Managed multiple departments including scheduling, human resources and quality control. Retained over $1.5 Million by the resolution of chargeback disputes. Developed process improvements that made it possible to accommodate increasing responsibilities necessitated by staff reduction.Decreased expenditures 25% by implementing inventory controls and standardizing ordering procedures.Maintained multiple merchant accounts by capturing all company transactions and reviewing batch reports.Completed bank reconciliations; perform accounts payable and accounts receivable functions.Interact with external clients and vendors on a regular basis, cultivating strong professional relationships. Handled all client disputes, focusing on client retention by coming to a mutually beneficial resolution.

Oversee Client Relations Department by reviewing individual employee responsibilities on a weekly basis and managing assignments. Helped drive a 10% increase in customer satisfaction based on a customer survey in 2016.Registered clients with fulfillment company by verifying over verbal recording the terms and conditions and customer’s information.Handle escalated and disgruntled phone calls with customers and assist in coming to a resolution.Schedule entity appointments and manage corresponding spreadsheet to indicate appointment details and dispositions. Manage multiple executive calendars.

Manage all operations including new accounts, account transfers, withdrawal requests, annuity applications and RMDs.Handled highly sensitive information and became a trusted assistant to company president and associate financial planners.In charge of running all quarterly fee reports and statements for all clients of Bruce A. Lefavi Securities. Property Manager of the office building owned by Mr. Lefavi. Often greet clients and oversee pre-appointment paperwork for both advisors and clients.