Cason Waters, Mba Email & Phone Number

Amarillo, Texas, United States

Amarillo, Texas, United States

• Oversaw “Client Resource Management Database” and Client File System.
• Managed CEO/Lead Advisors email inbox and calendar; managed all client scheduling and correspondence.
• Maintained e-files and records in accordance with the records retention policy; this included all emails, phone calls, and client visit documents and agendas.
• Prepared preliminary financial planning recommendations, including short and long-term investment goals, and initial product solutions for advisor… Show more
• Prepared preliminary financial planning recommendations, including short and long-term investment goals, and initial product solutions for advisor review and use in client visits.
• Worked with the corporate office to ensure accurate account setup, new business processing, and resolution of any potential issues.

Canyon, Texas, United States

-Provided counseling and information to employees and retirees for group health and life insurance options.-Conducted new employee benefits orientations. Processed benefit onboarding and annual open enrollment in Workday-Prepared retirement forms, reviewed completed forms for accuracy, counseled employees on retirement benefits and processed retiree.

Canyon, Texas, United States

-Updated and maintained employee records in Workday and Colleague: This consisted of onboarding new employees, maintaining addresses, direct deposits, TRS changes, name changes, etc.-Served as Training Coordinator. Responsible for training compliance through the TrainTraq system.-Assisted new Staff and Faculty members with I-9 and onboarding completion..

Canyon, Texas, United States

-Processed applications (communicated with applicants and answered applicants' correspondence).-Processed job vacancies (communicated with departments; advised on posting vacancies on Workday system, Texas Workforce Commission, and HigherEdJobs; and maintained vacancy logs and lists).-Served as liaison and technical resource to customers. -Processed staff.

Texico, NM

-Planned, organized and lead music ministry during worship service by motivating congregational participation and provided direction to choir members and musicians.-Acquired music, equipment and supplies to perform designated duties in accordance with financial policies.-Coached and mentored music ministry team members-Utilized ProPresenter for lyric.

Farwell, Texas, United States

-Identified plans and resources required to meet project goals and objectives by setting realistic timelines and checkpoints.-Developed and initiated projects, including managing costs, scheduling and performance.-Achieved project deadlines by coordinating with employees and contractors to manage performance.-Applied strong leadership talents and.

Farwell, Texas, United States

-Tracked project performance to analyze successful completion of short and long-term goals. -Identified project scopes, constraints, risks and deadlines.-Prepared and filed documents and collected data to track performance and efficiency.-Worked with senior managers to assist with day-to-day functions, including customer service and operational procedures

Masters, Business Administration And Management, General

Bachelor Of Arts - Ba, Business Specializing In Healthcare Administration

Activities and Societies: Baptist Student Ministry, WTAMU Chorale, S.A.G.E.

Bachelor Of Arts - Ba, Business Specializing In Management