Manage client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is compliant. Identify firm's solutions, such as digital online access and cash management offerings, initiate Federal Fund Wires, stock options, cash and stock journals, restricted stock and DTC transfers that support clients’ needs. Onboard new client accounts and ensure required paperwork is compliant.Prepare financial documentation for client meetings. Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness. Enter trades at the direction of the Financial Advisor.Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.

Processed new accounts and client service requests.Kept management systems up-to-date with client information in order to be compliant. Processed and tracked all money movement transactions and account transfers.Educated clients on account services and on-line services. Prepared reports and other materials for client meetings.Planned team marketing events and maintained marketing materials.

FCG Advisors Wealth Management, Chatham, NJ 2000 - PresentOptions Principal/Operations AdministratorSenior Member supporting the business needs of the firm's principal officer, five satellite offices and several brokers to offer outstanding management and client support. Consistently developed meaningful relationships with key private high net-worth clients. Cross trained in various operational functions of the firm, involved with Human Resources and assisted in onboarding new Investment Advisors and their CAs and trained Associates when new procedures are implemented. Provided daily analysis associated with cost basis issues and surrounding re-organizational itemsessential for reporting and tax reporting purposes.Provided effective and efficient administrative assistance to Human Resources Department on all recruitment, benefits and general administrative functions.