Bridget Fox Email & Phone Number

Lake Mary, Florida, United States

Lake Mary, Florida

Lake Mary, Florida

Mutual Fund Transfers

Orlando,

 Successfully manage a multi-million dollar personal workflow of assets coming to Schwab via the ACAT (Automated Customer Account Transfer Service), Non ACAT, 3rd Party Mutual Fund and DTC systems daily for retail and Institutional clients.  Foreign asset transfer subject matter expert.  Perform daily follow-up calls to delivering firms to obtain up to date status on open transfer requests. Participate in work improvement focus groups and monthly conference calls to increase operating efficiency cross-site by reducing transfer errors and help improve new hire training.  Thoroughly review client statements to determine acceptability of assets and initiate the transfer in a timely manner. Work daily with Investment Advisors (IA’s) and Service Representatives to resolve problems that arise from faulty paperwork, missing/wrong information or restrictions placed on an account by a delivering firm.  Direct incoming and outgoing phone contact with clients and Investment Advisors to ensure completeness of transfer paperwork to provide a seamless transfer experience. Educate, informally, Schwab employees on the transfer process to provide a better client experience.  Train new hire and internal employees on the different types of transfer processes.  Ensure that all asset transfers into Charles Schwab are completed correctly and accurately within appropriate timeframes.

Orlando, Fl

 Daily interaction with clients to gather information in order to organize case files. Researched case law for pending medical malpractice and personal injury cases. Assisted with depositions by taking detailed notes from clients, experts and other people of interest for pending cases. Prepared dictated correspondences to clients, medical professionals and other attorneys in outside firms. Filing of daily mail and pleadings for clients. Performed basic accounting of client accounts and office billing. Created case pleadings and memorandums and filed the pleadings with the courts. Maintained organized schedules for meetings and court cases for the attorneys in the firm.

 Processed and filed pleadings as well as entered court minutes. Assisted county judges with Civil and Small Claims court cases. Facilitated customers with the filing of small claims and eviction cases. Provided information in order for customers to obtain passports and marriage licenses.

Associate Of Arts (A.A.), Finance, General

Education record