Ian Hoffman, Cfp® Email & Phone Number

The Service Administrator in the Check In space serves as a technical, subject matter, and problem resolution expert for all check in related functions (including balancing daily reconciliation, the bank reconciliation and clearance account reconciliation). This includes an understanding of the impacts to and from various business partners. Manages the.

• Interpreted and processed a variety of retail client requests while demonstrating a logical and systematic approach to problem solving
• Communicated verbally and in written format with clients to discuss invalid paperwork or additional requirements, following all FINRA, SEC and Vanguard compliance policies
• Developed a concrete knowledge of Vanguard and investment industry policies regarding minimizing risk and exposure of sensitive client information
• Balanced between… Show more
• Balanced between productivity and quality to meet department-wide standards
• Relied upon training as well as online resources to independently solve problems effectively and efficiently Show less

Gaepo-dong, Seoul, Korea

• Developed, organized, and implemented English and cultural immersion curriculum for elementary school children
• Coordinated and maintained academic program as a leader in a multinational workforce
• Bridged culture divide between Korean students and both Korean and non-Korean instructors teaching various academic subjects
• Worked closely with school Research and Development Department to expand cutting edge teaching strategies based on local and western philosophies… Show more
• Worked closely with school Research and Development Department to expand cutting edge teaching strategies based on local and western philosophies
• Collaborated on teacher development meetings with local and multinational instructors in planning lessons Show less

King Of Prussia

• Communicated regularly with over 120 clients or potential clients every week related to new product lines and individual needs of large and small businesses
• Coordinated with other team members in other departments to better serve customer needs
• Adapted quickly to changes in product line and in specials in order to serve client needs
• Analyzed situations and proposed solutions that were both amiable for the client and the company

Dresher, PA

• Interacted daily with high volume of incoming customer and financial professionals phone calls
• Educated new employees and consumers on unique programs and services offered by Prudential Financial
• Obtained proficiency in SEC guidelines and applied knowledge to customer calls and annuity applications
• Worked within positive team environment to meet short and long term company goals