Muna Alami Shawar

Financial Services Professional Administrative Assistant

Role
Financial Services Professional at First Trust
Location
Englewood, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Muna Alami Shawar

25 years of Experienced Financial Services Professional with a demonstrated history of…

Experience

  1. Financial Services Professional

    First Trust

    Apr 2019 — Present

    Provide administrative support to two Regional Vice Presidents Make outbound calls to Financial Advisors and Executive administrative assistants to schedule meetings with Regional Vice President Schedule appointments in Outlook calendar, send Outlook invites to Financial Advisors enter appointment dates and times in Outlook and CRM, complete administrative tasks on time Record when appointments have been filled or canceled Make telephone calls and send emails to Regional Vice Presidents to remind them of appointments scheduled in OutlookWrite clearly and informatively in emails and interpret and respond to written information Answer telephone calls from Financial Advisors and internal associates responding to meeting or event scheduling and respond promptly to customer needs Speak clearly and persuasively in positive or negative situations. Listen and respond to questions Follow policies and procedures and complete tasks on time

Education

  • Metropolitan State University of Denver

    Bachelor of Science (BS)

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Muna Alami Shawar — Financial Services Professional at First Trust in Englewood, CO, US | Unifers