Alexis Halter Email and Phone Number

• Prepare timely and accurate Net Assets Values and other fund accounting output for subsequent review.• Record accurately, and by the Department policies and procedures, such accounting records as securities positions, corporate actions related, and system entries.• Reconcile various accounts, or reviewing reconciliations prepared by others, and promptly researching and correcting any variances.• Identify exceptions and problems affecting accounting records and prices, communicating same to management, and assisting in their resolution.

I assist clients as well as bilingual clients with various tasks such as, asset consolidation, providing investment guidance, assisting with asset transfers, providing detailed mutual fund information, assisting with opening new accounts and performing brokerage transactions.

Provide accounting office with assistance with Veteran and Dependent student accounts• Educate Veterans regarding Veteran Center services and Post 9/11 benefits• Provide administrative support including answering phones and questions related to application process• Cross-reference student tuition and fees using Excel Spreadsheets and PeopleSoft Data • Train new employees on software systems: PeopleSoft and VA-Once• Account for payments received from VA and maintain updated data base for funds received• Calculate remaining Chapter 33 benefits each semester for each student using excel• Post student contracts with tuition and fees on PeopleSoft• Help organize financial receipts and payments• Account for payments received from VA • Assist in creating a Veteran dependents new student orientation

The M Group & Associates is the only ING agency in Tempe and one of two in the state of Arizona! Our ING branch office in Tempe is specifically dedicated to working with current undergraduate and graduate students at Arizona State University and helping them build successful careers in the financial services world. We make the training with our internship program a focal point at The M Group which allows us to create and maintain successful financial advisors for years to come. It is a fantastic opportunity for any current student looking for a fun, fast-paced work environment with the opportunity to grow within the company!