- Correspond with applicants and internal brokers to gather missing documents/info for incomplete/incorrect applications - Run OFAC, MIS, Google Searches, and SmartSearch background checks on applicants applying for a Cobra Trading account following KYC (know your client) procedures- Resolve discrepancies or concerns within prospect client applications by applying enhanced due diligence, gathering addition documents from the applicant, or escalating the application to management- Create, manage, and audit client account profiles in Redtail CRM- Process account closures- Assist in managing & maintaining High Risk accounts- Perform monthly Penny Stock and money movement report on High Risk accounts- Upload & manage vender, affiliate, and other 3rd party contracts within Venminder- Manage expense compliance reporting within ComplySci (Client gifts audit)- Carry out acceptance testing for IT automation implementations- Develop business processes for ongoing automation initiatives- Process Checks and Transfer on Deaths to Wedbush Clearing Firm- Onboard new employees including B.I.G background checks, schedule fingerprinting, and providing pre-employment packets and contracts- Manage employee insurance benefits- Coordinate office logistics involving supplies, deliveries, and marketing efforts

- Run OFAC, MIS, Google Searches, and SmartSearch background checks on prospective clients- Create, manage, and audit client account profiles in Redtail CRM- Manage expense compliance reporting within ComplySci (Client gifts audit)- Perform monthly Penny Stock and money movement report on High Risk accounts- Execute all digital and paper account closures- Process Checks and Transfer on Deaths to Wedbush clearing firm- Manage employee insurance benefits- Coordinate office logistics involving supplies, deliveries, and marketing efforts- Onboard new employees including B.I.G background checks, schedule fingerprinting, and providing pre-employment packets and contracts- Upload & manage vender, affiliate, and other 3rd party contracts within Venminder- Assist in managing & maintaining High Risk accounts- Billing Accounts Payable / Credit Card Reconciliation- Audit clients against FinCen reports for FINRA compliance- Process Original client account applications to Wedbush clearing firm

- Assist members by phone with questions dealing directly with Employer Reporting.- Prepare members' accounts for correction or adjustment of membership service credit, and/or generation of a refund payback cost schedule, and/or credit adjustment.- Review and approve/decline member requests for hardship retirement withdrawals

- Calculates, balances, and reconciles employee and employer contributions and undistributed contributions for all plans administered by the Public Employees' Retirement System.- Create, edit, and monitor member account Enrollment and Demographic (E&D) cases/data- Compile member account folders for refunds using knowledge of case processing, PERS electronic historical data archive, and member account details- Process member Certification of Termination and Unused Leave - Process Balance Letters and Verifications- Assists employers and members by phone with questions dealing directly with Employer Reporting.

-Created event boards and arranged decorations for bereavement events-Called hospice patients or family contact to ask if they needed any medical supplies-Visited and delivered letters, flowers, and gifts to hospice patients in nursing homes-Participated in assisted living/nursing home seasonal events (Caroling with Compassus) -Aided the Bereavement Coordinator with administrative duties such as mail outs, bereavement calls, and compiling patient/care giver information for order and convenience

- Provided excellent professional and friendly customer service - Managed and update patient health records using athenahealth software- Processed insurance and collected co-pays- Scheduled patient appointments- Created bar codes and faxed in health documents to athenahealth- Maintained the front desk and reception areas

- Processed customer transactions with a balanced or reconciled drawer- Communicated existing and new account services with customers and managers- Assisted customers in meeting financial goals- Utilized CRM software systems- Participated in monthly auditing (official checks and money orders)- Assisted in balancing and restocking ATM and cash dispensing machines- Created documents and walkthroughs to help reduce time in performing & training in banking processes- Provide valuable in-person customer services as the industry moves to mobile and automated banking solutions

- Directed multiple phone lines utilizing effective communication skills- Trained new employees on procedures and store policies- Prioritized multitasking to reduce customer wait time- Educated customers on products and taught them how to use them- Maintained clean and orderly stock for quick and easy restocking- Delivered medicine/medical products to nursing homes and customers- Redesigned the process of recording physical copies of prescriptions for audits into an organized system that reduced auditing time and made finding scripts easy

- Consulted with clients to determine massage needs and medical conditions- Managed and maintained client's SOAP notes- Skillfully completed all treatments including massages, scrubs, and therapeutic stretches- Interacted with all clients professionally in and out of home sessions- Managed stock of oils and equipment- Recommended additional techniques and aids for clients to perform at home