•Developing, producing and enhancing risk reports for high-net-worth clients•Analyzing financial information obtained from clients to determine investment strategies for meeting clients' financial objectives•Reviewing clients' accounts and results regularly to determine whether life changes, economic developments, or financial performance indicated a need for plan revision•Interpreting data on price, yield, stability, future investment-risk trends, economic influences, financial markets and other factors affecting investment programs

•Maintained existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation was up to date•Conducted outreach to maintain strong relationships with client base and identify firm services and solutions, such as digital, online access and cash management offerings, that supported clients’ needs•Performed administrative duties that supported financial advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, file & calendar maintenance•Onboarded new client accounts, which includes the collection of required documentation and client information•Supported the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

•Scanned, processed, packaged, and shipped orders accurately•Ensured that stocks and inventory were well-organized and maintained•Examined and inspected products for defects and damages•Received, unloaded, and arranged inventory items appropriately•Discharged duties in strict compliance with amazon safety and hygiene regulations•Offloaded amazon delivery trucks using a pallet jack that transported goods and merchandise into the warehouse