Executive Administrative Assistant, Clinical Safety Associate

• May 2018 - Present

Executive Assistant

• Nov 2014 - May 2018

• Supported Chief Investment Officer (Senior Managing Director), Chief Global Strategist and Director of Due Diligence (Managing Director) in all day to day activities and initiatives • Managed investment team's monthly reporting using Bloomberg Terminal • Prepared all presentations and materials for monthly board of directors and committee meetings • Maintained investment team's SharePoint site • Arranged executive and investment team international and domestic travel using Concur Travel Management • Handled travel accommodations and scheduling for out-of-town visitors • Coordinated office video conferencing, including global company meetings across multiple time zones • Maintained investment expense approval portal and product idea portal • Assisted investment team, manager research team, legal team and administrative team with overflow Show less

RACE Coach

• Sep 2013 - Nov 2014

• Meets with each new representative at least 2 days per week to provide one-on-one coaching for the first six months of their career • Guides new representatives through studies and activity tracking• Encourages new representatives maintain focus on high activity and effective sales habits• Maintains Accountability Folders for each new representative • Communicates activity results weekly to leadership team

Contract and License Coordinator

• Nov 2012 - Nov 2014

• Serves as the main contact for contract, license and registration process• Provides support to Director of Development throughout entire recruiting and selection process• Coordinates internship program; facilitates onboarding process for new financial representatives • Collaborates with Director of Operations, Sales Execution Team, Technology Coach and Client Relations Center on new financial representative support• Assists with Fastrack Training System, Board of Review/business planning for financial representatives, weekly meetings, and monthly Client Builders• Facilitates contract and other changes for existing financial representatives• Manages requirements for non-contracted staff to Northwestern Mutual Investment Services, LLC (NMIS)• Processes stipends and reimbursements• Coordinates training calendar, orders training materials and sets up training classes• Handles all Sales School preparations; facilitates sessions on Client Building and Listening vs Hearing• Participates in all Leadership Meetings• Manages terminations Show less

Managing Partner Executive Assistant

• Nov 2011 - Nov 2014

• Prepares all Managing Partner presentations, communications and meeting materials • Provides administrative support, including calendaring and travel arrangements• Troubleshoots and resolves any issues that arise in absence of management• Arranges and hosts all local group meetings, banquets and social events for up to 120 guests• Handles group travel logistics for annual meeting and regional meeting for up to 30 travelers• Maintains confidential agency files• Initiates group communications including production of monthly group bulletin Show less

Customer Service Representative

• May 2010 - Nov 2011

- Communicate extensively with clients and carriers and handle all service needs - Compile data for submissions, complete policy checks and track follow-up requirements - Perform research for Insurance Marketing Team - Assist with development of proposals and prepare presentation binders - Communicate extensively with clients and carriers and handle all service needs - Compile data for submissions, complete policy checks and track follow-up requirements - Perform research for Insurance Marketing Team - Assist with development of proposals and prepare presentation binders

Salon Manager

• Jun 2006 - May 2010

- Hired, trained and supervised personnel; arranged work schedules and facilitated payroll - Handled all customer service issues; processed payments; conducted drawer counts - Resolved problems with credit card machine and disrupted telephone service - Performed weekly inventory and ordered supplies - Hired, trained and supervised personnel; arranged work schedules and facilitated payroll - Handled all customer service issues; processed payments; conducted drawer counts - Resolved problems with credit card machine and disrupted telephone service - Performed weekly inventory and ordered supplies