- Creation, management, and updating of data of licensed professionals
- Coordination, processing of documents for renewal of accreditation licenses
- Research, initiate and maintain communications between the Firm and regulatory agencies of the applicants:
- This could range from inquiries on completion of documents, the status of their application, and the release date of the renewed file
- Provide solutions to diminish pain points when dealing with complex challenges that are present during a client’s application:
- This could range from proper timing, how to respond, escalate complex issues to superiors, assurances that transaction(s) will go smoothly, finding the necessary information that is not readily available especially in terms of procedures and requirements
- Assisted/co-hosted company-held seminars and webinars, along with:
- Creating a spreadsheet database for prospective clients who expressed interest in attending
- Coordinated with the Finance Team to insured the client(s) processing of their invoices, Official Receipts, collection, follow-up, and release of documents upon obtaining confirmation of payment(s)
- Provided suggestions and insights to prevent and/or minimize possible issues and conflicts
- Drafted and send E-mail communications and announcements (in memo format) as approved by superiors
Predictive Index Behavioral Profile - Adapter
Strongest Behaviors
Behavioral Summary
This is a valid Behavioral Assessment, and this individual does not need to take the assessment again.
This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.
Emmalyn is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.