Aimee Bacckus Email & Phone Number

United States

• Provide assistance to Financial Advisor • Prepare portfolio manager reports for assigned client investment review meetings• Prepare new brokerage and/or advisory account paperwork for new clients• Deposit client checks via mail, mobile deposit and digital deposit• Scan and upload client files and daily paperwork into paperless system• Submit paperwork to establish client IRA systematic withdrawals• Submit Investment Change Requests and other Asset Movement paperwork• Schedule client appointments for in-person, phone and Zoom meetings• Utilize Broker/Dealer site, CRM, eFileCabinet, and various Custodian sites

Dearborn, Michigan

Field Operations• Supported Regional Directors and Territorial Sales Managers• Managed the day-to-day operations of the department• Contracted, appointed and onboarded insurance agencies and agents in multiple states• Ran Background Checks and Drug Screenings• Setup security access for agents to systems• Maintained agent records in Database with 10,000+ agents• Responsible for Agent Commissions Schedule, Production and Growth Bonus Reporting• Analyzed department workflows and documented all policies and procedures• Trained and provided ongoing guidance to department staff• Ensured compliance with all business policies and processes• Represented department as Subject Matter Expert on Corporate Projects • Department Lead for business requirements and UAT for new technology implementations

Dearborn, Michigan

Executive Offices• Provided executive assistance to multiple Vice Presidents• Acted as liaison to Field Vice Presidents, Regional Sales Directors, and Territorial Sales Managers• Conducted research and assisted vendors/consultants with strategic projects• Monitored monthly operating expenses and assisted with budget

Dearborn, Michigan

General Counsel/Corporate Secretary’s Office• Assisted with Board of Directors’ meetings and conferences• Processed corporate contracts through review/approval process• Acted as liaison between attorneys and originating departments• Served as team member to develop corporate document management and retention policies• Evaluated, proposed and purchased contract database to manage corporate contracts