Judith Dalbis

Experience

• 

  Equitable Advisors

  Sept 2013 - Apr 2021

  Handles all day to day branch operations activities for 25 employees including:- Managing the daily compliance log to ensure all financial transactions for the branch, averaging $250,000 per day, are processed accurately and efficiently- Working with the legal department to ensure all compliance and audit activities are properly captured and maintained- Creating, organizing and distributing all marketing materials for the various financial products provided to client investors- Recruiting over 1000+ new perspective sales team members using SEO software tools, on-campus career fairs and networking events, then evaluating resumes to help determine branch candidatesSkills: Proficient in Word, Excel, PowerPoint, LinkedIn, Facebook Business, Onedrive, MS Teams, Sharepoint, SalesforceCertifications: - NYS LA & H Monitor- NYS Notary Public Certification Show less

  • Branch Office Administrator & Operations Lead

    Sept 2013 - Apr 2021

  • Branch Office Administrator & Operationals Lead

    Sept 2013 - Apr 2021
• 

  Catania, Mahon & Rider, PLLC

  Apr 2021 - Oct 2023

  Office Coordinator
• 

  The Garden Conservancy

  Apr 2024 - now

  Executive Assistant to the Chief Operating Officer