Objective

A position of increasing responsibility where my administrative assistant experience and positive performance will lead to growth and advancement opportunities. I am a motivated, results driven individual with excellent organizational skills and a strong ability to multi-task and adapt to rapidly changing priorities.

Work Experience

Executive Administrative Assistant/Investment Product Specialist

3/2003 - 12/2008 Confidential,Hartford, CT
Assisted 2nd Vice President of Investment Products in building and maintaining preferred partner relationships.
Maintained extensive filing system of corporate selling agreements for all products offered. These include mutual funds, annuities, hedge funds, real estate partnerships.
Maintained proprietary planner website with sponsor related content.
Managed $13 million dollar a year revenue sharing budget. Responsibilities include tracking all incoming checks, working with sponsors if amounts were incorrect, depositing checks and assisting treasury department in allocation of dollars in correct accounts.
Reported to upper management on a weekly basis status of incoming/outgoing dollars from revenue sharing account.
Worked closely with field force in utilizing investment product tools and websites.
Develop support plans and create clear effective support materials for product tools and websites.
Work with training development professionals in the administration of training programs to the field in a cost effective and efficient manner.
Facilitate weekly meetings with existing software vendors and preferred sponsors.
Work closely with software developers and engineers in system upgrades.
Trained new planner groups or new operational personnel on systems that I was the SME for. Used Webex technology to facilitate these sessions.
Produced and distributed to field force out-of-compliance reports for all asset allocation based products.
Made all travel arrangements 2nd Vice President.
Scheduled and organized all department meetings.
Maintained database for product specific mutual funds.
Drafted and distributed correspondence to preferred sponsors.

2/2000 - 12/2002 Confidential,Glastonbury, CT
Managed the rollout of a new contact database system, Goldmine. This included converting the old contact database to the new system via a data import, teaching others and learning the full capabilities of the new system.
Performed all data imports as new partners joined the firm.
Innovated electronic systems to help facilitate a "paperless" office environment.
Assisted in the development of a one-of-a-kind software to automate delegation of work assignments to various departments. Also taught management and subordinates how to use and maintain software.
Designed/maintained web site.
Managed all trade/check blotters for compliance.
Tracked all new business for seven high producing financial advisors.
Managed all electronic communication with 2000+ client base.
Maintained all hardware in office.
This includes 100 GB Proxy Server, phone system, 35+ workstations, and various networked printers.
Proficient in Goldmine, a contact database for financial professionals
Proficient with Crystal Reports.
Familiar with SQL.
Transcribed planner/client meeting debriefs into electronic documents.

1/1998 - 7/1999 American Express Financial Advisors, Inc., South Windsor, CT
Coordinated the training efforts of two Region Vice Presidents of Insurance and one Region Vice President of Investments in their wholesaling activities for 9 market groups including scheduling, promotion and follow up from wholesaling events.
Established and operated from a virtual office since November 1998.
Created and communicated to field leaders monthly progress reports measuring overall sales and contracts sold.
Prepared, submitted and maintained accurate expense reports.
Managed distribution of information to advisors through the use of several technological avenues.
Worked closely with upper field management to build training schedules which would pinpoint weaknesses in the advisor\'s knowledge and also increase sales results.
Was a key person in the development of a web page to be used by high producing financial advisors to help them in increasing their technical knowledge on business planning and high net worth individual cases.
Used the internet to order training materials used by Region Vice Presidents in their training efforts. Also, used internet to book all travel itineraries, communicate with home office personnel and financial advisors.
Wrote and distributed a monthly investment newsletter to several hundred financial advisors.

11/1994 - 12/1997 Confidential,East Hartford, CT 06108
Served as life, disability, and long term care insurance sales support for two market groups, consisting of 460 advisors, resulting in an overall increase in insurance sales of 25% in 1996.
Traveled extensively within New England conducting training classes for advisors to teach them to develop specialized insurance proposals.
Acquired in depth knowledge of types of life, disability and long term care insurance products and their design.
Developed conceptual insurance strategy material to be used in training financial advisors and paraplanners.
Aided Region Vice President of Insurance in the development of complicated business concept training material to be used at National Conferences.
Trained paraplanners on insurance proposal training at local education days and at National Conferences.
Worked closely with Region Vice President of Insurance to meet our yearly sales goals and the sales goals of the market groups we supported.
Provided advanced phone sales support to financial advisors.
Worked one on one with financial advisors to develop risk management sales strategies for their clientele.
Maintained all travel and office budgets for the Region Vice President of Insurance and myself.
Maintained all office computers with system updates and insurance rates.

8/1992 - 11/1994 Confidential,East Hartford, CT 06108
Input client financial data into computer to produce a personal financial analysis.
Aided financial advisors in reading the analysis and developing sales strategies to best suit client\'s goals and objectives.
Trained first year financial advisors on the intricate workings of the financial analysis.
Ability to read and interpret client benefit packages, long and short-term disability policies, life and business insurance policies.

6/1988 - 8/1992 Confidential,East Hartford, CT 06108
Maintained an extensive supply of documents needed for sales presentations used by financial advisors, in accordance with all state and federal laws.
Managed 100k per year budget for purchase of documents and office supplies.
Processed all new business for 90 financial advisors.
Managed qualified sales lead program for division office, which included ordering, distributing and billing.
Developed weekly sales results bulletin.
Worked with Division Vice President in the testing and recruiting of new financial advisors.
Answered multi-line phone, greeted clients and distributed mail.

Associate Degree
Previously held State of Connecticut Life and Health License.
Sensitivity Training
Strategic Coach
Strategic Coach

Crystal Reports

Excel

Internet

Lotus Notes

Microsoft Access

Microsoft Word

Outlook

PowerPoint

Word Perfect
Access