Boyana B. Email & Phone Number

Columbus, Oh, Us

Columbus, Georgia, United States

• Facilitate efficient and effective administrative functions for over 30 advisors.• Analyze and prepare documents to support administrative requests adhering to the guidelines and internal & external compliance directives.• Perform a variety of duties including drafting & processing investment and insurance paperwork, maintaining files, and preparing reports. • Collaborate with liaison and communicate with advisors and staff on requirements related to checks collection, signatures needed, signature guarantees needed, order for submitting transfers/processes forms to the appropriate departments/companies.• Conduct thorough review of work prior to completion/submission to ensure the identification of potential problems and ensure an organized correspondence package that facilitates the ease of completion.• Exercise judgment and decision making to solution problems, determine priorities, and recognize when additional documentation or approval is required.• Work independently under pressure with minimum supervision setting own work goals and delegating tasks.

Columbus, Georgia Area

Greater Columbus Area

Master Of Science - Ms

Bachelor Of Science (Bs)