
  • Instructing
Experience
Executive Assistant 10/2008 to 09/2014
Norm Knodt Financial Services- Cetera Financial Network's LLC (formally FNIC) Manteca, CA
  • Assist, make and maintain schedules for all five financial advisor's.
  • Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
  • Answer phone calls and direct calls to appropriate parties or take messages.
  • Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
  • File and retrieve required quarterly documents, records, and reports for all financial advisors.
  • Scan all client documents through DOCUPACE.
  • Open, sort, and distribute incoming correspondence, including faxes and email.
  • Prepare responses to correspondence containing routine inquiries.
  • Prepare agendas and make arrangements, such as coordinating catering for luncheons for annual office meetings, chamber coffee, etc.
  • Greet and/or refer clients to someone who can assist them with financial plan implementation.
  • Manage client portfolios, keeping client plans up-to-date.
  • Contact clients periodically to determine any changes in their financial status.
  • Recruit and maintain client bases.
  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • Assist & guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, trust(s), wills, etc, for financial advisor.
  • Work with auditor's to make sure all office requirements & advisor's are in compliance.
  • Many of the duties listed in my past job responsibilities at the credit union were also required.
  • I was also in the office alone a lot of the time and there was not any of the required responsibilities or emergencies I was not able to take care of in a adequate time frame.
  • Client confidentiality was of the upmost importance so I made it a point to get to know & greet all of our clients so that they felt comfortable when they called or came into the office.
Executive Assistant to CEO/CFO - Marketing Manager 06/1999 to 10/2008
Central State Credit Union Stockton, CA
  • Oversee activities directly related to making products or providing services.
  • Plan, coordinate, schedule meetings, conferences for credit union CEO, CFO, financial advisor, management, board members & all other employees. 
  • Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, or distribution of marketing products.
  • Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
  • Direct and coordinate organization's financial and budget activities to fund operations, maximize investments, and increase efficiency.
  • Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary.
  • Determine goods and services to be sold, and set prices and credit terms, based on forecasts of customer demand.
  • Locate, select, and procure merchandise for resale, representing management in purchase negotiations.
  • Perform sales floor work, such as greeting or assisting customers, stocking shelves, or taking inventory.
  • Plan and direct activities such as sales promotions, coordinating with other department heads as required.
  • Develop or implement product-marketing strategies, including advertising campaigns or sales promotions.
  • Recommend locations for new facilities or oversee the remodeling or renovating of current facilities.
  • Direct non-merchandising departments of businesses, such as advertising or purchasing.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Contact clients periodically to determine any changes in their financial status.
  • Recruit and maintain client bases.
  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
  • Plan store layouts or design displays.
  • Maintain client portfolios, keeping client plans up-to-date.
  • Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
  • Guide and assist clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, trust(s), wills, etc. for financial advisor.
  • Schedule client appointments for financial advisors
  • Make sure all financial advisor quarterly required info was sent to OSJ and brokerage ops.
  • Scanning of all documents through DOCUPACE.
Education
High School Diploma: East Union High School - Manteca, CA
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Resume Details

This is a real resume for a Executive Assistant in Manteca, California with experience working for such companies as Norm Knodt Financial Services Cetera Financial Networks Llc Formally Fnic, Central State Credit Union. This is one of the hundreds of Executive Assistant resumes available on our site for free. Use these resumes as templates to get help creating the best Executive Assistant resume.

Previous Companies:

  • Norm Knodt Financial Services Cetera Financial Networks LLC formally FNIC
  • Central State Credit Union

Previous Job Positions:

  • Executive Assistant
  • Executive Assistant to CEO
  • CFO Marketing Manager

Schools:

  • East Union High School

Level of Education:

  • High School Diploma

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