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Administrative & Secretarial

Virtual Assistants

$5/hr Starting at $25

Licensing and Registrations Manager. Synergy Investments, Nov 2006 - Oct 2007 · Kept all registered representatives and brokers Finra (Formerly NASD) compliant. · Scheduling exams · Obtaining selling agreements · Maintaining E&O/Bonding Insurance · Appointing reps with Direct Business Mutual Fund Companies to sell products under Synergy Investment Group, LLC’s blanket selling agreements. Intern - Clerical. Norwood Medical Services, Sep 1997 - Jun 1998 · Check in patients · Sterilized exam rooms · Filed insurance claims · Placed reminder calls · Readied patient files for medical personnel · Answered Phones

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$5/hr Ongoing

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Licensing and Registrations Manager. Synergy Investments, Nov 2006 - Oct 2007 · Kept all registered representatives and brokers Finra (Formerly NASD) compliant. · Scheduling exams · Obtaining selling agreements · Maintaining E&O/Bonding Insurance · Appointing reps with Direct Business Mutual Fund Companies to sell products under Synergy Investment Group, LLC’s blanket selling agreements. Intern - Clerical. Norwood Medical Services, Sep 1997 - Jun 1998 · Check in patients · Sterilized exam rooms · Filed insurance claims · Placed reminder calls · Readied patient files for medical personnel · Answered Phones

Skills & Expertise

AccessLicensingMedicalMsMs WorksOpen OfficeSelling

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