Shannon Lind

Supported a team of financial advisors by managing complex calendars, coordinating client appointments, and handling all administrative tasks. I maintained a high level of confidentiality while managing sensitive client information and ensuring a smooth business flow. Key responsibilities included preparing meeting materials, coordinating client events, managing social media marketing, and maintaining electronic filing systems. I utilized various software programs to run reports, update presentations, and manage client data, all while multitasking and prioritizing tasks to meet deadlines and provide exceptional client service.

Client Associate. Responsibilities include servicing existing accounts, opening new ones, and providing client service to support brokers in placing trades and recruiting clients. She also solves client problems and fulfills non-trade requests.

Sales Assistant. Assisted sales representatives with the administration and maintenance of sales and activities, and provided customer service and support.

Customer Service Representative/Operations Assistant. Helped the bank grow and become profitable by acquiring depositors. Serviced IRA, CD, checking, and savings accounts. Responsible for knowing and complying with bank policies, procedures, and relevant laws and regulations. Also inputted loans and served as a loan assistant.