Donna Christopher Email and Phone Number

Oversee daily operations in a fast-paced environment to include the following: implementing a paperless office environment; maintaining branch office standards as regulated by FINRA; appointment scheduling; process account applications; client account management; anticipating and proactively reacting to client needs in a timely manner; handle multiple issues as they arise on a daily basis; commission reports; licensing for 2 representatives and answer phones. Due to the nature of the industry, accuracy, communications skills and confidentiality is required

Provided office support for an independent financial advisor, responsible for more than 500 individual clients. Prepare financial plans, open new accounts. Account maintenance, maintained client relationships, prepared written correspondence, developed and implemented electronic filing system. Planned client events and developed a marketing system. Prepared commission and various firm growth tracking reports.

Provided office support for an independent financial advisor/CPA responsible for over 200 individual clients. Assisted with preparing financial plans, opening new accounts, tax returns preparation and overall office support. Worked directly with clients regarding their accounts and problem solving. Answered phones, appointment scheduling, client event planning.