Experience

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  Retirement Planners

  • Financial Assistant
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  Retirement Planners, Inc.

  • Oak Brook, IL

  • Financial Assistant

    • Oct 2010 - Present
    • Oak Brook, IL

    I work for a Financial Planner who specializes in the retirement area. Also manages office.

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  Strategic Wealth Management (Prudential Financial)

  • Office Manager/Executive Assistant

    • Feb 2008 - Oct 2008

    Worked for two Financial Planners in a private office. Processed all investment paperwork, addressed all client service issues, scheduled and confirmed meetings. Set up conference calls, and maintained Junxure database. Submitted life insurance applications through electronic assistant and f...

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  Inland Securities Corporation

  • Executive Assistant to VP of Sales & Marketing

    • Aug 2006 - Dec 2006

    Scheduled meetings, arranged conference calls, processed check requests screened phone calls and other duties assigned.

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  Ameritas

  • Executive Asst to Managing Partner

    • Aug 2002 - Feb 2005

    Duties include running Principal’s office – Estate Planning and Financial Planning - Processing new applications for various mutual fund companies, insurance companies (life, LTC, and LTD), wiring funds, transfer of assets, opening new accounts and checking on account balances for transfers for v...

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  CS Integrated LLC

  • Executive Assistant to Director of Global Sales

    • Jun 2000 - Feb 2001

    Duties included complex travel arrangements, setting up meetings and luncheons, screened telephone calls, set up conference calls, correspondence, sales material. Created presentations in Excel and PowerPoint. Kept expense reports, and worked in Sales Force.com. Other miscellaneous duties assi...

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  Metropolitan Life

  • Senior Sales Assistant

    • Mar 1970 - Jul 1976

    Assigned to sales manager and six sales representativesProvided administrative support to manager and sales representatives. Duties included all aspects of life and health insurance (reports, applications, correspondence, checks, phone calls, etc).