Dawn Nicklovich
Phoenix,AZ
Summary
Seasoned and trusted administrative resource. Comfortable and confident in providing services to prospects, clients and professionals from all levels and backgrounds. Successfully prioritizes and navigates multitude of tasks while maintaining timely communication. Meets goals utilizing consistent and organized practices. Brings positive energy and believes that a keen sense of humor is priceless on the most challenging of days.
Overview
16
16
years of professional experience
Work History
Executive Assistant to Financial Advisor & CEO
Alpha Rising Wealth Management
Tempe, AZ
03.2019 - Current
(Recently Remote W2)
- Act as primary liaison for Primary Advisor. Monitor and maintain calendar and email
- Principal contributor to successful transition from SagePoint to LPL
- Comprehensive knowledge of ClientWorks
- Assist callers in friendly and efficient manner. Initiate, reply and timely follow-up on abundance of e-mails and texts
- Meeting preparation and follow-up with notes and recommendations
- Guide clients through compiling documents for analysis and evaluation. Collect, organize, and input pertinent data
- Open LPL investment and outside business accounts. Process incoming/outgoing asset transfers, ACH and wires. Deposit checks via mobile bank app
- Renew producer insurance licenses throughout US. Prepare annuity, life and LTC insurance applications
- File pertinent documents into Cloud.
- Prepare and mail client touch cards
Executive Assistant to Senior Financial Advisor
Amerprise Financial
Mesa, AZ
05.2007 - 11.2019
To save you time, please refer to my experience and skills noted for
Alpha Rising as they are parallel or very similar.
Thank you.
Education
Business Courses
Red Mountain Community College
AZSkills
- Diligent and Effective Working Independently
- Exceptional at Anticipating Needs and Preferences
- Efficient Time Management
- Goal Oriented Deliver Quantifiable Results
- Identify Problems and Resolutions
- Produce Quantity and Quality
- Executive Suite Office Management / Onboarding/Offboarding
- MS Office 365 / Excel / Outlook / Dropbox Cloud
- ClientWorks / Redtail CRM / Salesforce / Docupace / ZOOM
Timeline
Executive Assistant to Financial Advisor & CEO
Alpha Rising Wealth Management
03.2019 - Current
Executive Assistant to Senior Financial Advisor
Amerprise Financial
05.2007 - 11.2019
Business Courses
Red Mountain Community College
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