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Administrative Assistant Broker Dealer

Location:
Nashville, TN
Posted:
August 11, 2023

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Resume:

Brittney Ikeh

Nashville, TN 615-***-**** adyuqu@r.postjobfree.com

Education

Tennessee State University Nashville, TN Bachelor of Arts, English

Experience

Pastoral Leadership Institute Nashville, TN

Recruiter/Administrative Assistant 12/2020- Current

Responsible for donor engagement in collaboration with Director of Donor Engagement by increasing stewardship by efforts $200,000

Interact daily with Finance leader to increase donor engagement through follow up phone calls to donors and thank you letters

Event planning and logistics for several learning communities for Executive teams and Christian leadership

Participate in the screening and hiring process by conducting phone screening and/ or interviews when needed for applicants

Maintain logs and record of recruitment activity and work closely with Executive Leader on recommendations for qualified candidates

Bank of America Atlanta, GA 07/2019 – 06/2020

Relationship Banker

Maximize the depth of the client relationship by partnering with specialist to help ensure our clients gain access to experts that can help them with their financial needs

Acquire, retain, and manage relationships with consumer and business clients

Generate growth in balances through the sale of marketing, promoting, and referring products and services

Maintain a portfolio of new and existing clients to discover their financial needs and provide the best product and recommendations

Aide in teller line by processing customer’s transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, withdrawals, and deposits

Jackson National Life Insurance Company Franklin, TN 02/2017 - 10/2018

National Accounts Coordinator

Supported 4 Key Account Managers, and 2 Internal Key Account Managers, which included scheduling meetings, travel arrangements, and liaison for executives and broker dealer partners

Developed and maintain relationships with over 50+ broker dealer partners and proactively communicate with internal stakeholders which include sales, marketing, and operations teams

Coordinated all local, regional, and national conferences and events for broker dealer partners of over 50+ conferences for sales team and National Accounts department

Conducted ongoing performance tracking and success metrics for Regional Vice Presidents for weekly, monthly, and quarterly reports to consistently increase sales

Market Research Support Specialist

Provided support for wholesalers’ team through daily reporting of meeting notes, calendar events, and client and prospecting updates in Salesforce

Created monthly and quarterly reports of territory activities for both external and internal wholesalers through excel and access

Utilized Salesforce to gather and retrieve data to convert findings as reports on excel

Updated client information via Salesforce to ensure wholesalers have accurate information before speaking to clients



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