Carla Hoogstad

A unique multi-faceted candidate that has over 20 years of combined sales support and administrative support experience with roots in metal stamping and manufacturing.

Spencer-Mancini Wealth Management - Executive Assistant - July 2023 to Present

• Supported clients with insurance claims, processing documents, etc
• Guide customers according to their needs and assist with paperwork and transactions
• Answered incoming calls and aided in identifying their needs
• Logged and documented each call in CRM system
• Provided personalized customer service for each call
• Organized and scheduled meetings, In person and Zoom
• Processed special requests, and processed mandatory documents to AMF (Authorite des Marches Financiers) for senior advisors
• Submitted documents for e-signatures using e-signing software 

• Distributed samples, provided literature and technical data for all products to customers and all outside sales representatives
• Followed up with customers and sales agents after samples had been provided
• Entered and tracked orders from start to finish
• Responsible for keeping in house customers as well as sales agent customer well informed of the status of each order
• Recorded and kept logs for any ongoing general complaints and issues for discussion and trouble shooting with the team

• Independently established new sales leads and maintained as new customers 
• Worked with sales team to expand and develop new markets 
• Organized and planned all trade shows and business trips for clients and sales staff
• Managed sales staff to increased overall sales by 22%
• Construct reports and analysis of monthly sales figures for all sales staff
• Discuss analysis of sales figures with all sales staff based on monthly reports
• Organized, planned and assisted in the design of pamphlets, and website content 

Seneca College Polytechnic - Graduated with Diploma in Business Administration - Marketing