Lori Vacaro, Fpqp™️ Email & Phone Number

Woburn, Massachusetts, United States

• Support wealth management teams with the execution of back office processing for service and operations, business processes and workflows, operations reporting and custodian interaction.
• Client facing service and support for three wealth management teams
• Concierge on-boarding for new client relationships
• Money movement, including check deposits and client distributions
• Processing account forms, client correspondence and mailings
• Assist Director of Operations with RMD process and reconciliation,

Waltham, MA

• Planning and project management of financial education workshops and communications for top-tier institutional and wealth clients.
• Manage high volume of projects and events for internal business areas and external clients; tracking progress throughout, ensuring timelines are met, reporting results and metrics.
• Maintain strong client relationships while supporting their financial education needs.
• Planning of on-site financial education workshops and webinars, including logistics, promotion, collateral, and facilitator needs.
• Tracking and reporting the end to end process defining all key roles and responsibilities for team, timing, processes, quality assurance and measurement.
• Create promotional materials for client use in advertisement of workshops, plan changes, as well as enrollment and new hire communications.

Waltham, MA

• Partnered with financial Advisors, Directors, clients and other business areas in the Wealth Management Group and Institutional/Individual Business Areas both in the office and remotely.
• Prepared weekly sales and activity metric reports for Wealth Management Directors; maintain advisor’s sales pipeline and books of business.
• Utilized workflow and database systems to track participant transactions and perform account research.
• Maintained registered Representatives’ files and marketing materials according to compliance and acted as liaison to the Regional Operations Manager.
• Worked with the overall administrative staff to manage general office supplies, facility requests and shipping needs.
• Notary Public, notarized financial documents for high net worth clients and other TIAA business according to compliance regulations.

Boston, MA And Charlotte, NC

• Handled incoming client calls to discuss account inquiries and transaction based requests.
• Answered high volume of incoming calls for the Automated Telephone Service Unit.
• Researched and discussed accounts with clients.
• Documented and initiated internal transfers of funds, helped participants adjust their asset allocation.
• Calculated and initiated retirement loans for clients.