Lindsay Giusto
Norristown,PA
Summary
A client service and office managerial professional with excellent support and client facing experience. Organized, detail-oriented, skilled at multitasking, and possess exceptional communication skills. Capable of managing various administrative tasks efficiently and effectively with a proactive and can-do attitude. Ability to anticipate needs, solve problems, and provide exceptional support to both internal and external stakeholders. Committed to maintaining confidentiality, upholding professionalism, and delivering high-quality support.
Overview
13
13
years of professional experience
Work History
Planning Associate
IM Wealth Partners
Blue Bell, PA
03.2024 - Current
- Private Asset Firm managed account relationships of over 2,000 households with planning for 2 to 3 financial advisors at a time using an internal CRM system and internal model.
- The main responsibility was all preparation for upcoming appointments: gathering documentation, organizing assets, reviewing the history of client finances, and preparing a presentation model for client meetings.
- Working with other departments to ensure total completion of onboarding was seamless.
- Top-tier customer service and client interaction 24/7.
Senior Branch Office Administrator
Edward Jones
Souderton, PA
06.2018 - 02.2024
- Processing transfers, rollovers, and other account-specific documents.
- Spreadsheet creation for tracking purposes.
- Office supply and office maintenance.
- Manage 700+ relationships with 2 to 3 financial advisors at a time using a CRM system.
- New Hire Mentorship (Leadership Team member).
- Following FINRA, SEC, and Firm Compliance rules and regulations.
- Outreach on maturing investments to generate new business.
Sales Representative
Express Technology
Islandia, NY
01.2016 - 07.2017
- International Inside Sales and Buying (negotiations)
- Processing and arrangement of Foreign & Domestic wires
- QuickBooks to process Purchase Arrangements
- Building Relationships to ensure repeat business using CRM
Sales Lead Manager
Madewell
Garden City, NY
05.2014 - 12.2015
- Retail Store Management Team worked with team to build repeat profitable business
- Responsible for Marketing Templates and Email Campaigns to promote business and events
Sales Associate
Bloomingdales Dept. Store
Garden City, NY
11.2011 - 03.2014
- Built a loyal, client-exclusive buying experience with repeat clients.
Education
Certification - Fashion Styling
Fashion Institute of Technology
New York, NY06.2014
Bachelor of Arts - Psychology
Bloomsburg University of Pennsylvania
Bloomsburg, PA08.2009
Skills
- PA State Certified Notary since 2019
- Financial document processing
- Spreadsheet Creation (Excel)
- Meeting and Calendar arrangement
- Operations Management
- Problem Solving
- Customer Relationship Management (CRM)
- Marketing Creation
- Event planning and implementation
Timeline
Planning Associate
IM Wealth Partners
03.2024 - Current
Senior Branch Office Administrator
Edward Jones
06.2018 - 02.2024
Sales Representative
Express Technology
01.2016 - 07.2017
Sales Lead Manager
Madewell
05.2014 - 12.2015
Sales Associate
Bloomingdales Dept. Store
11.2011 - 03.2014
Certification - Fashion Styling
Fashion Institute of Technology
Bachelor of Arts - Psychology
Bloomsburg University of Pennsylvania