Registered Sales Assistant Resume
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St Louis Park, MN
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:
- 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.
- 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.