Administrative Assistant
Resume:
Liza Cordovano
East Hanover, NJ 07936
********@*****.***
Objective:
A challenging and responsible position for a progressive company requiring
broad practical experience. A position with strong planning skills and the
ability to handle multiple projects will promote organizational goals and
career growth.
Summary of Qualifications:
History of contributing to increased productivity while improving
efficiency, meeting deadlines, and ensuring client relations
Proficient at Laserfiche application and
Microsoft Office Suite (Word, Excel, Outlook)
Education:
Intro to Psychology (County College of Morris)
Dale Carnegie sales course (Saddle River, NJ)
High School graduate (Belleville, NJ)
Experience:
Administrative Assistant/Office Manager (February 2010- Present)
LEA Associates, Inc. West Orange, NJ
Broker Dealer - Summit Equities, Inc.
Clearing House - National Financial
-Ensure consistent compliance with FINRA and SEC regulations
-Perform all account and information management in absence of Financial
Planner
-Filling out application for Alternative Investments, Annuity Applications,
New Account Apps, Illiquid Investment Disclosure Forms, Variable Annuity
Disclosure Forms, IRA's, Life Insurance Policies etc for clients to sign
and to scan to Broker/Dealer,
-creating and maintain spreadsheets for account and asset management - show
monthly and annual distributions, as well as Total Income to date from
Inception
-Transferring of accounts from one Broker/Dealer to another
-Pulling quarterly overview statements from Streetscape/Envestnet system
-Compose and type correspondence to clients and Associates
-Raising cash through Streetscape, following process for when money reaches
accounts and than distributes to client per their instructions (wire
transfers, EFT's, check disbursement)
-Navigating through company websites to pull statements for clients
-Ordering prospectuses, keeping them up to date and eliminating old ones.
-Coordinate travel plans, pay bills either thru check or credit cards
-Setting up conferences, seminars between our office and CPA's, lawyers,
etc, manage calendar through Redtail Technology and Outlook
CSR (July 2006-Feb 2010)
CRC Insurance Services, Parsippany, NJ
-Agency contacts in regards to insured policies
-Processing and follow-up of endorsements, claims, payments,
-Setting up new insured policy folders
-Clearing and setting up new business
-Receiving and checking of policies
-Follow-up of any missing correspondence
-Property and Casualty License
-Employee of the year 2007
Surplus Lines Tax Administrator
-Preparation for quarterly New Jersey Surplus Lines tax report for the New
Jersey Department of Banking and Insurance
-Preparation of the quarterly New Jersey Fireman's Association Report
-Requesting and sending loss run reports to agencies, manage calendar
Production Manager (1990-1994)
Imtech Graphics, Carlstadt, NJ
-Scheduling and following jobs through completion
-Heavy client contact - Manhattan based Advertising agencies
-Billing of all jobs, estimated 5 million of color separations and printing
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