Abigail Craig Email & Phone Number

Charlotte Metro

Fort Mill, South Carolina

Fort Mill, South Carolina

• Review, research, process and initiate account requests within expected service levels.
• Perform quality assurance of applications processed by other team members Onshore and Offshore to ensure accuracy.
• Assist with transitioning Third Party Asset Management accounts for 3,200 advisors with $120 billion in assets, during LPL’s acquisition of National Planning Holdings, Inc.
• Ensure proper application of compliance and regulatory policies and procedures.
• Support service teams with questions on processed or pending accounts.
• Complete reports daily to minimize error and submit to management.

Charlotte, North Carolina Area

• Manage company logistics, files and working documents for team members and clients.
• Schedule and dispatch ten technicians via electronic calendaring to all customers ensuring each employee meets daily and monthly sales goals for the company.
• Primarily responsible for prioritizing and balancing multiple projects simultaneously to meet strict deadlines, assist with recruiting and lead on boarding process of new team members as well as managing human resource.
• Work with accounting firm to manage accounts receivable, collections and sales reports.
• Analyze and organize proprietary compliance reporting data for clients in order to simplify budgeting needs and conveniently display all inspection details for over 5,000 inspection items.
• Use QuickBooks to create work orders, invoices and purchase orders for technicians, clients and vendors.

Bachelor'S, Sociology

Activities and Societies: Alpha Kappa Delta International Sociology Honors Society and Student Association of Sociology. Chancellor's.

Education record