Executive Assistant Customer Service

Deb Sandeno

Portland, Oregon

509-***-****

adwg8m@r.postjobfree.com

www.linkedin.com/in/Deb-Sandeno

Executive Assistant/Customer Service Specialist

Client Relationships Operations

Performance Profile

Uniquely qualified Executive Assistant with a proven track record of providing outstanding administrative support by striving to understand client needs and providing them exceptional results through a cognitively flexible and positive approach.

• Excellent interpersonal skills

• Proficient with Microsoft Word, Excel, PowerPoint and Outlook

• Self-motivated and able to multitask

• Dedicated team member

• Proficient verbal & written communication

• Strategic planner

• Travel coordinator

Certifications

FINRA Series 7 License

FINRA Series 63 License

Branch Technology Liaison Certification

Professional Experience

Adecco, Portland, OR December 2022 - March 2023

Executive Assistant contract positions

• Utilized Concur to book travel

• Prepared expense reports

• Responsible for numerous Outlook calendars

• Scheduled meetings via MS Teams

Stangier Wealth Management, Portland, OR ($200M AUM) March 2021 - March 2022 Executive Assistant

• Executive Assistant to the CEO/Owner

• Facilitated scheduling and confirming all prospect/client meetings

• Prepared reports and paperwork required for all prospect/client meetings

• Responsible for client requests and services

• Consistently provided excellent customer service

• Detailed every prospect/client interaction in the CRM system Relocated to Portland, OR to take care of family

Oak Ridge Financial, Golden Valley, MN ($600M AUM) September 2015 – August 2019 Senior Sales Assistant/Client Service Associate

• Registered Assistant to the Branch Manager and 3 Vice Presidents of Investments

• Responsible for all aspects of client services, including processing non-discretionary, unsolicited trades, enabling my advisors to focus solely on advising their clients and growing their businesses

• Managed and tracked any reimbursed fees associated with new advisors to the firm

• Completed all operational functions including onboarding new advisors, opening/closing accounts, wiring funds, ACH transfers, tax reports

• Consistently given the opportunity to assist new top producing advisors due to a proven track record of client retention and commitment to excellence

• Assisted with marketing projects to increase assets under management

• Tracked, produced and distributed a monthly Microsoft PowerPoint document with the top 20 producers

• Facilitated scheduling and catering for all vendor meetings Northern Capital Management, Spokane, WA ($450M AUM) July 2013 – June 2015 Retirement Plan Representative

• Responsible for educating and enrolling participants in retirement plans

• Prepared advisors for all retirement plan meetings

• Prepared and sent all regulatory notifications required for 401(k), 403(b) and SIMPLE/SEP plans

• Facilitated a project to update Investment Management Agreements for 47 retirement plans which involved agreement revisions, updated document signatures, coordinating documents to clients thus keeping the firm in compliance with regulatory requirements

• Conducted weekly retirement plan investment committee meetings, which included strategies for marketing and ways to improve participation in company retirement plans

• Maintained a positive working relationship with corporate officers, trustees, plan contacts and participants, as well as fellow team members

Summit Capital Group LLC, Spokane, WA ($700M AUM) April 2005 – October 2012 Executive Assistant/Operations Specialist

• Worked independently for a 12 associate Registered Investment Advisor Responsible for all aspects of executive assistance to the partners, including travel arrangements

• Prepared reports for client meetings, confirmed all appointments, created letters and emails as directed thus enabling the partners to focus on their primary functions

• Assessed weaknesses of the current system for opening client accounts

• Developed written procedures and checklists and implemented a new process creating a more streamlined process, which improved inefficiencies and helped to prevent oversights

• Completed all client service requests, new accounts, closings and office administration

• Tracked monthly annuity performance and assisted with operational functions of 3 proprietary hedge funds

Paine Webber/UBS, Spokane, WA November 1995 – April 2005 Senior Registered Sales Assistant

• Executive Assistant to 2 top producing Senior Vice Presidents of Investments

• Handled all phone calls as well as any requested calendar items

• Responsible for all aspects of client services, including processing non-discretionary, unsolicited trades

• Consistently displayed a positive approach to resolve challenging issues with both clients and fellow employees through a positive attitude and high level of service, which contributed to developing exceptional relationships with both

• Trained new associates and interns on the full range of administrative duties, who consistently met high standards for the firm

• Served as the Branch Technology Liaison between the corporate office and the branch

• Facilitated any new technology projects and troubleshot any technological issues at the branch

• Assisted the Operations Manager with her day-to-day responsibilities

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