Barbara Sisti
Sparta,NJ
Summary
Experienced and hard working professional job seeker maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication, excellent time management and strong organization skills.
Overview
25
25
years of professional experience
Work History
Compliance & Case Manager
Life Policy Traders, Inc.
06.2015 - 09.2023
- Assisted with administrative support to Chief Executive and Chief Operating Officer.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Conducted research and analyzed data to provide detailed reports on state licensing.
- Updated spreadsheets and databases to track, analyze, and report on performance and life settlement data.
- Organized and updated databases, records and other information resources.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Created organized filing system to manage department documents.
Executive Assistant Manager
Clarfeld Financial Advisors
03.1999 - 07.2003
- Administrative support to Chief Compliance Officer, handling and updating all Security and Exchange Committee regulations.
- Handled confidential and sensitive information with discretion and tact.
- Responsible for preparation and receipt of all executive clent contracts.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Facilitated training and onboarding for incoming office staff.
- Organized and coordinated conferences and monthly meetings.
- Assisted in developing and maintaining client database for tracking assets under management and services provided to a roster of over 750 clients.
Education
Associate of Arts - Occupational Studies
Katharine Gibbs School - New York City
New York, NY06.1988
Skills
- NJ Notary
- Data Entry and Review
- Contract Management
- Case Management Tracking
- MS Office
- Insurance Compliance Knowledge
- Organization and Multitasking
Timeline
Compliance & Case Manager
Life Policy Traders, Inc.
06.2015 - 09.2023
Executive Assistant Manager
Clarfeld Financial Advisors
03.1999 - 07.2003
Associate of Arts - Occupational Studies
Katharine Gibbs School - New York City
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