VICKI L. SALYER
**** ****** ******* *** ** Smyrna, GA 30082 404-***-**** ac4gz6@r.postjobfree.com
Professional Skills
o
MS Word
MS Excel
MS Outlook
MS Publisher
MS PowerPoint
MS Access
Office 360
Visio
Orion
Adobe Photoshop
LiveSite
Salesforce
Wordpress
Sharepoint
Constant Contact
Project Manager
oNegotiated the purchase of Salesforce, created training materials, customized and launched Salesforce for 17 users in a financial services environment
oResearched and made arrangements for new IT company, revised contract, scheduled deployment, and monitored support services including software and hardware upgrades, coordinated switch of telephone and internet service
oUpdated marketing materials such as brochures, mailing pieces, and client ready handouts
Administrative
oExtensive experience in creation of various types of presentations including charts, graphs, spreadsheets, proposals, brochures, email and correspondence including client/advisor communications and events
oAbility to prioritize tasks to meet deadlines, maintain confidentiality, and understand the need for diplomacy and tact in dealing with co-workers and clients
oMotivated, organized, learn quickly, and assume responsibility to accomplish the job
Career History
Quest Financial, Atlanta, GA – Various Temporary Administrative Assistant Assignments – 2016 – present
Alliancesphere, Atlanta, GA – Executive Assistant to CEO and President – 2017
Heavy domestic and international travel scheduling and calendar management
Special event and meeting planning
Salesforce and Sharepoint data management
Lindner Capital Advisors, LLC Marietta, GA - Senior Executive Administrator – 2009 - 2015
Supported CEO and staff with meeting arrangements, extensive travel, conferences, and projects
Provided computer support to staff and coordinated IT support tickets with outside vendor. Maintained and updated website, composed, edited and distributed quarterly newsletter
Assisted Chief Compliance Officer with reviewing marketing pieces, brochures, and presentations and used Constant Contact to communicate with leads and current clients
Planned and organized Lindner Wealth Manager Symposium, on-site meetings, and special events for advisors
Salesforce Administrator for 17 users. Installed, deployed, and customized Salesforce for a financial services firm and created and distributed Salesforce training materials
Raymond James, Atlanta, GA - Branch Manager Assistant - 2008 - 2009
Transitioned with Branch Manager to Lindner Capital Advisors, provided assistance to Branch Manager and coordinated daily operations with staff including planning travel, training, and recruiting efforts
Managed on-site training and development of advisors and staff through outside wholesalers and continuing education instructors
Responsible for back office compliance, check disbursements for clients, processing deposits, and Medallion authorizer for stock certificates. Assisted Branch Manager with personal projects including social hosting & home maintenance
Lincoln Financial Advisors, Atlanta, GA - Executive Assistant - 2006 - 2008
Provided support to 3 Managing Principals and Financial Planners as needed
Coordinated sales meetings, training, and special events for the Southeast region
Assisted with recruiting of Financial Planners including travel arrangements, managed Outlook calendar for the firm and coordinated travel arrangements
Produced weekly and monthly recruiting reports, expense account management, and office budget reconciliation
Education
Spencerian College, Louisville, KY - Graduated from one-year secretarial program