Administrative Assistant Business Development

ANGELO SANTA ANA

The Colony, TX ad8umk@r.postjobfree.com 469-***-****

PROFESSIONAL EXPERIENCE

Charles Schwab Westlake, TX

Specialist, Trader Services 05/2021-03/2024

The ability to multitask and think critically to solve problems expeditiously as well as build deeper relationships to better understand client needs. Includes order entry, software tutorials, client and firm risk analysis and management, client mentorship through education of complex derivatives trading strategies and products, trouble-shooting technology issues, and gathering assets through negotiation empowerment, education, and cross-sell opportunities. Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients.

Responsibilities:

● Uncover solutions-based options for clients -client needs can range from actual trade execution to more complex research and portfolio reviews. Execute transactions and provide the next steps for obtaining guidance based on the client's objectives, time horizon, and risk tolerance.

● Be consultative-Ask the right questions to provide options when appropriate that align with client goals. We also partner with the client’s Financial Consultant for identified business development opportunities.oRecommend appropriate solutions to clients which align to their goals.

● Educate clients -engage clients in discussions focused on educating and providing guidance related to their investing needs.Help develop clients into more successful traders while also growing their portfolios by imparting the industry knowledge and support of the tools these actively engaged clients use to make them more successful self-directed investors/traders.

● Be a client advocate -Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.

Pleasanton Financial Center Plesanton, CA

Personal Finance Educator/ Sales Agent 07/2019- 04/2021 Educate clients about personal finance, wealth principles. Develop and execute strategies and approaches to promote participant action toward a fully fundedretirement/investment plan. Responsibilities:

● Develop new business and maintain existing business relationships by conducting in-person salesmeetings.

● Identify and assess clients' needs. Discuss financial concerns and needs of individuals.

● Follow communication and processing procedures, guidelines and policies.

● Present potential solutions using our wide array of products and services. DHL Express Sunnyvale Sunnyvale, CA

Field Service Supervisor 07/2018- 10/2020

Expedites the daily activities of all operational functions ensuring client satisfaction is successfully achieved and company policies adhered to with the goal of maximizing profitability for the company. Responsibilities:

● Supervises warehouse sort operations processing international import and export shipments. Works closely with US Customs and DHL Imports clearance department to ensure correct processing of shipments.

● Ensures a quality system is implemented and maintained within the area of responsibility.

● Assigns work, sets completion dates, reviews work, and manages performance in accordance with organizational policies, procedures and performance management processes.

● Focused on maintaining steady workflow and productivity, meeting service/productivity standards, and resolving operational problems and handling disturbances.

● Provide ongoing customer service and support to existing clients.

● Manage over 50 drivers and 10 office staff.

Realty World Bay Area, CA

Broker Associate 10/2015- 07/2019

Independent contractor, specializing in distressed sales for banks and asset management companies. Responsibilities:

● Project manage client bank owned properties and short sales from eviction, repairs, listing, and sale.

● Provide market research reports, market trends, property inspections, and home valuation to clients.

● Negotiate sale and project management of listings from opening escrow, inspection timelines, signing, and close of escrow.

● Manage and train real estate support specialists to assess home values, maintain and secure bank properties. Quon Real Estate Group San Jose, CA

Operations Manager 11/2008– 10/2015

Responsible for planning and overseeing the marketing project management of all marketing communications, lead generation, content strategy, customer segmentation, for multi-touch marketing campaigns for both digital and field. Responsible for all business development, partner management, client education seminars to increase REO and retail pipeline, leads, and sales.

Responsibilities:

● Project managed the creation of digital and print assets.

● Develop a social media campaign for a Real Estate broker. Write Broker’s Realty World Wordpress blog as well as curate content on Broker’s Facebook Fan Page.

● Manage database for outbound demand generation.

● Create, implement and manage strategies to build relationships with bank and asset management company partners.

● Provide market research reports, market trends, and home valuation to banks and asset management companies. NorthStar Mortgage San Jose, CA

Production Lead 02/2004 – 11/2008

Production Coordinator 02/2003 – 02/2004

As the Production Coordinator, responsible for increasing production standards and back-office efficiency. As the Production Lead, responsible for all inbound and outbound communications, marketing programs, and client education seminars to increase loans generated and closed.

Responsibilities:

● Implemented a system for updating clients.

● Educated clients through workshops, phone, and e-mail.

● Communicate ideas and influence others to effectively grow the business.

● Managed time and resources efficiently to maximize results EDUCATION

Masters of Science, Mass Communications, San Jose State University Bachelors of Arts, Biology, University of California at Santa Cruz PROFESSIONAL LICENSES

Series 7, 63 & 65

CA & TX Life & Health insurance license

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