business & client coordinator at family wealth management advisory llc@ Family Wealth Management Advisory, LLC
Mount Laurel, New Jersey, United States
Alexis Halsey
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Tell me more about Alexis Halsey?
FlashIntel GPTAlexis Halsey is a highly experienced professional with 16 years of work experience. She has a strong background in life insurance, health insurance, and administrative assistance. Alexis is skilled in Microsoft Excel, PowerPoint, and Word, as well as office administration and spreadsheets. Currently, she works as a New Business Coordinator / Operations Manager at IRIS Financial Services in Mount Laurel, New Jersey. Throughout her career, Alexis has held various administrative roles, including Administrative Support Assistant at Family Wealth Management Advisory, LLC and Administrative Assistant at Lane Hipple Wealth Management Group. She also has experience as an Executive Assistant in the healthcare and medical field.
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Emails and Phone Numbers
About
New Business Coordinator / Operations Manager at IRIS Financial Services
Work Experience
business & client coordinator at family wealth management advisory llc
Administrative Support Assistant
Financial Services
Alexis Halsey's Professional Milestones
- Administrative Support Assistant (2019-10-01~): Streamlined administrative processes to improve efficiency and optimize productivity.
- Administrative Assistant (2013-03-01~2013-11-01): Streamlined office operations by implementing efficient processes and ensuring a smooth and organized administrative environment.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
Bachelor Of Business Administration,
General
2003-2007Skill
Life Insurance
Health Insurance
Microsoft Excel
Powerpoint
Term Life Insurance
Administrative Assistants
Office Administration
Spreadsheets
Calendaring
Client Services
Customer Service
Administrative Assistance
Employee Benefits
Certification
Colleagues
Langley Granbery
Associate
Martin V. Higgins, CFP®, ChFC®, CLU®, AEP®, LUTCF®, RHU®
our mission is to simplify your financial life protect your wealth and give you the opportunity to enjoy life free from the burden of financial worries
Michael Einhorn, CFP, CDFA
Financial Advisor at Family Wealth Management
Dari Trout
Office Manager
Steve Thorne, CPA-PFS
Manager
Other Named Alexis Halsey
Frequently asked questions
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Alexis Halsey's social media include: Linkedin,
Alexis Halsey works for Family Wealth Management Advisory, LLC
Alexis Halsey's role in Family Wealth Management Advisory, LLC is business & client coordinator at family wealth management advisory llc
Alexis Halsey works in the industry of Financial Services
Alexis Halsey's colleagues are Langley Granbery,Martin V. Higgins, CFP®, ChFC®, CLU®, AEP®, LUTCF®, RHU®,Michael Einhorn, CFP, CDFA
Alexis Halsey's latest job experience is business & client coordinator at family wealth management advisory llc at Family Wealth Management Advisory, LLC
Alexis Halsey's latest education in Widener University
