Megan Figueroa
Philadelphia,PA
Summary
Enthusiastic Assistant offers background in problem-solving while serving in multiple roles. Assists organizational efforts with attention to detail and courtesy. Brings organized attitude to completing tasks, entering data and answering phones. Also, provides skilled support to facilitate operational efficiency and meet challenging requirements. Highly organized, efficiency-driven and proactive in handling simultaneous tasks with little oversight.
Overview
16
16
years of professional experience
Work History
Assistant to Financial Planners / Client Concierge
Principal Financial Services
Marlton, NJ
11.2007 - 01.2022
- Maintained an organized filing system of confidential client information in accordance with company policy.
- Protected clients' rights by maintaining confidentiality of personal and financial information.
- Handled conference room scheduling, collaborating with meeting organizers on logistics and catering.
- Ensured that all customer inquiries were answered promptly and completely.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Furnished system-generated financial information to inform client and project performance.
- Placed orders for office products, including paper and toner and kept strict eye on inventory.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Collated, bound and stored computer-generated reports.
- Answered and directed incoming calls using multi-line telephone system.
- Composed and prepared routine correspondence, letters and reports with job-related software.
- Maintained client accounts by obtaining, recording and updating personal and financial information.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Greeted visitors entering establishment to determine nature and purpose of visit.
- Transcribed tapes and notes from meetings into prescribed formats.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Ensured that all necessary forms were completed accurately prior to submitting them for processing.
- Transmitted information or documents to customers through email, mailings or facsimile machine.
- Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Scheduled and confirmed appointments.
- Performed data entry tasks into various computer systems accurately and promptly.
- Organized client meetings, prepared agendas, and developed meeting materials.
- Simplified complex financial terminology and concepts to support client comprehension and informed decision-making.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Responded promptly to inquiries from clients regarding their accounts or other matters.
- Provided administrative assistance including filing paperwork, answering phones, scheduling appointments.
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.
- Provided support to Financial Planners regarding complex investment strategies.
- Generated monthly statements for clients detailing their accounts' activity.
- Researched and evaluated various investments, insurance policies, and tax regulations.
- Actively participated in team meetings discussing current projects or upcoming initiatives.
- Assisted Financial Planners in preparing financial plans for clients.
- Reviewed account documents for accuracy and compliance with industry standards.
- Developed client presentations outlining current financial status and future objectives.
- Maintained up-to-date records of all transactions within the department.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Maintained schedule of class assignments to meet deadlines.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Recognized by management for providing exceptional customer service.
- Delivered products to customer locations on time.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted with customer requests and answered questions to improve satisfaction.
- Modified existing software systems to enhance performance and add new features.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
- Understood and followed oral and written directions.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Maintained updated knowledge through continuing education and advanced training.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar and spelling.
- Completed day-to-day duties accurately and efficiently.
Assistant to Financial Planners / Client Concierge
Osaic Wealth, Inc.
Haddon Heights, NJ
01.2022 - 06.2023
- Conducted periodic reviews of existing portfolios to ensure they remain consistent with the client's goals.
- Organized client meetings, prepared agendas, and developed meeting materials.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Responded promptly to inquiries from clients regarding their accounts or other matters.
- Provided administrative assistance including filing paperwork, answering phones, scheduling appointments.
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.
- Provided support to Financial Planners regarding complex investment strategies.
- Generated monthly statements for clients detailing their accounts' activity.
- Enforced compliance with state and federal regulations, statutes and company policies.
- Actively participated in team meetings discussing current projects or upcoming initiatives.
- Assisted Financial Planners in preparing financial plans for clients.
- Reviewed account documents for accuracy and compliance with industry standards.
- Developed client presentations outlining current financial status and future objectives.
- Maintained up-to-date records of all transactions within the department.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Planned and completed group projects, working smoothly with others.
- Maintained schedule of class assignments to meet deadlines.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Recognized by management for providing exceptional customer service.
- Worked with cross-functional teams to achieve goals.
- Delivered products to customer locations on time.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted with customer requests and answered questions to improve satisfaction.
- Modified existing software systems to enhance performance and add new features.
- Completed day-to-day duties accurately and efficiently.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
- Achieved cost-savings by developing functional solutions to problems.
- Understood and followed oral and written directions.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Maintained updated knowledge through continuing education and advanced training.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
Life And Health Insurance License PA - Insurance
Professional Training Services
Mt. Laurel Township, NJ06.2009
Bachelor of Science in Culinary Arts -
Drexel University
06.2002
Skills
- Meeting Support
- Project Management
- Project Coordination
- Meeting Coordination
- File Management
- Mail Distribution
- Administrative Support
- Office Administration
- Data Entry
- Office Equipment Troubleshooting
- Fast Learner
- Administrative Duties
- Schedule Coordination
- Spreadsheet Software
- Time Management
- Team Collaboration
- Calendar Management
- Support Services
- Schedule and Calendar Management
- Multi-Line Phone Systems
- Administrative Tasks
- Business Correspondence
- Accounting Support
- Relationship Building
- Verbal and Written Communication
- Travel Arrangements
- Marketing Assistance
- File and Record Keeping
- Microsoft Office Suite
- Computer Skills
- Workload Management
- Product and Service Understanding
- Project Support
- Report Generation
- Product and Service Knowledge
- Operations Support
- Data Confidentiality
- Presentation Creation
- Document Control
- Positive and Professional
- Email Correspondence
- Corporate Procedures
- Mail Sorting and Distribution
Timeline
Assistant to Financial Planners / Client Concierge
Osaic Wealth, Inc.
01.2022 - 06.2023
Assistant to Financial Planners / Client Concierge
Principal Financial Services
11.2007 - 01.2022
Life And Health Insurance License PA - Insurance
Professional Training Services
Bachelor of Science in Culinary Arts -
Drexel University
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