Candidate #49909
Competent, skilled Executive Assistant with over 15 years' experience in the financial industry. This candidate works well under pressure and can manage your office needs, handling scheduling, travel, as well as account set up, and investment portfolios. This professional was instrumental in improving client satisfaction in her previous role. Focusing on streamlining and operational efficiency, she was able to transition over 150 clients to a new independent broker dealer, cementing a strong client base.
She is ready to join your team.