Gina Kilpatrick Email and Phone Number

Directly supervise, facilitate, develop, mentor and train staff members. Interview and hire new personnel, conduct performance appraisals, monitor and take necessary disciplinary action with existing staff. Be held accountable for ensuring staff meets all department standards.Manage and load balance incoming daily transaction requests and service request tickets. Prioritize and complete all applicable processing in accordance within departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements.Quality track subordinates work, maintain employee records, analyze and take corrective action to prevent similar errors. Monitor trends and report findings to Sr. management.Monitor control reports, gain/loss, suspense accounts and tax form research, including corrections and clearing.Research/resolve unique, complex and escalated account problems.Communicate with internal and external clients.