Ongoing administrative support by preparing financial summaries and accountopening documents, entering client purchases and trades, monitoring financialtransactions and follow-ups, preparing forms and insurance quotes, andmaintaining confidential paper and electronic files. Responsible for daily office activities including receiving calls and emails,responding to client requests and inquiries from head office and third-partypartners, scheduling appointments, monitoring social media marketing and sites,maintaining office equipment and supplies, and hiring office staff.Developing, instructing, and maintaining office financial regulatory complianceprocedures and standard operating procedures governing advisors and clients.Managing relationships by being proactive in dealing with needs of clients,advisors, and third parties, providing updates and identifying and resolvingissues, and responding to client requests with tact, understanding,professionalism and composure.Processing and making inquiries to medical and life insurance claims, changes toinsurance policies, and investment transactions and transfers all in accordancewith privacy legislation.

Communicated complex financial information to clients to present insurance andinvestment options and help them assess the merits of different plans.Created, implemented, and reviewed financial plans that included strategiesdesigned to help clients pursue their goals.Collaborated with other financial advisors and business partners to provideincreased value to clients.

Performed analysis of chemical samples, data quality control and assurance, andmaintained scientific spreadsheets and databases.Provided project support to governmental and non-governmental organizations.Conducted comprehensive scientific literature research on relevant projecttopics.Prepared, edited, and formatted scientific reports, tables, and presentations