Deann Baker Email and Phone Number

Assist the CEO and CFO in the day-to-day running of the business.Initiate and manage a wide variety of critical client transactions with custodians and with other major investment firms.Managing casework and reports for a client’s appointment.Assist with scheduling.Provide excellent service for clients: Working directly with client on any issue or question they might have. Demonstrate proficiency in using the technology needed to support the operations and AIA (e.g., Sharepoint, Morningstar, E-Money, Allocation Master, MS Office, etc).Manage business operations tasks such as processing monthly fee, billing clients, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters

• Manage daily accounts payable and accounts receivable functions, water utility payments, and bank deposits for the City of Lewiston• Initiate monthly bank reconciliations, water utility billings, bi-weekly payroll, quarterly tax, and payroll reporting.• Assist with City Council Meeting agendas, packets, and minutes. Post notice of all meetings in accordance with open meeting law.• Coordinate projects with architects, engineers and Winona County staff.• Monitor property tax assessments, bonds and loans payables, liquor licenses and multiple permit processes.

• Provided thorough collection inquiries; developed payment opportunities.Excellent Multi-tasks abilities, Great Communication with clients, and Effective Problem Solving Skills.

• Assisted the Director of Operations; supervision of operations and administration duties for the CEO.• Initiated and managed a wide variety of critical client transactions with custodians (e.g., Schwab, Fidelity Investments, etc.) and major investment firms.• Managed casework and reports.• Scheduled appointments for Alpha Investment Advisor clients.• Provided excellent service for clients; tracking of monthly activities, all AIA phone calls, working directly with clients.• Demonstrated proficiency in using the technology to support operations (e.g., Sharepoint, Morningstar, E-Money, Allocation Master, MS Office, etc.)• Managed business operations; processing monthly fee, billing clients, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters.Strengths: Trust Worthy, Loyal, Excellent communication, relationship, and time management skills; self-worker.

• Assisted the Director of Operations; supervision of operations, administration duties, assisting partners.• Initiated and managed a wide variety of critical client transactions with custodians (e.g., Schwab, Fidelity Investments, etc.) and major investment firms.• Reconciled client account information; confirming accuracy and interacting with data providers.• Provided excellent service for clients; conducting research and preparing reports for client accounts, preparing materials for client-advisor meetings, and handling routine client inquiries accurately and efficiently.• Demonstrated a clear understanding of applicable compliance, licensing, and commission matters. • Demonstrated proficiency in using the technology to support the operations (e.g., QuickBooks, Junxure, Black Diamond, MS Office, etc.)• Manage business operations tasks; processing monthly fee, billing hourly clients, scheduling client follow-up, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters, and maintain company website.Strengths: Excellent communication, relationship, and time management skills; self-starter/proactive.