Lavon Davis Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

• Prepares correspondence, memorandum and reports. Screens telephone calls, receives and directs visitors, resolves routine and some complex inquiries. Coordinate department lunches. Compose and format correspondence.
• Strong verbal, written, analytical, organizational and interpersonal skills. Experience working with all levels of management. Experience working independently and exercising confidentiality and sound judgment in.
• Distributes incoming mail; prepares packages for shipping. Organizes and maintains file system. Orders and maintains supplies; arranges for equipment and facilities maintenance when necessary.
• Maintains calendar of appointments, meetings and travel itineraries; coordinates related arrangements. Creates expense reports and reconciles department purchasing cards. Communicate and work with all levels of an.
• Responsible for understanding and complying with applicable quality, environmental, and safety regulatory considerations. Ad-hoc projects as assigned.

Charlotte, North Carolina Area

• Ensures accurate record-keeping in order to keep the firm compliant Remain current on internal work processes, procedures, and product knowledge
• Processes - Understanding of financial/brokerage/trading services industry or equivalent operations processing knowledge, assists in a variety of operations functions following pre-established procedures, Cashiering –.
• Efficiently complete daily responsibilities ensuring clients information is updated and correct.
• Field and respond to client’s inquiries and issues via phone calls, emails, and faxes with minimal supervision and with the highest level of customer service and integrity
• Prioritize multiple functions based on clients and firm’s needs, follow instructions and guidelines to perform responsibilities to industry standards, receive, sort, and file correspondence as required, fulfilling.

Fort Mill, SC

• Responsible for, but not limited to, Monthly statement production, daily weekly and monthly letter production
• Daily Trade confirmation production with QA
• Assists in letter development, production, and Quality Control
• Assists in development and systems testing
• Provide top quality service for advisors
• Assist in the management of daily file transfers and reconciliation process

Fort Mill, South Carolina

• Assisting with opening, closing and maintaining new accounts for Brokerage, Outside Investments, House Account, Foreign Accounts, etc.
• Assessment and reporting of processing quality and accuracy of assigned processes.
• Documenting quality issues, performance measures and quality improvements for management review as required.
• Providing information to qualified persons to assist in providing feedback to internal and external business partners.
• Detailed oriented with excellent verbal and written skills.

Charlotte, North Carolina Area

• Responsible for a combination of project management and front/back end technology role, worked with existing retirement plan clients when they are making an update to their 401k or 403b payroll files or creating new.
• Customer Service - Provided high-level customer service while working directly with our clients and their payroll providers for various reasons (division adds, payroll provider changes, test file review, etc.)
• Managed, organized and lead conference call meetings with multiple attendees, worked effectively and independently with internal and external clients, inbound and outbound calling,
• Processes - Read payroll file layouts and performed custom functionality, handled 40 or more individual client projects at one time in timely matter using Lotus and Fusion email systems or using WySuite Product.

Charlotte, North Carolina Area

• Senior Operations Associate Wells Fargo Retirement Services
• SME (Subject Matter Expert)/Trainer
• Managed and trained 13 new associates internally and externally (India and Philippines) via telepresence or phone, created and prepared the units procedures, supported management in the payroll process and the use of.
• Customer Service - effectively and independently worked with internal and external customers, provided excellent customer Service with teammates and with external clients, researched and resolved a variety of.
• Processes - managed and processed large volumes of 401k/403b payroll files, contributions, loan repayments, loan payoffs via, wire transfers, ACH transfers.
• Checks debits and credits for over 1 million 401k participants, transferred funds between internal and external bank accounts using internal trust accounts and federal wires, G/L reporting, approved 100-150 outgoing.

Bachelor Of Business Administration - Bba, Human Resources Management/Personnel Administration, General

Activities and Societies: Sigma Alpha Pi

High School Diploma, Medical/Clinical Assistant

Math And Science