•Oversee the administrative staff – delegating tasks, projects and monitoring status throughout•Administered performance reviews for Staff, assisted in setting goals and peer to peer accountability•Aid in the managing, organization & scheduling of periodic reviews, appointments, preparation & authorizations•Connect with clients in person or via phone/email, providing exemplary customer service and follow up•Analyze and create administrative strategies for complex situations individualized to each client needs •Establish and organize client files, paperwork and records (improved existing file system to allow for more efficiency and administered the processing to electronic records and CRM implementation)•Run Financial Analysis Software for client accounts and general portfolios •Initiate and monitor the progression of incoming/ outgoing transfers, and ACH instructions•Place and monitor trades on the request and instruction of the financial advisor•Create, update & regulate distribution of monthly newsletters, client correspondence, cards, social media and website•Ensure all social media platforms, correspondence, presentations & actions, are compliant with all Federal, State, Broker Dealer, FINRA & SEC regulations •Provide Notarial Services for clients

Reconciled daily transactionsBalanced General Ledger EntriesPrepared Monthly Financial Statements

•Provided excellent customer service in quickly making quality products •Multitasked in fast-paced and stressful environment while maintaining organized and clean work environment•Maintained an organized and clean work environment•Handled day to day operations: reconcile cash, tills and reports•Assisted in expanding product line and changing menu, assessing inventory and ordering products