Lisa M. Norman

ad2wmd@r.postjobfree.com Lincoln Park, MI 734-***-****

Objectives

I am looking for an opportunity to become a value team member and possible growth opportunities with your company.

Education

Hamtramck High School

June 1991 Diploma

Yearbook for 2 years

Vice President of the MADD (Mother’s Against Drunk Driving) 2 years

Helped our Local Police with the DARE (Drug Abuse Resistance Education) program 2 years

Experience

Park Avenue Wealth Management/Innovative Financial Services-Livonia, MI

Administrative Assistant November 2019-March 2021 – Job Duties included the following but not limited too.

New Accounts-Opening accounts, filling out and submitting transfer documents, as well as maintaining client files. Follow up daily on any transfer.

Customer Service- Answering phone calls from clients. Answer questions regarding their accounts, and/or receive requests for checks, financial summaries, changes to their account and balance inquires. Send out client forms that are needed to be signed for certain requests. Once received back I would send them to be processed and do daily follow ups until request has been completed. Also follow up with client on status and completion of all requests.

Agent Assist- I assist my agent with scheduling meetings with new or existing clients. Prepare Financial Summary Reports for the meeting and have paperwork ready if needed.

Bakalis Financial Trenton, MI

Administrative Manager July 2002 – November 2019-Job Duties included the following but not limited too.

New Accounts-Opening accounts, filling out and submitting transfer documents, as well as maintaining client files. Follow up daily on any transfer.

Customer Service- Answering phone calls from clients. Answer questions regarding their accounts, and/or receive requests for checks, financial summaries, changes to their account and balance inquires. Send out client forms that are needed to be signed for certain requests. Once received back I would send them to be processed and do daily follow ups until request has been completed. Also follow up with client on status and completion of all requests.

Agent Assist- I assist my agent with scheduling meetings with new or existing clients. Prepare Financial Summary Reports for the meeting and have paperwork ready if needed. I will also meet with clients when my Agent is not available or if the client did not make appointment and needed to come in. Maintain office equipment and supplies.

Experience

Raymond James & Associates-Detroit, MI

Assistant Supervisor New Accounts May 1993-July 2002-Job Duties included the following but not limited too.

Was formerly Roney & CO prior to a purchase by Raymond James & Assoc. I helped with the transition of the accounts to the new system. Took calls from agents and their sales associates with questions or help with client account openings. Supervised about 20 employees, scheduling their phone time, email time, fax time, and scanning time. This consisted of each employee to spend an hour at a time on these duties. Also, I ran reports and would adjust schedules as needed depending on the reports. Assisted my Supervisor with interviews, yearly evaluation meetings, and also would work together to make sure that our employees were maintaining their workflow schedules.

Skills

Customer Service 27 years

Financial Industry 27 years

Computer Skills-Word, Excel

Fast Learner and Eger to learn

Can work under pressure

Enjoy working with others

Financial Industry –Procedures and processing

Friendly and welcoming and Team Player

Financial Systems-NetX, Orion, E-Money, Redtail, Laser App, Docupace