Jared Mannar Email & Phone Number

Colorado Springs, Colorado Area

• Responsible for opening Investment accounts within Charles Schwab and Folio Financial• Enrolling clients and products in the online investing systems for each firm• In charge of handling/verifying wire transfer requests, responding to client/advisor based inquiries, and providing a variety of administrative services• Monitoring funds within accounts, and alerting Trading when funds needed to be raised/replenished

Colorado Springs, Colorado Area

• Overlook paperwork sent into TRP concerning that of Beneficiaries, Roth and Pre-Tax Enrollments, and 401K distributions• Regularly updated information concerning the areas mentioned up above• Receiving, sorting and processing client requests regarding their 401k's. Completing high volumes of work with accuracy and attention to detail. Submitting client requests, allocating funds, updating client information and supporting leadership with various processing projects.

Colorado Springs, Colorado Area

• Transferred/Implemented clients and their accounts with a previous investing platform over to our platform • Learned to be proficient in Sales force to provide the best service for clients • Chosen amongst other interns to handle excel projects that required clearance. These projects consisted of locating low value cash accounts and selling them. Handling mutual funds and determining the amount and importance, which then required excel spreadsheets. I was proficient in excel and… Show more • Transferred/Implemented clients and their accounts with a previous investing platform over to our platform • Learned to be proficient in Sales force to provide the best service for clients • Chosen amongst other interns to handle excel projects that required clearance. These projects consisted of locating low value cash accounts and selling them. Handling mutual funds and determining the amount and importance, which then required excel spreadsheets. I was proficient in excel and finished all projects ahead of their schedule Show less

Monitoring the setup of the fields each day. Clarifying any questions, comments, or concerns to the best of my knowledge. Helping direct parents to the correct field for the child. Training up and coming coaches/ giving them constructive feedback.

Colorado Springs, Colorado Area

Wealth and asset management. Includes investments and life insurance as well. Assisting upper level executives with backroom work: paperwork, emails, client followups etc.