melissa petersen

About

Proven capacity to approach problems effectively and creatively in both independent and group settings. Demonstrated success when working in changing environments. Experienced team player that brings enthusiasm and energy into group efforts. Superior writing, negotiating and communication skills. Expert knowledge with Microsoft Windows, Mac OS X, Microsoft Office, QuickBooks and Adobe.

Country

united states

City

new york

Industry

law practice

Skill

administrative assistance, customer service, microsoft office, public speaking, research, teaching

Experience

branch office administrator

ubs financial svc inc

2005-3 - 2011-3 · 6 yrs 1 mo

* Maintain a high level of client service with a specific focus on lending, annuities and insurance. * Assistant to a Barron’s Top 1000 financial advisor. * Provide administrative support to the team as well as daily operational tasks. * Prepare personalized performance reports for individual clients. * Maintain risk awareness and regulatory knowledge as well as supporting firm initiatives * Responsible for coordinating with wholesalers and scheduling branch meetings. * Support the Complex Manager by tracking the financial advisors’ production and goals. * Plan complex and client events.

office manager

hill construction

2007-1 - 2009-4 · 2 yrs 4 mos

* Prepared all proposal and client contracts as well as invoices for completed jobs. * Maintained all financial records utilizing QuickBooks. * Scheduled client meetings and coordinated deliveries to job sites.

global sales associate

associate global systems

2004-1 - 2005-2 · 1 yr 2 mos

* Prepared proposals and quotes to suit potential clients’ specifications. * Implemented mass e-mail and mail marketing campaigns. * Responsible for initial contact calls for new prospects.

executive assistant

cowan financial group

2003-1 - 2004-1 · 1 yr 1 mo

* Responsible for all aspects of pre-sales for life and disability insurance sales, both individual * and group, including preparing illustrations and client proposal documents. * Performed general office administrative duties.

legal administrative assistant and executive assistant

cream ridge equestrian center

2011-4 - 2014-12 · 3 yrs 9 mos

* Provided administrative support to the team. * Performed daily operational tasks. * Responsible for coordinating and scheduling employee meetings. * Planned and implemented equestrian events. * Maintained all financial records utilizing QuickBooks. * Prepared legal documents including tenant leases and client contracts.