Heidi Smart Email & Phone Number

Vacnouver Wa

I am responsible for planning, creating and implementing efficiencies to keep the business running smoothly. I create/manage workflows, test/research new available tools and ensure all employees are up to date with current processes. As of May 2024, I am also part of our portfolio trading team and continue my ongoing efficiency search within our available trading platforms along with managing all the moving parts between the numerous departments at JBA.Additional tasks include servicing new account setups, client inquiries and transaction requests. I complete needed paperwork, submit/track financial transactions, prepare necessary meeting preparations and review/research client account data. I ensure compliance with all regulations and effect follow up procedures. Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and PCS are separate and unaffiliated.

Vancouver, Wa

I am responsible for planning, creating and implementing efficiencies to keep the business running smoothly. I create/manage workflows, test/research new available tools and ensure all employees are up to date with current processes. Additional tasks include servicing new account setups, client inquiries and transaction requests. I complete needed paperwork, submit/track financial transactions, prepare necessary meeting preparations and review/research client account data. I ensure compliance with all regulations and effect follow up procedures. Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and PCS are separate and unaffiliated.

Portland, Oregon Area

I am a Licensed Administrative Assistant for a Financial Services Representative in Portland, OR. I am responsible for servicing our current clients as well as assisting new ones, completing paperwork, effecting follow up procedures, tracking financials and deposits, processing payroll, preparing presentation materials, implementing technology based systems, ordering supplies and maintaining the day to day functionality of the office.Securities offered by KMS Financial Services, Inc.

Sandy, Or

Customer service, setup, maintain and service client accounts, generate correspondence and provide marketing support, mutual fund, retirement plan and health insurance sales, produce a quarterly newsletter, maintain the company website and implement technology based systems.

Estacada, Or

Management of 20+ employees, scheduling, point of service, customer service.