Summary
Overview
Work History
Education
Skills
Certification
Personal Pursuits
Timeline
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AMOI GREENE

Piscataway

Summary

Driven and committed Executive Assistant with five years of experience overseeing day-to-day office operations and providing administrative support. Proficient in executing vital tasks with a high level of commitment, delivering quality support through proactive management and problem-solving skills. A dependable employee seeking to expand current skills and contribute to company success.

Overview

7
7
years of professional experience
1
1
Certification

Work History

EXECUTIVE ASSISTANT

Diversified Financial Consultants
02.2020 - Current
  • Direct and manage up to 20 incoming calls daily, ensuring smooth office communication.
  • Serve as the point of contact for complex office issues and manage daily mail delegation.
  • Organize and coordinate monthly meetings with 40-50 wholesalers a year, facilitating advisor lunches to introduce new products or updates.
  • Manage and execute advisor-directed tasks efficiently, including client communication, financial transactions, and calendar management.
  • Oversee the firm’s social media platforms, publish newsletters, and maintain engagement with wholesalers and clients.
  • Contribute to office supply management and enforce compliance updates.
  • Company Overview: Https://www.diversifiedfinancialconsultantsllc.com/

TECHNICAL ANALYST

Bank of America/Merrill Lynch (Icon Consultants)
04.2018 - 12.2019
  • Delivered technical support for proprietary business applications, managing high volumes of support calls (40-50 daily).
  • Provided clear, non-technical guidance to employees regarding system updates, VPN restoration, and technical issues.
  • Ensured quick resolution of issues, with a 2-minute report turnaround time on the ITSM Remedy ticketing system.
  • Diagnosed software issues and applied troubleshooting techniques to resolve problems.
  • Communicated technical findings via lay terminology to keep interdepartmental teams informed on vital developments.

LIFE INSURANCE AGENT

American Income Life: Eric Giglione & David Ackerman
08.2017 - 02.2018
  • Expanded client base through cold calling and referrals, managing client follow-ups and assessing lifestyle changes.
  • Delivered in-home presentations to explain various life insurance policies, providing tailored rate quotes and policy recommendations.
  • Administered the life insurance application process, including scheduling health exams and arranging premium payments.

Education

A.A. - Business Administration

Middlesex College
Edison, NJ

Skills

  • Microsoft Word, Microsoft Excel
  • Effective Communication
  • Adaptive Learning & Workflow Optimization
  • Technical Support & Regulatory Compliance
  • Calendar & Schedule Management
  • Executive & Client Support
  • Time Management & Strategic Planning
  • Record Keeping & Operational Risk Analysis
  • Conflict Management & Collaborative Problem Solving
  • Proper Email & Phone Etiquette
  • Executive support & Workload Prioritization

Certification

Notary Public Commission, New Jersey Department of Treasury, Division of Revenue & Enterprise Services (June 2021 – June 2026)


Personal Pursuits

Bartender, Company: Teksupport (NY)

  • Providing a high-energy, safe and enjoyable atmosphere at large-scale music festivals, raves and nightlife events serving alcoholic and non-alcoholic beverages in a fast-paced environment.

Timeline

EXECUTIVE ASSISTANT

Diversified Financial Consultants
02.2020 - Current

TECHNICAL ANALYST

Bank of America/Merrill Lynch (Icon Consultants)
04.2018 - 12.2019

LIFE INSURANCE AGENT

American Income Life: Eric Giglione & David Ackerman
08.2017 - 02.2018

A.A. - Business Administration

Middlesex College
AMOI GREENE