Managed new client implementation process, coordinated and directed client activities with other team members and assisted as necessary. Communicated daily with Fidelity and Schwab regarding the opening, maintenance and money movements of clients’ accounts. Interacted with clients to facilitate completion of documents, financial transactions and general trouble-shooting. Performed various other tasks as requested by the Wealth Advisors to provide a positive experience to clients regarding their financial plans. Maintained client paper files and electronic data files in a timely manner; compiled quarterly asset values for billing, journals, transfers, invoicing, annuity fees, and commission fees.

Maintained stock and assisted customers in the check-out process.

Full-time. Opened and sorted mail payments by location and by payment batches. Researched customer payments to ensure they were applied as the customer requested. Applied check payments to open charges on customer accounts using a check scanning system. Processed credit card payments to customer accounts. Handled any duties (balancing & totaling accounts at the end of the day) associated with the processing of customer payments. Performed same job January-February 2020.

Managed the multi-million dollar educational grant and charitable donation (monetary and product) program for the Orthopedic division. Processed, tracked and managed applications with great attention to detail. Communicated with requestors to ensure documentation and procedures were in place in order to obtain approvals in a timely fashion. Continually worked with Committee and other business areas that were an integral part of the grant and donation process. Identified, addressed and suggested solutions to areas of concern. Created and maintained standard procedures. Reported on monthly and quarterly application activity. Created and maintained detailed records of all grants and donations processed.

Organized and scanned tax documents for personal income tax returns. Documented job procedures. Assisted with e-filing. Interfaced with accountants on projects and problem resolution. (Seasonal position). Performed same job 2/2015 - 4/2015.