Margaret Bujan, CLTC
CLIFTON,NJ
Summary
Client support with, Investment accounts, including proposals, opening and maintaining over 75 investment clients. This includes but not limited to knowledge of MMLIS, Brinker Capital, Investnet, American Funds and Emoney. Dedicated VP Investment Management Support with excellent experience in industry.
Maintain professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills. Organized and efficient Executive Assistant with 35 years supporting top-tier executives in finance, sales and accounting. Proven abilities to manage complex functions demanding honed multi-tasking skills.
Organized and efficient supporting corporate level officers and senior management personnel with demonstrated expertise in financial and operational leadership.
Adroit professional exemplifies multidisciplinary managerial skill in process, procedure and policy improvement initiatives.
Accomplished in workflow optimization techniques implementation which increase productivity, and maintain business integrity and quality of service for over 300 insurance clients.
Overview
36
36
years of professional experience
Work History
CFO / VP Investment Management Support
Stern Slavutin - 2 Inc.
New York, New York
11.1985 - Current
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
- Researched, proposed and implemented vendor agreements to decrease costs and improve services.
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Developed and maintained relationships with customers and suppliers through account development.
- Approved regular payroll submissions for employees.
- Directed staff and managed annual capital budget.
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
Education
Associate of Science - Small Business Administration And Management
Berkley College
New York06.1989
Skills
- Multi-line phone proficiency
- Advanced MS Office Suite
- AR/AP
- Business writing
- QuickBooks expert
Additional Information
As a Marketing Director, I was responsible for creating proposals for potential clients, as well as running inforces and calculation of Split Dollar PS58 cost for life insurance clients.
Softwares:
Advisor 360
MS Office (Word, Execel, etc.)
Quickbooks
SmartOffice
Number Cruncher
Winflex
Computerm
Languages
Spanish
Native or Bilingual
Italian
Limited Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
CFO / VP Investment Management Support
Stern Slavutin - 2 Inc.
11.1985 - Current
Associate of Science - Small Business Administration And Management
Berkley College
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