Ana M. Ortiz

Ana M. Ortiz Email and Phone Number

Client Service Associate @ LPL Financial
Miami, FL, US
Ana M. Ortiz's Location
Miami, Florida, United States, United States
Ana M. Ortiz's Contact Details

Ana M. Ortiz work email

Ana M. Ortiz personal email

n/a
About Ana M. Ortiz

Executive Assistant to Director of Retirement Planning and Administrative Support in Probate and Accounting. Frye Financial Center provides top quality service in wealth management, pension, estate planning, guardianship, wills, and trust. Florida Notary Public since 2010

Ana M. Ortiz's Current Company Details
LPL Financial

Lpl Financial

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Client Service Associate
Miami, FL, US
Website:
fryefinancial.com
Employees:
7
Ana M. Ortiz Work Experience Details
  • Lpl Financial
    Client Service Associate
    Lpl Financial
    Miami, Fl, Us
    View
  • Frye Financial Center
    Executive Assistant
    Frye Financial Center Mar 2017 - Present
    Aventura, Fl
    FinanceProbateRetirement Planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit https://www.fryefinancial.com/
    View
  • Frye Financial Center
    Notary Public
    Frye Financial Center Mar 2017 - Present
    Miami, Florida, United States
    View
  • The Law Office Of Sean M. Coccia, Llc
    Executive Assistant Paralegal
    The Law Office Of Sean M. Coccia, Llc May 2010 - Mar 2017
    Executive Assistant Paralegal / Office ManagerManage and maintain efficient operation of the office. Provide administrative and business support to attorney and other executives. Conducting research, gather, prepare, and proof read documents. Control inventory and order new supplies. Assist with team building and overall support the office; oversee office staff and trained new employees on procedures. Accounts payable and receivable. Performed all office duties as necessary such as fax, mail, copy, scan, oversee high volume emails, answering phones and resolve any problems that occur.
  • Carner & Barzakay
    Paralegal
    Carner & Barzakay Sep 2008 - May 2010
    Fort Lauderdale, Fl
    High volume personal injury law firm. Managed over 180 files keeping them exceptionally organized. Kept intense contact with clients, doctors, and insurance adjusters. Opened insurance claims, requested and gathered all medical records, billing ledger, and all necessary documentation, drafted settlement demands. Requested reductions on medical bills; prepared closing settlements. Mailed, faxed, email, copy, scan, file, intense data entry, internet based research and investigation.
    View
  • Connection Staffing
    Administrative Assistant
    Connection Staffing Oct 2004 - Aug 2005
    Doral, Florida
    Assisted Regional Manager with projects, reports, sales, marketing and assured all deadlines were met. Assistant Head Recruiter with appointment scheduling, Memorandums, meetings, and reports. Greeted and assisted clients with their needs in finding employment. Answered a busy eight line telephone, screened all calls and directed as necessary. Extensive data entry, scheduled appointment, implemented filing system that best suited office from alphabetically to numerically. Faxed, copy, mail, sorted and distributed mail, prepared and arranged pick-up for packages via FedEx and UPS.

Ana M. Ortiz Skills

Management Office Administration Communication Interpersonal Skills Organizational Effectiveness Data Entry Problem Solving Employee Training Delegation Information Gathering Scheduling Computer Literacy Microsoft Office Executive Administrative Assistance Business Correspondence

Frequently Asked Questions about Ana M. Ortiz

What company does Ana M. Ortiz work for?

Ana M. Ortiz works for Lpl Financial

What is Ana M. Ortiz's role at the current company?

Ana M. Ortiz's current role is Client Service Associate.

What is Ana M. Ortiz's email address?

Ana M. Ortiz's email address is an****@****ial.com

What skills is Ana M. Ortiz known for?

Ana M. Ortiz has skills like Management, Office Administration, Communication, Interpersonal Skills, Organizational Effectiveness, Data Entry, Problem Solving, Employee Training, Delegation, Information Gathering, Scheduling, Computer Literacy.

Who are Ana M. Ortiz's colleagues?

Ana M. Ortiz's colleagues are Austin Frye, Jd, Mba, Cfp®.

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