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Executive Assistant Sales

Location:
Staten Island, NY, 10312
Salary:
40,000
Posted:
April 27, 2023

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Resume:

Gina De Bellas

** ***** ****

Staten Island, NY *0312

347-***-****

adwr5r@r.postjobfree.com

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 files

●Answered heavy phones lines for multiple Salesmen

●Handled extremely detailed and hectic Calendar for the President and CEO

May 2000-July 2000

Elhilow & Maiocchi LLP., Brooklyn, NY

Legal Secretary

• Prepared legal documents and correspondence using dictation

• Kept hectic daily calendar for the Attorney

• Performed all administrative duties needed for the office.

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



Contact this candidate