Karla Navas Email and Phone Number

-Manage professional business relationships with clients and prospects via coordinating client marketing events year-round, resulting in an increasing 2.8 million in assets under management. -Design marketing and advertising material that is frequently used as tools of communication with financial & tax clients. -Create, edit & design all email distributions for the organization (both financial & tax) on a yearly basis.-Oversee the implementation of a recent merger; carry out all… Show more -Manage professional business relationships with clients and prospects via coordinating client marketing events year-round, resulting in an increasing 2.8 million in assets under management. -Design marketing and advertising material that is frequently used as tools of communication with financial & tax clients. -Create, edit & design all email distributions for the organization (both financial & tax) on a yearly basis.-Oversee the implementation of a recent merger; carry out all client onboarding, processing, communications and project completion under strict deadlines.-Delegate tasks to fellow team members, monitoring and assisting in client financial processing, insurance processing and administering taxes. -Daily implement, manage and complete complex and multi-faceted financial business processes for all financial clients (analyze investments, open accounts, process transactions, and execute all workflow items.) -Execute all full-time admin responsibilities; fielding phone calls, scheduling, documenting business processes, running reports, delivering quotes and taking payments. -Proficient in Tools, Salesforce, Outlook and Gmail, Excel, Word, Oneview, NetX360, RetireUp and Riskalyze, Google Docs. Show less

Studied job creation for poverty alleviation - Created the employee impact and retention plan integrated into the Expat Homes business plan, in order to create a healthy sustainable and desirable working environment for Thai employees. - Html coding, photo editing, writing, and social media advertising.- Practiced contextualizing evangelism and discipleship in the workplace.- Exceeded in international communication within the workplace, adapted to business… Show more Studied job creation for poverty alleviation - Created the employee impact and retention plan integrated into the Expat Homes business plan, in order to create a healthy sustainable and desirable working environment for Thai employees. - Html coding, photo editing, writing, and social media advertising.- Practiced contextualizing evangelism and discipleship in the workplace.- Exceeded in international communication within the workplace, adapted to business affairs in multiple languages and cultures. Show less