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favorite this post Experienced Executive/Administrative Financial Assistant (55345) hide this posting unhide

available afternoons
available evenings
available mornings
available weekdays
available weekends
education completed: bachelors
license info: Series 7/66/63 and Insurance

Brianna I. Kotzian
Minnetonka, MN 55345

SUMMARY: Accomplished, proactive, experienced, “take-charge” professional, capable of handling a wide range of functions and consistently producing top-quality work with a strong commitment to client service and service excellence

SKILLS:
Series 7, 66, 63 and Insurance Licensed
Adeptness to think objectively, creatively, and ethically
Readily take initiative, solve problems, implement solutions, and consistently prioritize tasks and meet deadlines
Highly motivated and willing to accept new challenges; performance-driven risk taker
Able to listen and communicate clearly, fluently, and diplomatically
Fashion a professional image on all levels, but also maintain a sense of humor
Proficient in Microsoft Office Products and utilizing other industry-related software

EMPLOYMENT:
Ameriprise Financial Coon Rapids, MN
Client Service Manager-Paraplanner, October 2016-September 2017
Responsible for securities trading, tracking and processing along with all record keeping
Built and maintained client relationships by handling client correspondence and marketing initiatives along with preparing for client meetings which included; updating investment positions, retirement projections and net worth statements by providing performance data, presentations, and illustrations
Acted as a liaison between corporate client, plan administrator, investment manager, and advisor, by consistently assisting in submission of fund and data and coordinating employee services and education
Performed other duties as requested by the Advisor as well as all office managerial responsibilities

Fortune Financial Minneapolis, MN
Senior Client Service Associate, February 2014-December 2014
Responsible for answering phone calls, scheduled client meetings, responded to emails and to client questions
Prepared for client meetings by gathering the appropriate information, creating an agenda, doing on-line research, compiling necessary reports and entering applicable information into the database
Executed trades for clients, including purchases, sales, redemptions and rebalances
Completed and submitted the necessary paperwork to the appropriate financial institutions in accordance with the client’s decisions and the financial advisor’s direction

One Life Financial Group Inc. Minneapolis, MN
Practice Coordinator, November 2011-September 2012
Managed the administration and operations of the President/Owner’s Practice
Responsible for financial planning, insurance, and wealth management coordination and support
Worked daily and efficiently to balance multiple projects and priorities on a small team

Oppenheimer & Co. Inc. Minneapolis, MN
Registered Client Service Associate, July 2009-January 2011
Worked effectively and respectfully with staff, managers, executives and others
Demonstrated necessary flexibility and personal skills in the acquisition of a new client and maintaining clients

Wealth Enhancement Group Plymouth, MN
Assistant to Financial Planner, April 2007-January 2009
Supported three successful financial advisors with one specifically named in Minneapolis/St Paul Business “Winner’s Circle 2008”
Developed excellent communication and teamwork skills through constant interaction with clients in order to consistently exceed expectations

EDUCATION:
University of St. Thomas - Private College of Liberal Arts – Bachelor’s Degree - Cum Laude
Minnesota State University Mankato – Financial Planning Certificate Program®
University of Minnesota - Curtis L. Carlson School of Management – Carlson Business Academy Certificate

ACTIVITIES:
Dale Carnegie Sales Advantage
St. Thomas Psi Chi Club of St Paul, MN
The Animal Humane Society of Golden Valley, MN-Volunteer
NAMI Minnesota-Volunteer
  • it's ok to contact this poster if you are a potential employer or other principal. Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact me with unsolicited services or offers

post id: 6843375936

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