Kathleen Proft Email & Phone Number

Portsmouth, New Hampshire, United States

Responsible for overseeing transfer agent operations related to servicing U.S.-based mutual fund clients and overseeing operational relationships with U.S.-based intermediaries through which the funds are distributed.Support internal vendor managers in tracking vendor due diligence, and assist with collecting and reporting management information (MI).

Portsmouth, New Hampshire, United States

Leading and managing the client service operations team in supporting the operational needs of the internal client advisory teams – including the implementation of client decisions by completing custodial paperwork; monitoring and triaging custodial alerts; daily and monthly data retrieval; and gathering, logging, and/or inputting of various data sets for.

Portsmouth, NH

Preparing, reviewing, and executing custodial, investment, and client-related documents.Primary processor for client asset movements.Coordinating capital calls for private equity investments. Confirming distributions from theseinvestments.Preparing client checks for bank deposit.Producing client financial management reporting.Open and close accounts as.

Portsmouth, NH

Perform salesperson tasks: filling out paperwork, room measurements, taking pictures, creating brochures, blast emails, showings and open housesInput data into the Multiple Listing Service (MLS) and other relevant listing servicesHelping people buy and sell real estate

Greenland, NH

Work alongside lead designer/owner Linda Cloutier designing custom kitchens and baths for residential clientsTransform floorplans to 3D renderings using the 2020 Design software Administer incoming calls, ordering office supplies, coordinating meetings, assisting with deliveries, taking on-site measurements

Stamford, CT

International and domestic equities trade support/resolve trade discrepancies with traders, custodians and prime brokersMonthly/Quarterly performance processing within EagleCreate reports using Eagle performance data output and distribute to executivesProcess corporate actions within Eagle Execute client cash requests, monitor cash flow notifications and.

Stamford, CT

Monthly custodial reconciliationsMonitoring cash flow notificationsOpening and closing accounts in Eagle, Eze OMSMonthly and quarterly reports to clientsMaintain proficient office operationsProfessionally administer all incoming callsMaintain and print Bloomberg charts for portfolio managers

Portsmouth, NH

Designed property brochures and monthly full page color newspaper ad using Adobe PhotoshopMaintained company accounts using QuickBooks: making deposits into escrow and regular accounts, reconciling, printing checksPerformed salesperson tasks: filling out paperwork, room measurements, taking pictures, creating brochures, blast emails, showings and open.

B.A., Economics

Education record