Chasity Adkins Email and Phone Number

· Oversee the operational and compliance aspect for clients, financial advisors,DVP's, and DM's with a high level of detail and speed· Process over 100-150 works items weekly in AWD while monitoring for accuracy· Process distributions, contributions, trades, and periodic plans for clients and agents· Review new account paperwork for suitability thorough proof reading, reviewing required documentsfor errors to ensure Compliance regulations are consistently being met· Responsible for training new members and completing the onboarding process for equipment ordersas well as entering required tickets for system access· Monitored team calls for Quality review monthly and provided feedback in monthlyOne on One meetings· Responsible for creating daily reports detailing the team status and previous day metric to membersof management for review· Handle escalated issues with advisors and advisor assistants which often require collaborating withinterdepartmental counterparts· Attend weekly meetings with management team to innovate and pilot various ideas that will assist withthe team’s day to day operations in a more effective manner· Implement voicemail system by following up with clients to assist with accounts· Piloted projects such as One Call Resolution initiative, Death Claim process enhancements, Call BackOptions for clients and advisors