Cheri Welch Email and Phone Number

• Accounts Payable/Receivable, travel expense reports, audit preparedness, client statements, vendor invoices, client events, maintained calendar/CRM• Managed employee recruiting, hired, trained and managed, all HR duties/paperwork• Assisted in safeguarding client assets and serving as administrative and operational support to adviser• Supported companies marketing strategy by maintaining marketing materials and planned client events• Prepared for client meetings, all paperwork required, ensuring suitability and rules were followed. Daily correspondence with clients via email or letter format.• Ensured all client information was accurate and current. • Resolved client inquiries in a timely manner with little or no supervision

• Administrative duties included handling telephones, mailings, filing, • Gathered historical data for valuation for client and advisor• Processed various forms, managed CRM – calendar/client information• Resolved client issues in a timely manner as they arose.