Resolve client requests by coordinating between clients, portfolio managers, and custodians to find solutionsInitiate, monitor, and reconcile trades in client accounts including raising cash for distributions, investing excess cash, and rebalancing portfolios to proposed asset allocation targetsSupport due diligence by participating in meetings with investment partners in order to evaluate current and prospective holdingsLed the transition of over 150 clients accounts to new platforms during Withum Wealth Management's acquisition of Bond Beebe Financial Advisors by preparing and sending account transfer paperwork to clients; processing incoming documents and establishing client accounts across multiple systems; and creating databases to monitor transfer status of accounts and update assets under management statistics Streamlined investment operations and improved client communication quality by creating and implementing a portfolio review schedule

Originate and organize materials for client meetings including portfolio summaries, recommended transactions, and performance reportsInput client communication and meeting information into client relationship management (CRM) system Led the transition to Docupace cloud-based document management system by managing software acquisition; conducting training on new systems and compliance requirements; and organizing all files within the database

Minuted and distributed final notes, action items for executive and Board of Directors meetingsManaged calendar by scheduling, confirming, and preparing necessary materials for all appointments Drafted, edited, and distributed correspondence Prepared detailed briefings on individual and corporate donors in preparation for major fundraising initiatives

Analyzed fundraising and donor file data by performing complex queries and interpreting data Researched and identified prospective donors Collaborated with representatives from multiple museum departments to prepare fundraising materials