(Remote Position) | 2022-CurrentLead Client Service Specialist, now current role is office manager for primary wealth advisor, director of operations, associate financial advisor, and paraplanner.Responsible for meeting preparation, post meeting notes, and assignment of tasks.CRM input, data maintenance and management, and contact linking.Client on boarding, client website registration and assistance, and REG BI Disclosure coordination.New account set up, change of beneficiaries, change of ownerships and Powers of Attorney preparation.Financial planning agreement establishments.Meeting preparation, post meeting note documentation, and assignment of basic tasks to multiple departments.Coordinating hand off of tasks to multiple departments including trading and money movement.Experience continued... 931-652-8387lkerr0326@gmail.com Tampa, FL 33626 Responsible for client inquiries and requests allowed by compliance for non-registered personnel. Custom Advisory Relationship Agreement set ups and changes.Managed account fee changes.Add Banks and linking renewals.Preparation of meeting summary letters. Client profile maintenance.Service frequency changes as requested. Basic MorningStar reporting.Box organization and filing.Case follow up and coordination.Certified Mail HandlerCoordinates statement and tax statement requests. Mangement of special projects as assigned.Leader in team meetings.Training new employees as well as overseeing, sending tasks to fellow employees.

Calendaring and routing.Answering incoming calls related to service and repairs. Data input includes customer information, contact updates, and details related to reason for service requests.On-site times are entered into the computer as well as the end time and invoice number that the technician used.Responsible for dispatching of technicians.Distinguish priorities of incoming calls and assign to technicians based on priority and customer requested time frames.Coordinates with technicians after every service call and creates another service call if a return trip is required for either parts or follow-up service.Manages and follows up on parts on order.Supply inventory checks and places orders as needed. Updates parts inventory daily as parts come availability. Responsible for notifying customers of status on part orders.Responsible for Follow up and quality control.Prepares new and renewed customer scheduled maintenance agreements.Processes credit card payments.Assists the office manager and operations manager in any other daily office duties.Coordinates the stocking of trucks of needed equipment and parts.Creates of new construction packets.File management.Invoice recording.Mailing handling.

Executive Administrative AssistantAmeriprise Financial Services, Tampa, FL | 2020-2020 (During COVID)Calendaring and meeting reminders.Reception responsibilities included answering coming calls, checking voice mails, and dispatching calls to appropriate team members.Meeting preparation.Creating marketing materials.CRM data entry.Service model management.Setting up new clients.Client reassignments.Basic account maintenance.Certified mail handler.Provided administrative support as needed to Private Wealth Advisor, Associate Financial Advisor and Director of Operations.

Administrative Assistant & Receptionist Electrolux, Fayetteville, TN | 2007-2010Calendaring and routing.Received and answered incoming calls.Maintained database lists of in stock inventory. Provided organization to filing system and supplies. Recorded incoming deposits and receipts. Inventory management.Sales coordinator.Cleaning customer areas.