Bike

Golf

Dive

Creative Agencies

Fashion

Fishing

Lifestyle

Moto & Powersports

Music

Outdoor

Skate

Snow

Streetwear

Surf

Swim

Tech

Triathlon

Wake

Yoga

Health & Fitness

Snowboarding

Skateboarding

Volleyball

Hiking

Beach

Crossfit

River

Financial Advisor Administrative Assistant

I am looking to obtain a career with a successful & team oriented company with opportunity for growth and advancement.

-	Complete/submit new account applications
-	Submit client service requests
-	Follow up calls to multiple companies
-	Assist with client calls and requests
-	Send out mailers daily to new leads
    -   Assist with monthly lunch events and event invitations 


-	Produce general correspondence and word processing
-	Direct a high volume of incoming calls to appropriate personnel
-	Assist operations department with opening new accounts
-	Process wires and check requests
-	Assist clients with account requests/inquiries
-	Assist brokers with client account paperwork/requests
-	Alternative investment/new business processing
-	Sales blotters
-	Monthly RIA billing
-	Conference/lunch event scheduling
-	Maintain and order office supplies
-	Handle all incoming and outgoing correspondence via UPS & USPS

Operations Assistant

Assist customers and teammates 
Quick and accurate transaction processing 
Sales and referrals 
Cash handling 
Appointment making

Senior Teller

Find out detailed information about Tiffany Wickens, Financial Advisor Administrative Assistant in Newport Beach, CA

Tiffany Wickens: Financial Advisor Administrative Assistant in Newport Beach, CA

Tiffany Wickens: Financial Advisor Administrative Assistant in Newport Beach, CA

Tiffany Wickens

Quiver Financial

WestPark Capital Inc.

Bank of America

Katella High School

Santa Ana Junior College