* Managed the registration process for business meetings and client events, including gathering requirements, designing websites and creating key reports to facilitate an efficient event delivery. * Trained colleagues on the conference planning software, including in person training, phone training and the development of several step-by-step how to guides.

* Collaborated with Vice President to develop several critical reports to be used by the senior executive committee to monitor all capital projects for the division. * Researched and documented 2 critical processes to be used to give direction to key personnel in the department.

* Processed branch and financial advisor ranking reports. * Scheduled interviews and processed new hire letters. * Provided general administrative support to 2 members of the senior management team.

* Obtained, processed and maintained all client account documentation for several senior Financial Advisors. * Prepared, assembled and distributed informational packages for potential investors. * Calculated client portfolio performance.

* Facilitated the organization of the metrics tool used to collect key data from all senior members of the department and present it in a consistent and logical format which senior management used to improve overall department performance. * Managed the registration process for educational conferences, including gathering requirements, designing websites and creating key reports to facilitate an efficient event delivery. * Organized and executed continuing education conferences for banking employees and support staff, including negotiating contracts, tracking costs and on-site management resulting in the delivery of events that were highly successful and on or under budget. * Provided discovery of sensitive training data for arbitration hearings between Citigroup Smith Barney and former Financial Advisor employees. * Collaborated on the relocation of the training department from Connecticut to New Jersey resulting in a successful and on time completion date. Show less

* Manage the registration process for business meetings and client events, including gathering requirements, designing websites and creating key reports to facilitate an efficient event delivery. * Train colleagues on the conference planning software, including in person training, phone training and the development of several step-by-step how to guides.

* Managed the registration process for business meetings and client events, including gathering requirements, designing websites and creating key reports to facilitate an efficient event delivery. * Trained colleagues on the conference planning software, including in person training, phone training and the development of several step-by-step how to guides.