Administrative Assistant to the Branch Manager - ( January 2012 - Present) Stifel Nicolaus, Southport, NC Provide administrative support to the Branch Manager and Financial Advisors (FA's). Organize the Branch Manager's and FA's calendars, travel arrangements, meetings, and client/prospect events. Track and maintain expense reports, vendor reimbursements for events and manage marketing. Answer customer queries in person, by telephone and via e-mail messages. Establish new accounts, enter orders and process check requests, deposits and mail.. Create and maintain filing systems. Train staff and FA's to use various systems. Manage and support Compliance regulations and prepare for audits. Assist the help desk with testing new computer systems and/or upgrades. Use MS Office software daily to prepare letters, mailings and reports.
Client Associate - ( July 2005 - January 2012) Wells Fargo Advisors, Southport, NC Same as current position. Moved with the Branch Manager and FA's that I support.
Rowan Techical College - 1981 Salisbury, NC IT, Associate Associate degree in IT