Rita J. Jordan

*** ******** **** *****

Lawrenceville, GA 30044

601-***-****

ac345s@r.postjobfree.com

Core Competencies: Corporate Administration, Customer Service, Shareholder Relations & Personnel Services, Insurance and Investment Services, EDGAR* Professional Experience

WealthPartners, LLP, Ridgeland, Mississippi 2013 - Present Office Manager/Insurance Services

• Maintain office services by organizing office operations and procedures; controlling correspondence; coordinating schedules and calendars for vendor and advisor meetings; designing filing systems; reviewing and approving supply requisitions; and coordinating IT maintenance for all office equipment

• Maintain database (Redtail), electronic files-scan client documents to appropriate source, and maintain filing system

• Establish and maintain files and case notes for client and prospect

• Coordinate distribution of client statements via Advisor Enterprise

• Create and update marketing materials including sales and prospect presentation materials (i.e., Power Point, flow charts)

• Coordinate travel arrangements and conference attendance for executive leaders and advisors

• Monitor and coordinate Continuing Professional Education (CPE) and licensing compliance for producers and team

• Provide client services and support for Insurance and Investment clients Parkway Properties, Inc., Jackson, Mississippi 1991 - 2013 Office Manager/Shareholder Relations Coordinator/Executive Administrative Assistant

• Supervised office assistant/runner and receptionist/administrative assistant

• Responded to shareholders concerns

• Formatted and disbursed news releases nationwide

• Edited annual reports and maintained company minute books

• Formatted and electronically filed reports to the Securities and Exchange Commission via the Electronic Data Gathering and Retrieval (EDGAR) Link*

• Electronically completed, filed and paid fees for corporate annual reports to various states

• Made travel arrangements and coordinated lunch meetings

• Purchased and maintained office supplies

• Verified payment of invoices associated with office supplies

• Audited shipping invoices

• Maintained employee personnel records, service contracts and copiers

• Completed Verification of Employment Requests

• Updated and maintained directors and officers company stock ownership Ingalls Shipbuilding, Inc., Pascagoula, MS 1971 - 1990 Program Administrative Support Specialist

• Provided administrative support to program management to effectively manage overhaul, kitting and planning yard services for U. S. Navy destroyers

• Routinely provided computer applications support and performed other general administrative duties as required

Education

Life Insurance License April 2013 – Present

State of Mississippi

Belhaven College, Jackson, MS August 1999

Bachelor of Business Administration

Hinds Community College, Raymond, MS May 1997

Associate of Arts in Accounting and Business Administration Skills

• Excellent communication and organizational skills

• Exceptional computer skills – Word, WordPerfect, Excel, PowerPoint, Outlook, EDGARLink for transmittal of documents to the U. S. Securities and Exchange Commission, Redtail CRM

• Ability to work with a wide range of personalities in a friendly and professional manner References

Provided upon request

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