· Consistently made sure trade tickets are executed in a timely manner as well as research and resolve trade issues on a daily basis· Enjoy working with various internal parties and personalities (i.e. Portfolio Managers, Traders, Account Executives, etc.) to ensure accounts are onboarded correctly· Responsible for setting up accounts (on internal platform) and made sure they are reconciled and ready to be invested· Able to multitask and ensure tasks (urgent and non-urgent) are prioritized and handled (from uploading allocations to closing accounts and notifying custodians to composing an email or letter for the clients to account maintenance to updating billing information)· Made sure to respond to all incoming requests and internal and external parties are taken care of· Understand the nature of this business/industry requires me to wear many hats and I am comfortable with changes and working with different platforms

· Streamlined process by consolidating vendor invoices· Consistently made sure database was up-to date (from client info to bank accounts to statements to rate changes)· Enjoyed troubleshooting issues (from reconciling tickets to making sure numbers/information matches)

· Scheduled and maintained an extensive appointment calendar for the president· Enjoyed arranging travel plans, meeting agendas and made sure detailed itineraries were provided· Maintained an expense report spreadsheet and responded to all inquiries· Prepared handouts for meetings as well as the company newsletters that went out to 100 + branch offices· Organized all company events and made sure all employees and guests were welcomed

· Worked closely with a certified financial planner and handled numerous clerical tasks· Scheduled meetings and calls and provided itineraries· Maintained database of clients and organized files· Responsible for getting applications processed and responded to client requests in a timely manner