Experience

Partners Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Manager

  • Dec 2016 - Present



The Income Benefits Group, Inc.,

• Naperville, IL

• Registered Associate Assistant

  • Oct 2014 - Dec 2016

  • Prepare files for client meetings (e.g. run illustrations, prepare application paperwork) • Submit and track the processing of new business • Maintain client data in CRM (Salesforce) • Complete and update client files and keep them compliant with state and company policy • Check figures, postings, and documents for correct entry, mathematical accuracy, and codes • Handle policy owner service calls (e.g. questions they have on their policies, billing) • Prepare files for client meetings (e.g. run illustrations, prepare application paperwork) • Submit and track the processing of new business • Maintain client data in CRM (Salesforce) • Complete and update client files and keep them compliant with state and company policy • Check figures, postings, and documents for correct entry, mathematical accuracy, and codes • Handle policy owner service calls (e.g. questions they have on their policies, billing)



Northwestern Mutual

• Downers Grove, IL

• Administrative Assistant/AFR

  • Sep 2000 - Jul 2014

  • Responsible for transcribing confidential client meeting case notes on a daily basis • Prepare files for client meetings (e.g. run illustrations, personal needs analysis) • Complete and update client files and keep them compliant with state and company policy • Check figures, postings, and documents for correct entry, mathematical accuracy, and codes • Handle policy owner service calls (e.g. questions they have on their policies, billing) • Responsible for transcribing confidential client meeting case notes on a daily basis • Prepare files for client meetings (e.g. run illustrations, personal needs analysis) • Complete and update client files and keep them compliant with state and company policy • Check figures, postings, and documents for correct entry, mathematical accuracy, and codes • Handle policy owner service calls (e.g. questions they have on their policies, billing)



Sinai Chicago

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Administrative Assistant

  • May 1995 - Sep 2000

  • Coordinate credentialing information for 200+ physicians and maintain their files • Process Accounts Payable monthly • Manage forms for medical record requests • English/Spanish translation of medical documents along with occasional patient translations • Coordinate credentialing information for 200+ physicians and maintain their files • Process Accounts Payable monthly • Manage forms for medical record requests • English/Spanish translation of medical documents along with occasional patient translations



Royal Knitting Mills, Inc.,

• Greater Chicago Area

• Administrative Assistant

  • Jun 1985 - May 1995

  • Perform general office duties, such as ordering supplies and maintaining records systems • Review time sheets and other information to process paychecks for 25 employees • Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses • Perform general office duties, such as ordering supplies and maintaining records systems • Review time sheets and other information to process paychecks for 25 employees • Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses