Maintains company's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel.
May 09, 2020
Develops varied reports, articles, issue briefs, case studies, guides, research reports and memorandum on policy issues and best practices from initial concept staging to final product.
May 12, 2020
Demonstrates confidentiality as the administrative work for this role involves top level management contacts and exposure to highly sensitive information requiring considerable tact, diplomacy, and judgment.
May 16, 2020
Act as liaison and conduct verbal & written communication with the CEO, Executive team, and all customer segments (members/vendors/senior management) in a timely manner across several time zones.
May 17, 2020
Assist new advisors with their practices by managing and overseeing the flow of business, assisting clients in the application and underwriting process, producing quotes from illustration software, and creating planning analysis presentations.
June 20, 2020
Organize company meetings per instruction by the General Manager, maintain meeting minutes, distribute corporate resolutions to each department and assist the General Manager to supervise implementation of the corporate resolutions (10%).
July 26, 2020
Manages multiple high-priority activities and projects through to completion within defined timelines in a fast paced environment requiring considerable independence of action.
July 28, 2020