Danielle Burns Email & Phone Number

1 Bigelow Square, Floor 20, Pittsburgh, Pennsylvania, United States

-Managing new client onboarding, including preparing new account paperwork, monitoring asset transfers, and following custodial best practices.- Troubleshooting access issues for client-facing account interfaces, as well as managing and escalating day-to-day questions and concerns as needed. - Collaborating with advisor and operations team members to create new and streamline existing client service processes.- Developing and designing content for client and prospect facing communications including email marketing and social media.

Pittsburgh, Pennsylvania, United States

- Handed all incoming and outgoing communications with clients, resource partners, and wholesalers. - Developed and implemented marketing strategies via direct mail, email, and social media platforms.- Small and large scale event planning, from initial conception to day-of management, including vendor relations, timeline implementation, marketing and mailing, supply purchasing, and reservation/registration management. - Managed personal and professional calendars for top-level financial advisors and company executives.

Coraopolis, Pennsylvania, United States

- Verified and distributed mortgagee and mortgagor funds for loan closings, and directed tax payments to county offices across the United States. - Handled fund discrepancies and check reissue escalations between borrowers and closers.- Maintained accurate records of all distributions and tax payments as applied to loan closings.

Pittsburgh, Pennsylvania, United States

- Scheduled and conducted interviews with potential candidates, including face-to-face evaluations, pre-employment verification, background checks, and drug screenings.- Parsed and pre-screened resumes and managed internal database of active and available associates.- Coordinated targeted text blasts and provided copywriting for job postings across multiple career websites (Monster.com, Career.com, etc.,).- Created vector-based graphics for use across social media and published advertisements for new job listings.

Greater Pittsburgh Area

- Assisted financial advisors and insurance professionals in the completion and submission of applications for life, disability, and long-term care products. - Facilitated communication between advisors and carriers in the pursuit of administrative and medical requirements throughout the underwriting process. - Collaborated with company executives to develop new Imaging Specialist role and served as first Imaging Specialist for the company in addition to expected case management duties. - Maintained up-to-date knowledge of carrier products and and ensured compliance with industry and federal standards.

Reading, Pennsylvania Area

- Performed all functions of receptionist, executive assistant, office manager, and marketing manager for a franchised commercial real estate office. - Managed all web and print-based marketing strategies for the firm, from conception to implementation.- Onboarded new agents and staff members, including general office and technology orientation, state license management, and maintenance of personnel files.