Registered Sales Assistant Resume St. Louis Park, MN - Hire IT People

SUMMARY:

To obtain a Sales Assistant position where my collection of skills in the brokerage industry can be effectively utilized for increased profitability and sales volume.
Offering operational and administrative excellence in a fast - paced, demanding environment.
I am an energetic, articulate and detail-oriented professional offering 20+ years experience in the brokerage industry.
To join an organization that will offer me a dynamic environment, professional growth and enable me to interact with prospects, clients and co-workers.

AREAS OF EXPERTISE/EXPERIENCE INCLUDING:

Series 7 & Series 63 licensed for 15+ years.
Client and broker administrative support
Interaction with broker dealers and wholesalers
Broker/Dealer conversions
Extensive experience in both international brokerage house and community bank setting.
Client problem identification, analysis and solution.
Direct and relationship marketing
Forms and client records management
Prospect and client seminars and conferences
Computer application proficient.

PROFESSIONAL EXPERIENCE:

Registered Sales Assistant

Confidential, St. Louis Park, MN

Responsibilities:

In 2010 successfully converted clients’ accounts from one broker/dealer INVEST Financial to Raymond James.
Scheduled appointments for two Financial Advisors.
Completed client account paperwork with minimal direction.
Researched and resolved client and operational issues.
Completed firm element deadlines and continuing education requirements.
Assisted Financial Advisors with marketing campaigns and seminars.
Maintained an orderly filing/recordkeeping system.
Product operations (fluent in operational procedures of product partners).

General Manager

Confidential, Essex, MT

Responsibilities:

Managed or supervised many of the daily operations of the Inn including reservations, group meetings, weddings, housekeeping, gift shop, and entertainment and sport offerings.
Recruited and supervised full-time and seasonal staff.
Interacted with local tourist offerings and related entities including Glacier National Park, Big Mtn. Ski area, rental car operations, restaurants, and county and state services.
Guest interaction and relationship building.

Registered Sales Assistant

Confidential, Minneapolis, MN

Responsibilities:

Worked successfully with two high net-worth client Investment Executives.
Interacted with clients in all sales stages.
Applied dynamic administrative skills toward effectively managing appointment scheduling, documentation processing and detailed record keeping.
Structured office environment by establishing and communicating policies and procedures, assembling and consolidating key data and organizing company files.
Maintained the highest confidentiality and professional attitude with all staff members, as well as internal and external contacts.
Drove general office operations including correspondence/communications productions, mail processing and file system management.