Ifia Stainrod Email & Phone Number

Lake Mary, Fl

Plan Administrator is an integral part of the client services team that plans develops, delivers and services clients’ corporate non-qualified plans. Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments, and distributions. Responsible for developing and maintaining a full understanding of day to day workflow processes required for client plans assigned. Facilitate daily transactional activity with the Trustee and trading desk. Serve as initial escalation point for participant call center inquiries, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure the accuracy of plan recordkeeping and data.

Winter Park, Fl

The Client Relationship Manager/Advisor Assistant is responsible for a wide variety of office support duties. The CRM assists team members in preparing for client meetings and ensures aspects of client accounts are properly maintained. He or she must be an organized, efficient, and detail-oriented individual who can perform daily office tasks in a fast-growing and fast-paced environment. This person must have a passion for providing ongoing service and support to clients that exceed expectations.

Jacksonville, Florida Area

Started out as an Investment Participant Service Rep and assisted with exercise of stock options and selling shares, Explaining vesting periods and exercise types. Distributing proceeds and reinvesting dividends. Was promoted to Wealth Management Banking Support where I supported investment advisory partners with banking products for their 250,000+ asset clients. Provided maintenance checking/savings accounts, credit card, personal/home loans, and CD/IRA. Was tasked with creating and managing trust accounts for Wealth Management clients, processing monetary transactions, and answering everything from general questions to complicated requests.

Bachelor Of Arts - Ba, Communication And Media Studies

Associate Of Arts - Aa, General Studies