Помощник генерального директора

Client Assocaite
Wells FargoAdvisors, LLc
Radnor, PA 19087
November 2008- Present

Managed Documentation according to compliance requirements (copying, mailing and filing documentation that pertained to projects or office); Assisted a group of seven financial advisors on a daily basis; Provided support for clients by opening taxable (individual, joint, trust) accounts, non-taxable accounts (IRAs), opening and settling estates in collaboration with estate attorneys and paralegals; Processed 401K rollovers upon retirement via conference calls with clients and their former employers;Helped clients and their accountants by providing pertinent tax information according to compliance rules and regulations;Created and presented "Envision" retirement financial plans to clients;Resolved banking side issues for clients; Established contacts with referrals and followed up on our conversations in order to expand clientele; Marketed for new clients by sending out newsletters and getting in touch via the phone, mail, e-mail; Assisted brokers in negotiations with prospects.

Assistant
Wachovia Securities, LLCRadnor, PA 19087
April 2005 November 2008

Managed Documentation according to compliance requirements (copying, mailing and filing documentation that pertained to projects or office);Assisted a group of seven financial advisors on a daily basis;Provided support for clients by opening taxable (individual, joint, trust) accounts, non-taxable accounts (IRAs), opening and settling estates in collaboration with estate attorneys and paralegals;Processed 401K rollovers upon retirement via conference calls with clients and their former employers;Helped clients and their accountants by providing pertinent tax information according to compliance rules and regulations;Created and presented "Envision" retirement financial plans to clients;Resolved banking side issues for clients;Established contacts with referrals and followed up on our conversations in order to expand clientele;Marketed for new clients by sending out newsletters and getting in touch via the phone, mail, e-mail;Assisted brokers in negotiations with prospects.

Senior Lecturer
Foreign Languages Department
Russian State University of Trade and Economics, Rostov-on-Don, Russia
September 2001 to January 2005

Delivered lectures and seminars to first and second year business and law school students at a major Russian University;Developed and implemented programs to encourage students’ participation;Assisted Foreign Languages Department head in highly visible support role;Developed a series of seminars to introduce students to the international business world;Chief Secretary of the Foreign Languages Department: calendar management, meeting coordination, travel arrangements, scheduling for internal/external staff training attendance and vocation schedule management.

Office Manager
Donvneshagro Company,
Rostov-on-Don, Russia
July 1999 to January 2002

Implemented initiatives to ensure the smooth functioning of a busy reception area and efficient operation of an extremely demanding switchboard;Typed and distributed highly confidential documentation, correspondence and relevant reports;Oversaw and coordinated incoming and/outgoing correspondence upholding internal mail protocols and meeting deadlines;Supported Executive with reconciliation of accounts and preparation of invoices;Accomplished interpreter/translation services for the company, assisting executives with foreign business partner negotiations;Provided all foreign business affair operational support including conference and meetings.