Heidi Hebert Email & Phone Number

Manage, oversee and provide administrative services to Institutional Wealth Clients. Liaison between Trust operations and client accounts. Assist in maintaining strong client relationships, analyze and implement solutions for complex client related processes.

Consultant for Rodan + Fields. Lead a team of individual business Entrepreneurs who have partnered with Rodan + Fields in building and creating their own professional business and organization. Trainer on products, business development & recruiting techniques.

Analyst / Project Management Liaison between business partners and IT to provide support on record keeping systems within the Retirement Plan administration. Research and identify system issues for institutional clients and participants. Coordination of minor enhancements changes within specific software, code implementations and regression testing for new.

Managed financial operations and all office related work including payroll, accounts payable, and accounts receivables. Assist in generating sales leads for new business prospects. Oversee and assist in development of marketing projects.

Account manager and project manager between clients and internal operations in overseeing clients defined contribution retirement plans. Accountable for the quality of service provided by Retirement Plan Services to maintain and expand existing bundled client relationships in coordination with other support groups. Internal leadership role for client.

Accurately analyze, process and document work related to the receipt of funds for client payrolls into retirement plans.

Managed and processed accounts receivables, accounts payables & billing. Handled and assisted with proposal and report editing, financial reporting and EOY process for organization.