Administrative Assistant Sales

Melanie Dawn Wilson

WORK EXPERIENCE

Presentation Strategies, Regulatory Presentation Management

March 2008 - Current

Project Director

- Establishes and manages client expectations and all client relations

- Communicates with client via email, phone and face to face

- Provides slide guidance and recommendations to client teams

- Manages workload received from client and delegate work to Technical

Graphics Specialist(s)

- QCs edits for self and team members as needed

- Stays current on logistics surrounding meeting dates, room layouts, and

Audio Visual team

- Tracks and provides hours worked and pass-through expenses on project to

as needed

- Alerts Sales Team to change orders required for additional meetings,

hours and pass-thru expenses overages

- Travels for client meetings as needed, requested, or recommended

- Schedules and leads kickoff meeting with Technical Graphics Specialist,

Sales Representative, and RPM Manager

- Establish working process for slide development during project

- Introduce client team to Q&A strategy and systems as well as train client

team on process

- Establishes expectations with client team

- Answers client questions promptly and professionally

- Executes Q&A sessions, Core rehearsals, mock meeting and Advisory

Committee Meetings

Technical Graphics Specialist

- Creates new slides and complete edits based on client input

- Formats slides for consistency and printing

- Uploads/downloads documents to and from web portal

- Arranges and executes web conferencing/teleconference meetings for slide

reviews, Q&A, and run-throughs

- Manages and assigns large workloads as needed to meet client expectations

- Backs up Project Director during Sponsor presentation & Q&A session

(ready to jump in incase technical malfunction occurs)

Professional Recovery Consultants, Inc. Durham, NC

April 2004 - February 2008

Client Services Manager

- Management and supervision of 5+ employees

- Maintain highly professional client service center

- Serve as a liaison between collections, support, sales and external

clients

- Remit client statements and trust checks

- Remit monthly reports to clients and issue various correspondence to

debtors

- Oversee the following processes: return mail, bankruptcy notifications,

credit bureau disputes, manually keyed new business, account inquiries to

clients (3chk)

- Ensure that all new clients are properly directed through the various

channels

- Maintain client files and contracts

- Oversee communication of special client projects

- Monitor and maintain accounts receivable cash flow

UVEST Financial Services Charlotte, NC

November 1999 - October 2003

Marketing and Training Coordinator

- Developed marketing materials such as brochures, 'point of sales'

literature and sales tools

- Created, designed, composed and edited marketing materials and documents

- Identified, evaluated and recommended marketing strategies in accordance

with the firm's objectives

- Supported client institutions in obtaining marketing materials and

supplies

- Assisted with conversions/new program roll-outs, promotions, marketing

campaigns, and conferences

- Coordinated training for new representatives; including hotel,

transportation and food accommodations

- Assisted with coordination and setup of trade shows, conferences and

regional meetings

Registration Specialist

- Registered representatives and employees in the appropriate states with

the appropriate licenses

- Completed the renewal process for the firm as well as representatives and

employees

- Gathered materials and facilitated "New Broker Training" for all new

representatives

- Paid state fees and kept the firm in compliance with all state, SEC, and

NASD regulations

- Monitored queues on WebCRD and IARD for any negative alerts

RGL Gallagher, LLC Charlotte, NC

July 1999 - November 1999

Administrative Assistant

- Created new client files with appropriate coding

- Generated and distributed reports to clients

- Assisted with client investigations

- Performed general office duties

Pinkerton Services Group Charlotte, NC

April 1999 - July 1999

Administrative Assistant

- Prepared service agreements and proposals for prospective clients

- Composed Sales Team's letters for prospective clients

- Handled mailings to prospective clients and submitted background search

results to applicants

- Performed general office duties

First Union National Bank Charlotte, NC

May 1997 - April 1999

Human Resources Administrative Specialist III

- Monitored and balanced monthly departmental budget

- Developed and documented internal office procedures

- Compiled and prepared monthly business review for distribution

- Performed Editorial Assistant duties for various manuals created by the

Documentation Team

- Made arrangements for all training classes and coordinated offsite team

building meetings and exercises

- Represented Design and Documentation teams over the telephone to internal

and external customers

EDUCATION/SOFTWARE KNOWLEDGE

Administrative Assistant Certificate

Associate's Degree in Business Administration

Bachelor's Degree in Business Administration (September 2010)

Software: Microsoft Access, Microsoft Excel, Microsoft Groove, Microsoft

Outlook, Microsoft PowerPoint, Microsoft Word, SharePoint

1600 Wheelwright Place, Apt 304, Cary, NC 27519 Phone: 919-***-****

Email: abk8gx@r.postjobfree.com

Contact this candidate