Andrew Kohn Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Assisted managers and financial advisors across two markets with a variety of daily needs and special projects. Daily duties included reassigning client relationships, mitigating tech issues, running my managers and markets affairs, and being ready at a moment’s notice to drop my current work and prioritize more important items. Special projects included monthly and quarterly performance reporting, implementing client retention strategies and outflow reporting with advisor departures, special projects assigned from upper management for local, regional, divisional, and National benefit, and other special projects needed at any time.

Chicago, Illinois, United States

Worked with teams across multiple lines of business to effectively manage business practices of field supervision. Managed both regional and divisional regulatory (OSJ) files. Created presentation desks for my managers to present data to upper management in multiple lines of business. Lead and organized bi-monthly call which introduced new financial advisors to supervisory procedures and expectations. Worked on special projects to streamline business practices and eliminate inefficiencies in our line of business on a Divisional and National level. Projects included regulatory file retention overhaul, creating licensing procedure for Digital Investment Services, and procedure specific job aids and checklists for consistent practices on a national level.

Chicago, Illinois, United States

I provided various banking solutions and coordinated with my team or banking, lending and investment specialists to create favorable financial solutions to my individual clients. As a designated Small Business Specialist, I helped our business clients start and maintain their businesses from the ground up with account generation, credit establishment and usage, and other payable and receivable tolls to ensure their needs were met based on their specific business. As a designated manager on duty, I was afforded specific managerial level tasks and responsibilities to perform for my colleagues in the event a full duty manager was not available. Lastly, I took a specific interest in using my insight and experience to train and coach our newer bankers in order to advance their skills and provide the best service to our clients as we could.

Hillside, Illinois

Coordinated sales of different products and services offered for both pre-arrangement and immediate need circumstances. Calculated monthly installment plans of payment for accounts that met qualifications. Accurately prepared detailed legal and financial documents for acquisition or transfer of ownership for the organizations product offerings. Directly handled intake of interment orders, memorial applications, product cancellations, and payments from customers. Coordinated successful delivery of memorials from vendors and correct funeral arrangements from funeral directors. Willingly accepted and adequately completed special tasks assigned to me from my managers. Sat on a special committee to incorporate and improve new marketing technology to the organization that led to an initial increase in sales from 2014 to 2015.

Hillside, Illinois

Organized daily burial orders and receipts for families and directors. Optimized the process for organization and processing of interment orders for 15-30 funeral services a day. Assisted customers and vendors both on the phone and in person with any information or concerns. Coordinated with Catholic Charities and the State of Illinois for the successful filing of financial aid.

This position allowed me to perform diverse duties across multiple locations throughout the organization. In addition to routine customer maintenance duties at different sales sites, I was also allowed use my accounting skills in great detail. During my time in this position, I was assigned to re-organize the structuring and collection of bad debt.

Bachelor Of Science, Business Administration; Finance And Marketing

Education record