Executive Administrative Assistant

Nancy E. Smith

P.O. Box ****

Lexington, OH *4904

Cell Phone Number: 567-***-****

Email **************@***.**.***

OBJECTIVE To obtain a position in my current field or unrelated field.

EXPERIENCE 2006 – 2012 Administrative Assistant

Prats & Hogestte Financial Group Mansfield, OH

Only support system for the office. Administrative assistant large 457 deferred compensation plan. Growth of

account from $20 million to $67 million in eight (8) years. Second (2 nd) largest pension account with our

administrator. Customer service for 457 deferred compensation plan requests. Processed enrollment forms, transfer

forms, loan forms, and unforeseeable emergency requests. Direct contact with city and township payroll

departments per salary deferrals. Worked directly with attorneys, accountants, chief executive officers, presidents

and vice presidents.

Trained representatives in the office. Made travel arrangements for managers, partners and representatives.

Scheduled presentation, enrollment sessions for representatives in office and for meetings throughout the State of

Ohio. Organized sales meetings, designed announcement flyers, power point presentations and tri folds. Processed

individual business, annuities, life insurance and disability insurance. Assistant to financial planners. Experience

with Microsoft Office, Publisher, Power Point, Excel and Word, Docupace Imaging System, NetEx360 System.

Ordered and coordinated enrollment and sales material.

2004 – 2006 Administrative Assistant

Dawson Wealth Management Ontario, OH

Promoted to Dawson Wealth Management in 2005. Worked seven (7) days a week on conversion of 457 Deferred

Compensation plan. Revenue from conversion to Dawson Wealth Management and to partnership within the

department $200,000 Partnership parted with Dawson Wealth Management 2006. Prats and Hogsette Financial

Group asked me to join their new office.

1986 – 2004 Self Employed

Corporate Administrative Services

Graduated from Lexington High School 1985. Attended Ohio State University 1986. Joined family

insurance business 1986. Obtained Life, Accident and Health Insurance License 1989. Sales and service.

Conducted enrollment sessions for human resource departments per employee benefits.

References Upon Request

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