Jaime Pensabene Email & Phone Number

San Francisco, California, United States

San Francisco, California

Successfully rationalized office management and organizational systems enabling attorneys and paralegals to significantly increase billable hours on client projects.-Leveraged extensive organizational skills to establish and maintain client files and prepare critical court documents.-Resolved telephone inquiries and provided initial office contact. -Processed both accounts receivable and payable. -Ordered office supplies and served as contact with vendors.-Assisted with document management and prepared court correspondence.

San Francisco, California

Senior Client Services Administrator 2008-2013 Served as primary client contact and advocate for both retail and high net worth clients guiding them through IRA investment and disbursement processes. -Awarded several commendations from management for superior customer service. -Received annual performance bonuses from management for organizational skills, attention to detail and ability to excel under pressure. -Key responsibilities included management of account transfers, distributions, additional IRA purchases and other investments.-Led new employee training including key company policies and procedures, resulting in critical improvements in employee retention and customer satisfaction.-Dramatically improved client complaint resolution by codifying and logging issues and using my extensive company knowledge to mitigate problems.-Expanded my daily responsibilities and performed without constant supervision.Cross Departmental Acting Administrator 1998-2008Selected by management for its company cross-training program to perform as an interim administrator for numerous operational functions (Investments, Transfers, Accounts Payable, Accounts Receivable, Distribution) when leads were unavailable.Operations Administrator: Outgoing Transfers 1996-2004 -Managed cash and other asset transfers to a broad range of IRA custodians.-Researched standard and non-traditional investments to determine the processes for making asset transfers (including limited partnerships, real estate, LLCs, private and public stock offerings and mutual funds).-Led inquiries with investor sponsors to determine transfer statuses.-Responsible for account audits to determine accuracy of asset transfers.-Managed the billing and collection of outstanding client fees.Receptionist 1995-1996 -File clerk and receptionist, managing company archives, account filing systems, office products ordering and company mail sorting and distribution.