Bev Robinson

• Work with clients to create a financial plan to reach their retirement, major purchase or cash flow goals. • Maintain awareness of latest legislative changes that may affect financial planning. Complete regulatory compliance and policy training and maintain adherence. • Exceed sales goal for financial products by 25+% each quarter. • Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.

• Greeting patients, answering the telephone, and managing incoming and outgoing mail. • Collecting patient data and keeping records up to date. • Being a liaison between the patient and the dentist/physician. • Cleared account balances by examining customer payments, payment history and coordinating contact with collections. • Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships.

• Pleasantly welcomed staff/students/visitors, answered phone calls and maintained front reception desk. • Oversaw filing systems and scanned documents to manage physical and electronic documents and information. • Kept office equipment functional and supplies well-stocked to promote efficient operations.

Plan and prepare advertising and promotional material to increase sales of products or services, working with company officials, sales departments and advertising agencies. Develops annual marketing plan in conjunction with sales department, which details activities to follow during the fiscal year. Keep records of sales targets and actual figures and compiling them into reports for management. Designed, developed and managed the company website; performing evaluations, screening, and reporting of traffic through Google Analytics. Develop and manage online marketing campaigns, effectively driving brand awareness, engagement and traffic to social media pages.

Worked as part of a team to coordinate three different business conferences, galas and award ceremonies. Delegated responsibilities to off-site vendors, decorators and volunteers. Effectively assisted with event design, scriptwriting, logistics, budgeting, and client service. Acted as a liaison between event partners/delegates and company management, successfully developing and maintaining valuable relationships and company rapport.

Led a group of five committee members in the coordination of the annual Village summer festival. Supervised, co-ordinated and developed fundraising initiatives; successfully selling advertisements raising more than $3000 in prize and monetary donations. Advertised and promoted community involvement by recruiting volunteers, sending request letters and posting advertisements. Developed and coordinated festival events/activities, and supervised volunteers/activities on-site.

• Reliable in customer care and service, bar equipment knowledge and use. • Responsible for VLT cash-outs, balancing paperwork, and large sums of money. • Trusted key holder. • Trained and motivated new employees of cleaning, customer service, paperwork and cash responsibilities. Confident in resolving customer issues and complaints

Partially Completed