Work with clients to gather data to complete a financial analysis in order to prepare their financial plan. Financial analysis consists of reviewing the client’s cashflow, employer benefits, insurances and estate planning. Work with in-house CPA to prepare taxes for individuals using Intuit Lacerte.

Manage book of business of 900+ accounts worth ~$18 billion. Develop and maintain relationships with investment, operations, and other specialists to ensure clients’ needs are met. Analyze account and financial statements to determine best strategy for onboarding and planning. Ensure compliance of assigned trust and pension accounts with policies, rules, and regulations. Resolve complex problems with clients, attorneys, and certified public accountants (CPAs) in administering accounts. Recommend changes to department policies and procedures. Directly supervise up to two employees.Select Accomplishments:• Promoted from Assistant Vice President to Vice President in two years.• Saved several weeks in process of obtaining proper documentation for institutional accounts by creating first-ever written guidelines.• Ensured firm reported correct market values upon creation of new real estate fund by helping with valuation and identifying and resolving errors in valuation.• Elected to be go-to person for retirement questions and issues.

Enhanced and retained client relationships by providing effective solutions to client inquiries. Provided dedicated operational and sales support to Resident Director/Financial Advisor. Received and executed unsolicited trades. Coordinated and managed office events and projects. Assisted in account maintenance, new account openings, account transfers, and other service-related duties.Select Accomplishments:• Received bonus award and consistently received positive feedback from Resident Director for quality performance. Entrusted with increasing autonomy throughout tenure. • Resolved 100% of inquiries within target time window.

Brought in new clients with banking team. Coordinated account openings, account transfers, and other onboarding functions. Built relationships within firm to resolve issues, process transactions, and complete other service-related duties for clients. Assisted Private Banker in managing ultra-high net worth relationships, including conducting daily client contact and utilizing SalesForce.Select Accomplishments:• Met and exceeded timeliness standards on all projects and client matters every month of tenure.• Reduced onboarding time by one to two days per client by designing and recommending procedure changes adopted by management.