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
Surgmed Group (Batrik Medical Manufacturing) US Customer Care Specialist - November 2019 to July 2023
- 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
East Port Manufacturing Assistant Sales & Marketing Manager - March 2009 to October 30 2019
- 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
