Laura Kiesel, Ctfa Email & Phone Number

Springfield, Missouri Area

Springfield, MO

Serve as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management. Responsible for facilitating all aspects of relationship management for the client team, including.

Springfield, MO

• Offered administrative support to Trust Officer in meeting the clients’ needs and expectations.
• Processed transactions; researched & collected information; prepared reports; opened & closed accounts; audited accounts; and assisted with client contact.

Springfield, MO

• Utilized job cost accounting in processing accounts receivable, billing and accounts payable.
• Coordinated and reviewed preparation of job estimates for client approval.
• Prepared and analyzed monthly and year-end financials to the budgets and forecast.
• Gathered, analyzed and communicated various financial reports to aid in future job budgeting.

Springfield, MO

• Proved multi-tasking abilities by scheduling and supervising a support staff from entry level to supervisors for a property management company. Prioritized and delegated tasks, provided motivation and direction to.
• Demonstrated knowledge of and accountability for payroll, employee benefits, profit and loss statements, bank reconciliation’s, accounts payable, accounts receivable and purchasing.
• Entrusted with cash management on a daily basis with an income of $15 million per year.
• Implemented the use of computer software to several tasks as opposed to manual operation, which dramatically improved the efficiency of the office.

Bachelor Of Business Administration (Bba)

Associate’S Degree, General Business