Work history
Client Relationship Manager/Mktg Asst
tags:
proposal development
• administrative / general office
• presentation preparation
• account summaries
• project & account management
• client relation development/m...
• customer service
• database
How would you describe your time at Weller, Anderson & Co., Ltd?
*Administrative support to brokers; setup new accounts, account updates & account transfers
*Responsible for admin.tasks photocopying, faxing, couriers and coordinating express mailings
*Manages client/prospect Activity Database (ACT) and Reports
*Assist in creation of sales literature i.e., brochures, internal forms and letters of instructions to clients
*Develop, generate and maintain all financial confirmation statements
*Create client proposals, account summaries, reports and PowerPoint presentations
*Generates mass mailing for sales and compliance purposes
*Coordinate company meetings and events, document meeting minutes... 
Administrative Assistant
tags:
windows
• excel (advanced)
• powerpoint presentations
• expense reports
• administrative and 10-key
• word and excel
• research analysis
How would you describe your time at Advanced Investigations?
*Composes memos and transcribes notes
*Coordinate payment of invoices and balance expenses on monthly basis
*Project work involving researches and creation of presentations
*Developed a client database; generated management reports
*Created PowerPoint presentations for client proposals
*Schedule client/employee meetings and document meeting minutes
*Diary calendar management - prioritizing allocation of time, coordinating internal/external meetings
*Costs/budget; processing invoices/expenses as appropriate and tracking expenditures
*Responsible for administrative tasks photocopying, faxing, couriers and coordinating express mailings...
Business System Analyst
tags:
maintain databases with ms ac...
• coordinate activities
• business specifications
• analysis techniques
• test & intergration
• user acceptance testing
• quality assurance
How would you describe your time at aegis mortgage?
*Develop business specifications, test scripts and training documentation
*Perform quality assurance of in-house applications prior to formal user acceptance and deployment.
*Coordinate changes in system, software & establish procedures by working with internal staff
*Use SharePoint software for company wide projects
*Maintain SharePoint website which encompasses uploading project documentation, providing user support and training users on SharePoint...
Analyst, Project Coordinator, Client Relations
tags:
training & mentoring
• analyst relations
• project
• project & account management
• coordinator/project manager
• system liaison
• maintain databases with ms ac...
• sharepoint
• research & analysis skills
How would you describe your time at AIG - American General Fina...?
*Implementing product upgrades, setting account strategies and addressing sensitive, elevated client concerns
*Coordinate company trade shows
*Well versed regarding qualified plans, ERISA, pension rules and regulations, and plan documents
*Research pension and IRS regulations regarding each client's specific and general needs
*Establish projects on SharePoint web portal and maintain all project related documents
*Resolve data inconsistencies through analysis & trouble shooting techniques
*Responsible for client customized website training/navigation
*Develop custom sales training to familiarize the financial advisors on their new assignments
*Create user manuals for clients and their employees on their retirement plans and various other benefit plans
*Develop client annual reviews which includes asset summaries, investment reviews and fund performance
*Create Microsoft Access databases and reports for Management as necessary
*Generate/analyze sales data for trend analysis
*Member of Employee Activity Committee; assist in planning company functions
*Develop PowerPoint presentation for management and sales force
*Coordinate implementation and migration of programs from test to production environments
*Conduct group/individual training on MS Word and MS Excel
*Determine agent's commission totals and schedule payment with accounting department
*Research representative's inquiries regarding commission and chargeback payments...
Jane has
