Cornelius Bryson
The Advisory USA
Brunswick,ME
2
years of professional experience
Detail-oriented professional with nearly two years of experience in financial advisory, supporting clients and advisors while managing office operations. Skilled in communication, CRM documentation, appointment coordination, and front-desk support. Completed Life, Health & Accident insurance producer pre-licensing coursework and quickly adapts to new systems and procedures.
Work History
Executive Assistant
1 Year 9 Months- Reached out to prospects and clients primarily by phone, explaining The Advisory USA’s general services, advisors, office locations, and consultation process.
- Answered generalized prospect questions while referring product-specific or advisory questions to licensed advisors.
- Followed up with seminar attendees, no-shows, and prior prospects to encourage appointments and maintain contact.
- Handled basic objections and hesitation, scheduled callbacks, and respected explicit requests to stop further contact via removal from the call list.
- Scheduled prospect and client appointments directly on advisor Google Calendars based primarily on availability.
- Sent appointment confirmations and notified the appropriate advisor by Google Chat, phone, or email.
- Documented prospect interactions in Wealthbox CRM, including call outcomes, follow-up needs, appointment status, and free-form notes.
- Updated client and prospect information in Wealthbox and worked through assigned or system-generated tasks according to priority.
- Handled confidential financial information, including account statements, retirement-account information, asset records, debt information, and Discovery Sheets.
- Updated client financial profiles using information from supporting documents, including assets, debts, and other relevant financial data.
- Scanned and uploaded client documents using company-specific digital workflows designed to route records to the correct client location.
- Covered the front desk, checked scheduled clients against the calendar, greeted them, offered drinks or snacks, and notified the appropriate advisor of their arrival.
- Handled incoming calls and walk-in visitors, took messages, answered basic questions, and routed matters to the appropriate employee.
- Balanced prospect outreach, CRM tasks, scheduling, document work, front-desk interruptions, and other assigned responsibilities.
- Adjusted priorities when urgent client, advisor, or office needs arose.
- Regularly worked from both the Brunswick and Sanford offices and handled routine responsibilities independently when working without an advisor on-site.
- Assisted with seminar and event preparation, including setup, nametags, household folders, attendee check-in, attendance tracking, and cleanup.
- Used Google Drive, Google Docs, Gmail, Google Calendar, Zoom, office phone systems, Xerox printer/scanner equipment, and have extensive experience with Wealthbox CRM.
Education
High School Diploma
Skills
Client communication
Office support
Confidential information management
Financial Services Support
Calendar management
Appointment Scheduling
Executive support
Administrative support
Office management
Data Management
Task Prioritization
Attention to Detail
Timeline
Executive Assistant
The Advisory USA
11.2024 - 08.2026Read More
Hyde Academy
High School Diploma
Read More
Plant Care
I enjoy optimizing plant care by meticulously taking care of my plants by learning the plant specific needs and optimizing the environment and care procedure to its need