Martha Pena
Brooklyn,NY
Summary
To obtain a position that will allow me to utilize my organizational skills, multi-tasking abilities and foster growth both personally and professionally.
Overview
11
11
years of professional experience
Work History
Executive Assistant
Ameriprise Financial
02.2024 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Answered high volume of phone calls and email inquiries.
- Annuity and Investments applications.
Executive Administrative Assistant
Equitable, LLC.
07.2015 - Current
- Answering phones, processing mail, scanning, photocopying and insurance check processing
- Communicated on call with customers and companies with various requests and questions
- Responded actively to internal and external requests for information
- Prepared documents, policy information and files for additional handling by other associates
- Executive assistant to four agents
- Call/Email clients to schedule appointments for reviews with my agents
- Schedule medical exams for clients who are apply for Life Insurance
- Medical, dental and vision Insurance enrollment.
Real Estate Title Examiner
S.J. Carroll Jr. Inc.
06.2014 - 07.2015
- Used public records to research titles for various client reasons, usually to establish status of ownership and chain of title
- Located and analyzed applicable instruments, including deeds, easements, deeds of trust mortgages, probates etc
- Prepared worksheets and title reports.
Administrative Assistant
AXA Advisors, LLC.
08.2013 - 06.2014
- Answering phones, processing mail, scanning, photocopying and insurance check processing
- Communicated on call with customers and companies with various requests and questions
- Responded actively to internal and external requests for information
- Prepared documents, policy information and files for additional handling by other associates
- Executive assistant to four agents
- Recruiting for my agents
- Call/Email clients to schedule appointments for reviews with my agents
- Schedule medical exams for clients who are apply for Life Insurance.
Education
High School Diploma -
Telecommunications H.S.
Brooklyn, NY06.2000
Skills
- Microsoft Word
- Excel
- Outlook
- Sales Force
- Thompson 1
- EMoney
- Asset Map
- ClientWorks
- HealthPass
Languages
Spanish
Native or Bilingual
Timeline
Executive Assistant
Ameriprise Financial
02.2024 - Current
Executive Administrative Assistant
Equitable, LLC.
07.2015 - Current
Real Estate Title Examiner
S.J. Carroll Jr. Inc.
06.2014 - 07.2015
Administrative Assistant
AXA Advisors, LLC.
08.2013 - 06.2014
High School Diploma -
Telecommunications H.S.