Emily Benoit Email & Phone Number

Linthicum Heights, Maryland, United States

Linthicum Heights, Maryland, United States

* Debrief with Financial planner(s) following client meetings* Assist with completion of fee planning contracts, investment and insurance applications, if properly licensed* Ensure all correct forms are in order, and submits package for underwriting using Redtail and Laserapp* Work directly with all clients on service questions and changes, handling complex issues and problems with little or no Financial Planner involvement.* Maintain integrity of client asset record system and vendor lists* Interface with broker/dealer, brokerage, fund companies, custodians and insurance companies* Familiar with CRM tools* Complete financial planning input independently, and create complete programs* Track fees paid and contracts signed. Follows up with clients on outstanding payments* Assist the Financial Planner(s) in maintaining a compliant practice* Assist with completion of weekly acknowledgement forms and copies of all correspondence**Emily Benoit supports Tucker Hite who is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. StoneBridge Advisors, Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-3020446-033120**

Hunt Valley, Maryland, United States

Led human resource department (onboarding, off boarding, policies, and benefits coordination). Oversaw firm accounting and books (billing & invoicing process, A/R, A/P using Microsoft Excel). Coordinated partner, tax and family office service calendars/ trackers, meetings, and firm events. Processed payroll through ADP. IT network support (assisted staff with IT issues).Procurement of supplies, furniture (assisted in firm move) and equipment. Created standard operating procedures (confidentiality policies, HR policies, etc.).

Projects:Maryland Workforce AllianceTranZed Academy for Working Students - The Children's Guild

Timonium, Md

Baltimore, Maryland, United States

Provided administrative support to camp director and finance manager in a school of 50 students.Assisted 10 teachers in various school projects for preparation of school year. Coordinated with camp director to greet families, complete camp forms, and payments.

Towson, Maryland

Responsibilities include: Efficiently opening and closing store, preparing and selling coffee drinks by following prescribed recipes and techniques for coffee drink; helping to train new employees, actively welcoming people and sampling products to attract new customers, establishing relationships with clients, maintaining inventory; performing preventive maintenance for equipment; handling daily transactions.

Baltimore, Maryland Area

Summer Position Responsibilities included: Dealt with inquiries related to parish duties such as funerals and vowel renewals; administrative tasks, organized and cleaned church rooms and closets, edited weekly bulletin, actively used publisher for directory.

Annapolis, Md

Competitive Internship Program. Interned for Delegate Ben Barnes, District 21.Responsibilities Included: Interacted with constituents, delegates, and lobbyists; conducted research as needed and reported findings to delegate; executed daily administrative tasks; attended committee hearings, meetings, and briefings to remain informed about current legislative issues; tracked delegate and interest billsCommittees: Appropriations; Education and Economic Development; Pensions, and Capital Budget

Towson, Maryland

Started as a sales associate and was promoted to key holder based on daily sales success and personal growth within the company. Responsibilities included: Maintained exceptional and accurate knowledge about the teas and the benefits in order to provide extraordinary customer service; communicated and worked effectively with colleagues in order to achieve a common sales goals; consistently exceeded to meet daily sales of $55 dollars an hour.

Towson, Maryland

Responsibilities included:Welcomed students and families while representing Towson in positive, passionate, professional manner; provided support and information for freshmen, transfer, and international students ; helped facilitate program and adjustment of new students and their families. - Connected to students by sharing accurate information about academic, personal and social resources - Worked collaboratively with faculty, staff and student workers from other areas on campus

Bachelor Of Science - Bs, Political Science And Government, 3.4

Activities and Societies: National Society of Collegiate ScholarsPolitical Science major with a concentration in conflict resolution.

Study Abroad, Political Science And International Studies

Activities and Societies: Amnesty International Society Language Exchange Program International Students Society Kickboxing SocietyStudy.

Political Science And Government, 3.4