Maintains company's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel.
October 23, 2022
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.
February 26, 2023
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%).
March 02, 2023
Manages multiple high-priority activities and projects through to completion within defined timelines in a fast paced environment requiring considerable independence of action.
March 27, 2023
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.
April 30, 2023
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.
April 30, 2023
Prepares meeting agendas for assigned staff, assists with meeting set-up/clean up which includes ordering lunch and takes minutes as required.
May 16, 2023
