Family Office Coordinator who interacts with clients in helping them simplify and organize their financial lives. I am passionate about helping clients achieve financial success and building meaningful relationships.

Relationship Manager that helps manage clients accounts, by reviewing their accounts, check cash balances, process ACH/Wires, bill pay, take care of overdraft reports. Schedule appointments. Review and process Reg 9s, open and setup new accounts, IPs, remittences, close accounts and etc. Process incoming and outgoing mail, IRA RMDs. Put together Trust Committee Minutes, Objective Letters. Plan and put together after hour events for clients and center of influences.

Help assist Trust Officers by doing the following: initiate incoming transfers from other firms by manual requesting these transfers or initiating them on the ACAT system, Re-registering Stock, Bill Pay (paying clients bills), ACH's, Wires, Account Openings (setting up new accounts in the system), Processing Remits (setting up Remits and changing remits), notifying companies of change of addresses, Setting up Master and Sub Accounts (for investment purposes), Market Value Updates, Closing Accounts and assisting with the phones.

Worked on the manual side of incoming Transfers from Annuity companies. Processed incoming Bank CDs. Transferred in stocks using the DTC system. Transferred in accounts (in-kind). Processed broker/dealer changes on Annuities and Life Insurance Policies. Answered phones, faxing requests.

Assistant to the owner at McArthur Insurance Agency. Managed accounts, find clients insurance coverage, renewed clients insurance coverage. Generated Certificates of Insurance, Submitted applications to different insurance carriers for the best quotes. Schedule meetings, reviewed clients files. Processed mail and overnights. Answered phones, file and etc.