Virginia Lasley
Scottsdale,Arizona
Summary
To obtain a leadership role using my exceptional organizational, relational and customer service skills to impact growth and success of the firm and team.
Overview
36
36
years of professional experience
Work History
Sr. Registered Sales Assistant
Wedbush Securities
12.1991 - Current
- Provide comprehensive support to Financial Advisors by managing client relationship, ensuring timely communication and delivery exceptional service.
- Foster strong relationships with clients, resulting in increased trust and loyalty through exceptional customer service.
- Enabled smoother team collaboration by acting as a liaison between financial advisors, clients, and other internal departments to resolve any potential issues or concerns promptly.
- Streamlined account opening process for new clients, improving overall satisfaction during onboarding experience.
- Office IPO Coordinator includes implementing indications of interest, allocating shares and order entry.
- Verify and process FA State Registration, Insurance Licensing
- Implements efficient office administration including, cashiering, billing submission, ordering office supplies, coordinating services for office equipment, maintaining office filing and records per FINRA Regulatory rules and supervising requirements for correspondence.
- Played a vital role in the recent office remodel, established relationships with crews and vendors for scheduling of projects and installation.
Administrative Assistant
Various Temp Agencies
09.1989 - 12.1991
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Managed filing system, entered data and completed other clerical tasks.
- Assisted coworkers and staff members with special tasks on daily basis.
Skills
- Series 7, 63 & 24 Licences
- Customer Service
- Strong Organizational Skills
- Time Management
- Problem Solving
- Dependable & Reliable
- Adaptable
- Interpersonal Communication
- Microsoft Office Proficient
- Multitasking
- Employee Training & Development
Timeline
Sr. Registered Sales Assistant
Wedbush Securities
12.1991 - Current
Administrative Assistant
Various Temp Agencies
09.1989 - 12.1991
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