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Vivian M

Business Professional

Occupation:

Administrative Services Manager

Location:

Hanover Park, IL

Education Level:

Bachelor

Will Relocate:

No

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Highly self motivated individual, I usually achieve my goals. I believe my knowledge and motivation will enable me to contribute significantly any organization.

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COMPANY POSITION HELD DATES WORKED

(Confidential) (Confidential) 2/2006 - Present
(Confidential) (Confidential) 2/2006 - Present
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SCHOOL MAJOR YEAR DEGREE

University of Phoenix Business Management/Administration 2008 Bachelor Degree
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Highlights:

Professional Experience 5/3 Bank/Securities Investment Representative / Relationship Manager February 2006 to Current ? Actively participate in the telemarketing process within the financial center, utilizing the marketing resources ? Meet with clients to discuss financial needs, emphasizing financial counseling, lending and make recommendations ? Meet or exceed sales goals for loans, deposits, investments and other fee income, as set by management ? Initiate sales and cross sell full range of banking services to present and potential customers and build a referral network to ensure stream of new business prospects Smith Barney Registered Associate April 2005 to January 2006 ? Screened telephone calls, direct client’s inquiries regarding securities quote, security transfers, account - activities, balances, documentation, statement information, and general product information ? Provide client service support by responding to non-sales practice complaints, inquiries & discrepancies ? Research & initiate corrections to transactions,account errors, and solicited mortgages ? Processing new accounts, maintaining existing accounts, creating clients files, obtaining required - documentation, enter unsolicited trade orders, wire transfers, and issuing checks Merrill Lynch, Fenner & Pierce 1996 to 2005 Investment Associate 2003- 2005 ? Monitor the team business & duties handled by the client associate ? Solicit residential mortgage loans and lines of credits, assist the client through the loan process from - application to closing and if needed notary mortgage loan closer ? Cultivate referral network through client’s referrals ? Interview potential clients and completing the new account profile ? Complete the Financial Foundation & Accessing Your Goal’s questionnaire with clients and prospects ? Schedule client’s portfolio reviews ? Coordinate and schedule seminars for the financial advisor ? Notify clients when a security has matured or called; suggest replacement products ? Maintaining Required Minimum Distribution and Beneficiary Control IRA spreadsheets Registered Client Associate 1998- 2003 ? Establish & maintain working relationship with the Financial Advisors in support of their business - objectives ? Proficient in the use of the branch office workstation & communication systems ? Generate clients’ portfolio review report ? Screened telephone calls, direct client’s inquiries regarding securities quote, security transfers, account - activities, balances, documentation, statement information, and general product information ? Provide client service support by responding to non-sales practice complaints, inquiries & discrepancies ? Research & initiate corrections to transactions and/or account errors ? Processing new accounts, maintaining existing accounts, creating clients files, obtaining required - documentation, enter unsolicited trade orders, wire transfers, and issuing checks Secretary Assistant to Administration & Operation Manager 1997 – 1998 ? Full administrative functions for the office personnel in support of the activities of - the branch, preparation of reports for compliance procedure and review various documents, - maintenance of client account and assistance the managers as needed Receptionist August 1996 - 1997 ? Screened telephone calls and attempt to resolve or direct caller’s inquiries

Companies I like:

Calamos Investment, Pepsi, Merrill Lynch and other organization

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