Petra Kudla

Daily administrative duties, Maintain and deepen client relationships, Answer/screen calls and manage schedule, Maintain client management system, All opening/closing of accounts, disbursements, transfers, rollovers, estate transfers, Meeting preparation and summary notes, Insurance illustrations, Process insurance applications, Financial planning data entry, Maintain confidential client files and records, Oversee Equipment, IT, office supplies, marketing materials, Organize events, Create advertisements

Managed appointments and schedule. Processed account transfers, deposits, disbursements. Maintained prospect and client data. Oversaw appointment setting and schedule. Answered and screened incoming calls. Executed direct mail programs and advertisements for local newspapers. Kept office supplies and marketing materials current. Supported Financial Advisor with deepening client relationships by preparing a variety of reports for appointments. Organized seminars and meetings.

Hotel Administration