Joyce A. DeSpirito
Morris Plains, NJ 07950
*****.*********@*****.***
QUALIFICATIONS SUMMARY
I have more than twenty years experience as an exceptionally skilled Executive Assistant in demanding sales, financial
services, and political environments. I have provided administrative and clerical support and leadership. These roles have
required strong organizational, technical, interpersonal and problem resolution skills, which I have demonstrated consistently.
I have an energetic personality and am competent at managing competing priorities while assisting with process
improvements that support operational excellence and support business initiatives. Based on feedback received in annual
performance review processes, my peers consider me trustworthy, ethical and discreet in managing important relationships
and situations. I am diplomatic and tactful in encouraging the development of goodwill and positive and productive long term
working relationships with people at all levels. I am skilled in the Microsoft Office suite of programs.
PROFESSIONAL EXPERIENCE
PIO COSTA & ASSOCIATES June 2013 – September 2014
A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC.
Marketing Director, Office and Business Development Manager
Reported directly to franchise owner
•
Client acquisition
•
Coordinated transition towards a modern wealth management office
•
Provided staff training, managed daily operations, developed employee handbook
•
Managed and lead employee staff
•
AMERIPRISE FINANCIAL SERVICES, SADDLE BROOK, NJ 2009 to 2013
Executive Assistant to the Regional Vice President
Worked as liaison between the Regional Vice President and 350 financial advisors for the Mid Atlantic Region
•
Handled all client dispute resolutions
•
Coordinated all travel, training, and special events. Negotiated and executed all contracts
•
AMERIPRISE FINANCIAL SERVICES, PARSIPPANY, NJ 2008 to 2009
Event Coordinator
Scheduled and developed logistical plans for over 125 marketing and client service events for the 8 Area Offices in
•
the Mid Atlantic Market Group
Worked closely with advisors and leaders to insure successful execution of event plans
•
Mastered Contact Manager for tracking and planning of events
•
Responsible for handling billing of events and tracking expenses for the 8 Area Offices
•
AMERIPRISE FINANCIAL SERVICES, SADDLE BROOK, NJ 1995 to 2008
Group Vice President Assistant
Provided administrative support to the Group Vice President and 8 direct reports on his Senior Leadership Team
•
with a demonstrated ability to improvise and meet demanding deadlines
Assisted with meeting preparation and data research as well as the development of presentations for internal and
•
external meetings
Served as the planner for numerous New Jersey Market Group events including Ameriprise Financial Education
•
Days, client acquisition or service seminars, incentive conferences, US Open Platinum Financial Services client
events, etc.
Managed GVP and Market Group calendars and coordinated travel arrangements for GVP, FVPs, MGD, etc.
•
Prepared monthly expense reports for GVP and MGD and reconciled monthly Market Group expenses
•
AMERICAN EXPRESS FINANCIAL ADVISORS, PARSIPPANY, NJ 1994 1995
Advisor Assistant
Coordinated client acquisition events and called leads to set appointments leading to client acquisition
•
Processed applications for new accounts and coordinated scheduling and preparation for client service meetings
•
Handled all office functions including phones, mail handling, bill paying, etc.
•