Crystal Brown

Experience

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  Snap On Tools

  Sept 1999 - May 2007

  Executive Admin

  I am task oriented and a seasoned perfectionist. I take pride in starting projects and seeing them through to the end. I have a strong suite of planning and communication skills. I am very flexible and learn quite quickly, I’ve been told I’m a good teacher. I am able to work as a team player or independently. I work fast and efficiently and have been known to be a self-motivator and an initiator. I am versatile and organized and like to keep on top of my work. I have confidence in my work and can accept constructive criticism maturely. I am open to diverse ideas, perspectives and opinions and don’t mind sharing my own. I strive to develop effective working relationships with others. I will do what it takes to deliver the best possible product and service. Show less

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  Smith-Mottini Financial

  Oct 2008 - Dec 2018

  Executive Administrative Assistant

  My job consists of many hats. Throughout my day, I provide A+ executive support to the President, Vice President, Office Manager, 5 Financial Advisors and 1800+ investment clients. I manage the account application workflow including, but not limited to, generating, scrubbing, scanning, mailing, emailing, reporting, monitoring, tracking - until the account is well established. I diagnose, track and resolve issues reported on NIGO reports. I establish workflows for accurate reporting and consistency. I streamline processes for a paperless filing database. I interface with clients’ vía phone, email and personal meetings. I dabble a bit with Green Room technology and video editing software for our company's social media. I'm a multi-tasker by nature and find much gratitude in a completed project. Show less

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  Plan Well Live Well

  Dec 2018 - now

  I provide A+ executive support to the President/Financial Advisor and 1800+ investment clients. I manage the account application workflow including, but not limited to: scrubbing, scanning, mailing, emailing, reporting, monitoring, tracking - until the account is well established. I diagnose, track and resolve issues reported on NIGO reports. I establish workflows for accurate reporting and consistency. I streamline processes for a paperless filing database. I dabble a bit with Green Room technology and video editing software and manage our company's social media sites. More recently, I became a Notary Public. I'm an organized, multi-tasker by nature and find much gratitude in a completed project. Show less My job consists of many hats. Throughout my day, I provide A+ executive support to the President/Financial Advisor and 1800+ investment clients. I manage the account application workflow including, but not limited to, generating, scrubbing, scanning, mailing, emailing, reporting, monitoring, tracking - until the account is well established. I diagnose, track and resolve issues reported on NIGO reports. I establish workflows for accurate reporting and consistency. I streamline processes for a paperless filing database. I interface with clients’ vía phone, email and personal meetings. I dabble a bit with Green Room technology and video editing software for our company's social media. I'm a multi-tasker by nature and find much gratitude in a completed project. Show less

  • Office Manager / Notary

    Oct 2019 - now

  • Executive Administrative Assistant

    Dec 2018 - Oct 2019