Fernando Apodaca Email & Phone Number

San Diego, California, United States

Assisted Financial Advisors to process New Accounts Applications in the opening process. Lift boat’s restrictions from accounts so financial advisors are allowed to place trades for their clients. Place clients accounts in good order. Run reports on accounts to detect any fraudulent activities. Log in documents to clients accounts trust agreements, trust certifications, death certificates, estate documents, collateral documents, tittles, reviewing all documents before removing any board restrictions on the accounts. Taking inbound calls from financial advisors and internal peers 30-60 calls daily. Also answer to emails from financial advisors or peers from other departments.

701 B Street

Assist Financial Advisors with all administrative and processing aspectsof all sales. Client contact including responding to client requests and client outreaches. Perform general clerical duties, such as handling telephones, clients mailings and creating mailing. Create spreadsheets and other financial reports. Increase client contact including addressing their inquiries. Process journal entries upon clients request to the dollar amount they request. Process for clients bank transfers from one account to another upon request from the financial advisor or client. Review clients WCMA applications making sure all information matches with all documents received from the clients.