Kristi Brady

FFEC Wealth Partners

11.1995 - 08.2023

Handled confidential and sensitive information with discretion and tact.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Organized and coordinated conferences and monthly meetings.
Processed travel expenses and reimbursements for executive team and senior management group.
Screened calls and emails and responded accordingly to support executive correspondence.
Used advanced software to prepare documents, reports, and presentations.
Transcribed meeting minutes to support sales, business development and senior management teams.
Filed paperwork and organized computer-based information.
Worked with senior management to initiate new projects and assist in various processes.
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Upheld strict timetables by maintaining accurate, balanced calendars.
Took notes and dictation at meetings.
Updated spreadsheets and created presentations to support executives and boost team productivity.
Assisted President, COO, CFO, CCO, in house counsel and over 150+ advisors with various tasks.
Assisted with client inquiries and completion of various account forms.