Sales Assistant
Resume:
CASSANDRA SPADONI
****************@*******.***
Oak Lawn, IL 60453
708-***-**** - home
708-***-**** - cell
CAREER OBJECTIVE
I would like to obtain a long-term position where my experience in
computer, management, and communication skills will benefit a growth-
oriented organization.
EXPERIENCE
2-08-9-08 Strategic Wealth Management (Prudential Financial)
45 S. Park Blvd.
Glen Ellyn, IL 60137
Office Manager/Executive Assistant
. Excellent attitude and an extraordinary client service
orientation.
. Acted as the main point of contact for incoming client
inquiries
. Extreme attention to detail and follow through
. Excellent organization and time management skills
. Processed new account paperwork
. Processed account transfers and followed through until
completion
. Processed contributions and redemptions
. Processed beneficiary changes
. Maintained a written system for client activities
. Created client financial planning portfolios,
. Experienced in calendar management at senior executive
level - set up meetings and confirmations
. Made detailed travel arrangements including hotel, car,
and flight coordination
. Generated correspondence and sales material.
. Sent priority letters and packages via UPS using online
service
. Excellent command of Microsoft products including Word,
Excel, Outlook, and PowerPoint
. Use of Lotus Notes
. Reorganized filing system both electronically and paper
. Strong command of investment programs.
. Set up conference calls, and maintained client database
(Junuxe).
. Ran insurance illustrations
. Submitted life insurance applications through electronic
assistant and followed up on cases through issue.
. Coordinated state SEC and FINRA licensing - also kept
track of licensing, CE credits and CFP credits
. Handled miscellaneous operation activities - paid bills,
monitored office equipment, kept personnel files,
ordered supplies, managed and trained part-time
marketing assistant.
. Experienced in handling multiple tasks and the ability
to prioritize responsibilities
. Self starter, able to work independently and with
minimal supervision
. Able to follow through on established processes and
recommend and implement improvements.
1/07-12/07 Car accident
8/06-12/06 Inland Securities Corporation
2901 Butterfield Road
Oak Brook, IL 60523
Executive Assistant to Vice President of Sales and Marketing
. Scheduled meetings and arranged conference calls on a
large scale.
. Made detailed travel arrangements including hotel, car,
and flight coordination.
. Daily, extensive use of MS Office
. Processed check requests
. Reconciliation of expense reports for Marketing
Department
. Managed calendar for Marketing Department (VP and three
Managers)
. Generated correspondence and sales material.
. Proofed sales material and reports for marketing
department
. Event Planning - worked with marketing staff setting up
meetings on large scale for FP visits
. Kept up data base (Sales Logix) for marketing
department.
3/05-7/06 Stayed home to care for mother who had Alzheimer's disease.
8/02-2/05 Ameritas Investment Corporation
The Advisors Group (Subsidiary of Ameritas)
One Lincoln Center Suite 360
Oak Brook Terrace, IL 60181
Executive Assistant to
Partner & Principal (CFP, RIA and OSJ)
. Acted as the main point of contact for incoming client
inquires (high-net worth clients)
. Business was strictly fee based - Assets Under
Management
. Excellent attitude and an extraordinary client service
orientation - had a very good relationship with clients
. Excellent command of MS products including Word, Excel,
Outlook and PowerPoint
. Strong command of investment programs, such as NetXPro,
and DST Vision
. Processed insurance paperwork through BISYS and Ameritas
. Processed new account paperwork
. Processed account transfers and followed through until
completion.
. Wired funds
. Processed contributions and redemptions
. Processed RMDs
. Kept track of all client activities, making sure that
all pending issues were taken care of.
. Weekly reports regarding client activities
. Worked with Financial Analyst for quarterly reports to
clients
. Processed beneficiary changes
. Maintained a written system for client activities in ACT
. Generated correspondence and sales material.
. Sent priority letters and packages via Fed Ex using
online service
. Mail merge letters to clients and prospect clients
. Experienced in calendar management on senior level - set
up meetings and confirmations
. Conference calls.
. Machine transcription for all client meetings
. Reorganized filing system (electronic and paper)
. Ordered supplies
. Responsible for yearly holiday gifts for clients
. Coordinated state SEC and FINRA licensing - also kept
track of CE and CFP credits
. Back up for Office Manager - Processed all paperwork for
OSJ signatures
. Signature guaranteed client signatures
. Ability to handle multiple tasks under stress
. Worked with minimal supervision
. Researched various items for clients
2/01-8/02 Various temporary assignments. Naperville / Chicago
Executive Assistant
. Offered support for a variety of executive positions
(CEO's, Presidents).
. Assignments ranged from one week to four months.
. Made detailed travel arrangements including hotel, car,
and flight coordination.
. Daily, extensive use of MS Office
. Organization of offices, sales & marketing materials.
. Generated correspondence and sales material
. Set up conference calls
. Event Planning.- meetings, dinners, company outings
. Assisted with Board Meetings
. Handled miscellaneous operational activities.
6/00-2/01 CS Integrated LLC
4220 S. Kildare Chicago, IL 60632
Executive Assistant to the Director of Global Services
. Made detailed travel arrangements including hotel, car,
and flight coordination.
. Set up conference calls, meetings and luncheons for
corporate visits
. Daily, extensive use of MS Office
. Generated correspondence and sales material.
. Creation of detailed presentations in Excel and
PowerPoint.
. Reconciliation of expense reports for Director
. Event Planning - worked with Senior Executive Assistant
for corporate visits (luncheons, meetings
3/98-6/00 Attended Business College and
graduated with high honors receiving an Associate's Degree in business.
10/95-12/97 Monumental Life Insurance Company
7601 South Kostner
Chicago, IL 60652
Senior Sales Assistant
( Provided
administrative assistant to district manager and sales representatives
. Generated correspondence and sales material
. Screened telephone calls
. Extensive client contact
.
8/76/9/95 Stay at home mom
3/70-7/76 Metropolitan Life Insurance
Company
3356 South Ashland Avenue
Chicago, IL 60608
Senior Sales Assistant
(Assigned to sales manager and six sales representatives)
. Generated correspondence and sales material
. Processed all insurance paperwork, including new
applications, loan requests, cash surrenders.
. Processed client requests for beneficiary change, and
payment mode change.
. Screened telephone calls
. Extensive client contact
EDUCATION
3/98-6/00 Northwestern Business College
7725 South Harlem Ave Bridgeview, Illinois 60455
Associate in Applied Science Degree in Office Technology with
Executive Emphasis.
Graduated with a 3.92 GPA - 4.0 being the highest
AREAS OF SKILLS
( Typing 79 wpm ( Machine ( ( Excel
Transcription Microsoft Word
( PowerPoint ( Access ( Desktop ( Outlook
Publishing
( Travel (Heavy calendar ( ( Strong Internet
Arrangements Scheduling Conference Calls Skills
( DST Vision ( Adobe Acrobat ( Lotus (ACT & Sales
Notes Logix
( Pershing - NetXPro ( Exceptional Organizational Skills
( Sales Force.com ( Event Planning
. Web: http://www.linkedin.com/in/cassandraspadoni
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