Administrative Assistant Sales

Location:

Posted:

October 16, 2010

Holly L. Hays

**W*** ** Street – Willowbrook, IL 60527

Email: holly_hays @comcast.net

Employment:

Sept. 2005 – Merrill Lynch, Schaumburg, IL

Feb. 2009

Client Associate

• Proactively assisted three financial advisors for their client accounts. Serviced clients’ accounts in cash account

activities, opening/closing accounts for savings, retirement, investment and various other financial planning

activities. Provided general office assistance for cashiering for office and assisted clients with changes in account

requests, e.g. beneficiary, trust and 401K activities.

Jan. 1998 – Waterstone Financial Group, Itasca, IL

Sept. 2005

Administrative Assistant to the President

• Provided life, disability, fixed annuity, LTC and other fixed product illustrations for our 500+ financial

representatives. Executed licensing of agents to sell various fixed products. Calculated twice-monthly commission

information for comptroller which required accuracy and detail.

July 1996 – Northwest Financial Group, Melrose Park, IL and Oak Brook Financial Group, Oak Brook, IL

Jan. 1998 Insurance licensed for life, health and disability insurance representative and agent assistant.

Nov. 1988 – Illinois Manufacturers’ Association (IMA), Chicago, IL

Feb. 1994

Director of Conference Services/Conference Coordinator

• Successfully executed 40-50 revenue-producing conferences/meetings/seminars per year for 100+ year old

statewide Association. Negotiated hotel contracts, exhibit set-up, scheduling/contracting speakers, audio/visual

requirements and event budgeting. Executive staff liaison to 40-member Small Manufacturers’ Action Council

and IMA Technology Committee. Set meeting agenda, arranged for speakers and coordinated annual Illinois high

school Essay Contest. Responsible for well-attended annual: Consulting Services Department conferences,

Environmental Compliance and Exhibition conference, Industrial Relations/Human Resource Management

conference, Sales Tax conference, and budget planning for various coalition conferences. Implemented desktop

publishing through use of Macintosh SE for brochure and badge design, word processing and budget planning. In

charge of hiring/firing of Conference Services secretarial/clerical support staff.

Education/Licensing:

• Illinois Life/health Insurance license (1996 to present); Masters of Arts degree study in Criminology, Florida State

University, Tallahassee, FL; Bachelor of Arts degree in Sociology, University of Minnesota, Minneapolis, MN;

Associate of Arts degree in Liberal Arts (pre-law), Austin State Junior College, Austin, MN

Activities: Girl Scouts: Troop Co-Leader and Cookie Sales Coordinator, 2001-2008; Stratford Green Condominium

Board member, 1991 to present, representing 488 condo units in unincorporated DuPage County, serving as officer: Vice

Pres. 1991-92, Pres. 1992-2000, Treas. 2000-present. Serve on various Board committees. Co-manager of private party

wait-staffing business (1997-2001). Active member of church community in Clarendon Hills, IL.