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Manager Executive Assistant

Location:
Marietta, GA
Posted:
February 14, 2018

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Resume:

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



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