I was a Senior Registered Executive Assistant for high productive Financial Advisor for Wells Fargo Advisors for 21 years. I was in charge of all his appointments I had much contact with a high volume of clients, placing orders, maintaining records, including meetings and communication by phone and emails. I was in touch with lawyers, accountants and other professionals on our client's behalf. I solved their problems maintained records and sent sent, received and submitted correct paperwork.
Kept a great filing system and usingComputer programs pertaining to the industry, screened all calls for my financial advisor and took the initiative.
to handle all clients' inquiries.