Muna Alami Shawar
Financial Services Professional Administrative Assistant
- Role
- Financial Services Professional at First Trust
- Location
- Englewood, CO, US
- LinkedIn followers
- 500 followers
About Muna Alami Shawar
25 years of Experienced Financial Services Professional with a demonstrated history of…
Experience
Financial Services Professional
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)
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