Lori Morris Email & Phone Number

Bothell, Wa, Us

Snohomish County, Washington, United States

Bellevue, Wa

•Delivered a seamless and integrated client experience, while maintaining client relationship.•Client quarterly meetings prep: Schedule/confirm meeting, net-worth spreadsheet, agenda, PMT, & other data.•Enter data into contact manager, create the meeting agenda and follow-up summary of meetings.•Prepare/ensure new business paperwork.•Track new insurance applications and coordinate rollovers.•Working knowledge of Thomson Reuters Platform – daily trading, annuity net (execution and follow-up).•Identify and analyze possible solutions to client inquiries while displaying professionalism and friendliness. •Experience articulating business needs to partners and the team to ensure data processes are optimized.•Schedule conferences, wholesalers as needed for advisor.•Track new business for all transactions, including the follow-up with Prospect-to-Client experience.•Event planning: Prepare/coordinate marketing events including location, and contacting prospect/client.•Creating marketing compliance documentation and managing event marketing reimbursement.•MOD (Client and Prospect) management and support.•Social Media: FaceBook and LinkedIn – Implementation and maintenance.•Deal positively and constructively with clients in stressful situations and are sensitive to their concerns and needs.•Impeccable attention to detail.•Maintaining presence in an environment of competing priorities. •Ability to understand and apply technology as it relates to the business.•Worked well in a team-oriented environment with a growing firm going through a Practice Makeover.•Can multi-task on a variety of client interactions and projects. •Advanced interpersonal skills to interact with others in order to reach all organizational objectives in a timely manner. •Am a very enthusiastic individual with a positive attitude, and strong work ethic.•Works very effectively on my own, and has successfully worked part of my time remotely with great efficiency.

•More than 12 years experience in the financial services industry.•Highly motivated and exceptional team player; able to work well under pressure.•Strong attention to organization, detail, and effective use of time.•Highly organized with strong administration skills and able to meet all required deadlines.•Polished, confident professional with extreme multi-tasking ability, able to anticipate issues before problems can arise.•Proven ability to manage and control critical issues and implement solutions.•Highly effective written and verbal communicator with superb interpersonal, supervisory skills.•Exceptional team player and easy to work with and have strong follow-up skills.•Very creative at implementing change for the current environment.•Proficient knowledge of Microsoft Office (Word, Excel, Power Point, Publisher).•Well-developed self-management, social, and communication skills to deal positively and constructively with clients and other employees in stressful situations.•Works in a team-oriented environment delivering a seamless and integrated client experience•Assistant to the President/Owner of the Firm •Provide fundamental support in all phases of client service, client relationship building and account maintenance to assist the business.•Provide high quality, high touch service to Private Wealth Management clients.•Scheduling prospect and client meetings and maintaining calendar and emails. •Prioritize and create daily tasks/activities and coordinate the workload for both the president and myself.•Prepare for client quarterly meetings, i.e. review client file records for ongoing issues, and prepare client’s net worth statement.•Create proposals, process and maintain new business and set up new client procedures according to compliance requirements.

Accounting, Business

Education record

Education record

Education record