Outgoing, friendly and committed to delivering excellent customer service and administrative support. Detail oriented with a passion for travel and event planning. Highly motivated, reliable and looking forward to becoming a team-player within a company.
• Eagerly greets clients for advisor meetings and screens all in-coming calls
• Handles and logs client checks, stocks, documents, forms for five advisor's and their teams
• Oversees inventory weekly and ordering supplies, food, client gifts, etc.
• Maintains calendar & booking conference room for client meetings
• Work and maintain a good relationship with all vendors for the company
• Coordinate travel reservations from time to time
• Works with firms account on keeping track of receipts & invoices for the company
• Copy, scan, and fax client paperwork daily
• Prepare all client mail and client gifts to be sent out, including writing cards, drafting letterheads,
wrapping gifts and creates all UPS/USPS Labels.