Computer Operator / IT Administrator
Ford Mays Wealth Management
- Maintained client database, including file review, data entry and task delegation.
- Prepared and sent out mass-mailings via USPS mail and e-mail for prospecting and client retention.
- Prepared annual financial reviews for existing clients.
- Set up and maintained the company's computer network (Microsoft Small Business Server 2003).
- Took on special design projects including templates for newsletters, PowerPoint presentations and an updated annual review format. Created a design, professional in appearance, which incorporated the colors of the company logo for a more "branded" and consistent appearance with company stationery.
- Served as a back-up for processing life insurance and investment applications and paperwork.