Austin Rockafield Email & Phone Number

Issaquah, Washington, United States

Edmonds, Washington, United States

-Responsible for servicing high net worth clients on complex and sensitive service requests, resulting in consistent high client satisfaction.-Assisted in the preparation, documentation and conduction of client meetings, requiring strong personal skills and a high level of attention to detail.-Trained and onboarded client service representatives on company technology, processes, service models and client deliverables.-Created multiple operational process documents to improve and expedite training of new team members.-Designated point person to learn and train team members on updated company technology leading to improved practice efficiencies and an enhanced client experience.

Seattle, Washington, United States

- Hired after successful internship to expand my learnings and expertise on the fundamentals of financial planning to create more valuable client deliverables.- Built quality financial plans and recommendations through Personal Financial View (eMoney); a financial planning illustration software.- Communicated with clients to schedule annual account reviews and assist with service-related questions.- Supported the advisors through prospect outreach offering financial planning and investment advisory services.

Bellevue, Washington, United States

- Analyzed clients’ Factfinders and produced financial recommendations for advisors through a financial planning software.- Assisted the Director of Operations with reassigning orphan clients to advisors around the firm.- Learned the importance of hedging long-term financial risks to properly plan for retirement goals.- Acquired the essential skills of prospecting and maintaining positive relationships with clients.

Pullman, Washington, United States

- Scanned and organized clients’ tax returns and sent to accountants for review.- Assembled finalized returns and coordinated delivery for our clients.- Worked with a project management system and updated daily statuses of tax returns in the firm.- Assisted the head office administrator and accountants with various tasks around the office.

Pullman, Wa

Duties for my job at the Tri Delta Sorority at Washington State University include: Preparing food for members in the sorority, and washing and storing kitchenware, wrapping and safely storing food at the end of lunch/dinner shifts, and assisting any sorority members with questions and concerns they have.

Pullman, Wa

- Primary fiduciary of the fraternity’s budget, expenses, and income. Responsible for the collection and oversight of cash from all fraternity members.- Tracked revenues/expenditures through the fraternity bank account and reconciled them daily with a general ledger through Excel.- Designed and implemented a reporting process and methodology the fraternity has continued to utilize for managing budget, income, and expenses.

Pullman, Washington, United States

- Raised charitable donations through fundraisers to support the Special Olympics.- Organized and hosted a successful philanthropy event selling pizza on school campus.

Newcastle, Wa

My responsibilities as Greenskeeper at The Golf Club at Newcastle included: Operating heavy machinery and mowing tees, fairways, approaches, and greens on the golf course on a daily basis, assisting golfers on the course, and training new greenskeepers on how to safely operate heavy machinery. Beyond my duties of tending to the golf course, attending to customers' questions and concerns was a huge responsibility as a greenskeeper at the Newcastle Golf Club.

Pullman, Wa

Duties of working Kitchen Crew at the Sigma Kappa Sorority at Washigton State University included: Washing dishes, setting out food for sorority members, and taking down food at the end of every shift. Other responsibilities included cleaning the kitchen area and locking the kitchen facility at the end of dinner shifts.

Pullman, Washington, United States

- Taught new members about fraternity's history and our cardinal principles.- Led new members with best practices on how to balance academics and leadership involvement in the fraternity.

Pullman, Washington, United States

- Led the chapter with organizing and hosting events to recruit potential new members for the fraternity.- Outreached to potential new members to attend the chapter's formal and informal recruitment events during the school year and summer.

Redmond, Wa

My responsibilities as a Crew Member for Taco Time NW included: Handling cash/credit transactions for customers, counting my cash till at the end of shifts, preparing food for customers, and attending and assisting customers in a fast-paced environment. Other duties included communicating with customers regarding food orders and providing suggestions on selections and training new employees on the use of the cash register and order taking.