Executive Assistant Administrative

Sarah Lapham

407-***-**** email *******@*****.***

Objective

To utilize my skills and experience to make meaningful contributions to an organization. To make a positive impact on the quality and consistency of projects and associated tasks as well as the people who are involved. To allow my strong work ethic, organizational skills, computer proficiency, dependable and resourceful nature become an asset for those who may benefit from a loyal and dedicated professional.

Experience

Administrative Assistant, Catalyst Communications, Lake Mary, FL 1997-2000

●Assisted the owners of a financial advertising and marketing firm with order fulfillment, office management and administrative needs.

●Managed a multi-line telephone system and scheduling needs for the firm.

●Managed postal and shipping needs and accounts including USPS business reply mail.

●Devised and implemented a coded filing and archival system resulting in increased efficiency and productivity.

Executive Assistant/Office Manager, Liberty Management, Winter Park, FL 2000-2009

●Assisted the owner of an investment / business development firm with project management and office administration.

●Managed calls and correspondence while maintaining close relationships with clients and associates.

●Managed and monitored postal expenses and accounts resulting in decreased costs and increased efficiency.

●Monitored financial account balances and handled banking needs accordingly.

●Scheduled appointments, meetings and travel reservations /accommodations.

Office Manager/Executive Assistant MPC Moreno Peelen & Co. LLC, Winter Park, FL 2010 – 2022

●Assist the senior partner of a wealth management firm with administrative needs, scheduling and office management.

●Assist with financial planning and life insurance, providing illustrations, applications and client related paperwork and correspondence.

●Specialized focus on client relationships, customer service and office organization.

●Maintain and update client and office files.

●Research existing clients’ investments and insurance coverage, provide reports and monitor investment performance.

●Coordinate life insurance and investment illustrations for new and existing business.

●Act as liaison between client, advisor and investment firm/insurance carrier throughout the process of application, underwriting and issue.

●Maintain FINRA brokerage compliance and license requirements.

Education

Associate of Arts Degree, Valencia Community College, Orlando, FL

Bachelor of Science in Communicative Disorders, University of Central Florida, Orlando, FL

Life, Health and Variable Annuity License (Series 2-15), Florida Division of Financial Services

Notary Public of the State of Florida

(References available upon request)

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