Personal Assistant Client Relations

Jenice Dixon

Personal Assistant/Administrative Manager

**** ****** ******, *****, ** 10469

929-***-****; ***********@*****.***

PROFESSIONAL PROFILE

Seasoned professional with twenty years’ experience in the financial and administrative industry. Sound knowledge of investment products and the financial services industry, with strong customer service abilities. Assist in charting the course of the organization, achieving company targets, retaining high net worth clients while seeking ways to enhance my personal growth and development.

Experienced professional with strong administrative and executive support skills, which are transferrable to supporting an individual as well as a team. Possess strong communication skills and a keen ability able to multi-task in a confidential and fast-paced environment.

SKILLS

BANKING & FINANCE; PERSONAL BANKING; WEALTH MANAGEMENT

PERSONAL & ADMINSTRATIVE MANAGEMENT

PROFESSIONAL EXPERIENCE

PERSONAL ASSISTANT/ADMIN MANAGEER. June 2015 - Present

NAOMI MANSBACH

•coordinating schedules, making travel arrangements and day to day support

•Manages procurement (stationery, etc.), vendor management, repairs, calendar and office infrastructure

•Send out weekly email with team business updates and happenings

•Monitor processes to ensure proper procedures are adhered to

•Deal with incoming invoices and keep personal accountant up to date on spending

•Handle outside correspondence and general inquiries

•Manage and maintain contacts for Ms. Mansbach and the extend family

•Manage incoming and outgoing mail/e-mails for appointments; prioritize, follow up for action redirection as needed

•Prepare and reconcile expense reports, purchase orders;

•Assist with the preparation, tracking, filing, and coordination of legal documents.

•Maintain tenant’s database to facilitate inquiries; monitor incoming rent payments and prepare rent arrears report monthly

•Maintain an electronic and manual filing system

•Prepare and disseminate private and confidential updates as directed

•Coordinate with Attorneys and Accountants if there are any changes to the day to day operations as it relates to trust accounts

CLIENT RELATIONS OFFICER, March 2003 – February 2010

NCB Capital Markets Limited

Generate new business by capitalizing on sales opportunities

Interact with Customers to identify financial needs and make referrals

Monitor Funds Under Management (FUM)

Bring in monthly new customer and income

Support sales initiatives and marketing campaigns as well as making recommendations for improvement to the sales objectives where necessary

Maintain Customer Relationship Management System

Goal of acquiring 100% of the customers’ business.

Conduct in-depth reviews of clients' financial circumstances and future goals.

Assist clients in making informed decisions.

Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.

Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals.

Devise and execute business development strategies to attract and acquire new clients.

Provide sound investment advice

Ensure client retention rate of at least 95% for assigned location or client group

Increase the Company’s market share in the securities markets by cultivating and pursuing sale leads, selling and cross-selling the company’s products and services and strengthening the relationship between the company and its customers and prospects

Provide portfolio analysis and management.

Identify and execute trades in the Money, Bond and Stock markets locally and globally.

Manage specific accounts, especially institutional and high net worth clients

Identify and report daily on investment opportunities in the broker markets

Track and evaluate other market participants

Generate targeted levels of revenues by growing and managing customer portfolios of financial assets.

Provide Customers and Prospects with Investment and Money management solutions and advice to meet their financial objectives.

Attend functions for networking opportunities to strengthen existing relationships and to forge new ones

Ensure that productivity requirements for inbound and outbound calls are met as well as other divisionally assigned metrics

Ensuring clearance of all daily control reports for assigned team

NCB Investments Limited, Pro-Note Supervisor, October 1992 – March 2003

Liaise with branch personnel regarding promissory note and certificate of participation

Ensure clearance of all daily and monthly control reports for assigned team

General accounting

Prepare and submit monthly reports

Manage team assigned to me

Typist

SKILLS AND TRAINING

•Proficient in: Adobe Acrobat and Microsoft Office Suite 2010

•Strong work ethic; excellent interpersonal skills; well-honed analytic and problem resolution skills, strong time management and organization skills; demonstrated written and verbal communication skills, keen ability to work individually and in a team

REFERENCES Provided upon request

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