Sales Assistant Executive
Resume:
Gina De Bellas
Staten Island, NY *0312
********@*****.***
Experience:
April 2004- July 2012
Oppenheimer & Co., Inc., New York, NY
Executive Assistant/Sales Assistant
• Supported five-seven Executive Directors in the Institutional Sales Department.
• Organized and maintained heavy appointment calendars and call sheets
• Answered and screened all calls for the entire sales desk
• Coordinated all travel arrangements on a weekly basis for our Canadian team
• Processed and tracked monthly expense reports for my sales executives
• Coordinated the distribution of prospectuses to various client lists
• Obtained updated research models from analysts & ensured timely delivery to clients
• Assisted with multiple conferences in the New York area
• Coordinated, submitted, and maintained updated client 1-on-1 conference schedules May 2002-Nov. 2003
Free Star Capital Inc., New York, NY
Sales Assistant/Office Manager
• Provided daily support for ten Asset Managers.
• Supervised all junior sales assistants and receptionists
• Coordinated receptionists and other Sales Assistants’ work schedule & daily responsibilities
• Provided daily assistance to our Colorado-based affiliate, Phillips David, LLC.
• Had daily communication with clients
• Maintained records of all incoming deposits
• Printed daily money line reports
• Sent out & tracked new account documents on clients
• Maintained monthly bills for all Asset Manager packages Aug. 2000-Sept. 2001
Montgomery Sterling Inc., New York, NY
Receptionist/Sales Assistant
● Sent new account documents to clients
Prepared and sent out lead packages to potential clients
● Created new account filesAnswered heavy phones lines for multiple Salesmen Handled extremely detailed and hectic Calendar for the President and CEO Education:
Sept. 2012
Penn Foster College Online
Degree program: Business Management
Sept. 1999-April. 2000
Drake Business School, Staten Island, NY
Certificate GPA: 4.0
Dean’s List
Skills:
Microsoft Office
Keyboarding WPM: 45-55 WPM
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