• Support financial advisor in servicing client accounts, ensuring timely and accurate execution of client requests and transactions. (Proficiency in ClientWorks – LPL Financial - Advisory Platform)• Manage client inquiries and concerns with professionalism and efficiency, resolving issues promptly to maintain high satisfaction levels.• Prepare and process client documentation, including account forms, statements and reports ensuring completeness and accuracy.• Schedule and coordinate client meetings, ensuring advisor is well-prepared with necessary materials and information.• Maintain accurate client records, meticulously documenting interactions and preferences.•

• Managed all areas of accounting, including accounts payable and receivable, general ledger management, banking reconciliations and generating monthly balance sheet statements.• Generated financial forecasts/budgets; provided corrective action recommendations to management, where necessary.• Provided Tax Strategy recommendations.• Filing of quarterly and yearly Tax Returns and Registrations and Permits.• Maintained compliance with company standards and legal requirements.• Supervised a team of three Billing/Payable Specialists, including objective setting, performance management, coaching/development and training.• Onboarding of new employees and commercial drivers.• Conducted Employee Background Checks & Drug Testing.• Ordered office supplies, equipment, and other materials as needed to ensure the office runs smoothly.

• Scheduling audio team members using “Planning Center Online" (Events Management & Organization Platform).• Oversee orientation, on-boarding, technical training and mentorship for new team members.• Set up and break down all audio equipment at each event including sound board, speakers, microphones, personal monitors and ear buds.• Perform various setups, tear downs and mixing for worship services, conferences, weddings, theatrical performances.• Perform quality sound checks.• Work closely with musicians to improve band's live performances and sound quality to the achieve desired outcome.• Check all technical equipment to make sure they are functioning properly and perform troubleshooting protocol to alleviate issues.

• Processed and quality checked client invoicing.• Maintained integrity of general ledger, including the chart of accounts.• Reviewed accounts on a weekly basis to assess aging and pursue collection of funds. (Reduced monthly average aging by 50%)• Developed and maintained positive relationships with clients.• Processed check-run and daily bank deposits.• Assisted Accounting Manager with tax filings and registrations.

• Received Direct Business Mentorship and Coaching.• Experience with Team Development, Training & Onboarding New Recruits.• Sales, Marketing & Product Awareness Events.• Managed Customer Relationships.• Engaged in numerous Personal Growth & Leadership Training Events/Conferences.• Networked with professionals and experts in the field.• Experience with Public Speaking & Presentations.• Supported our leaders in organizing weekly Info Sessions, Training Workshops & quarterly Regional Team Meetings.