Malinda Top Email & Phone Number

Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.

Greater Seattle Area

Greater Seattle Area

Coldstream is an independent, employee-owned wealth management firm providing unbiased financial advice to successful families. We provide sophisticated financial planning, customized portfolio management, and personalized client services to high net worth individuals and families. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. Coldstream was founded in 1996 and is based in Bellevue, Washington.

Plano, Texas, United States

-Assist with Onboarding Process for experienced advisors-Assist with Onboarding process for inexperienced candidates through Career Development Program; monitor and assist candidates during early stage of CDP program to ensure completion of curriculum and of exams/licenses-Review, editing, creating, and maintaining firm Powerpoint presentations, communication, and all recruiting & onboarding documents-Work directly with Managing Director; administrative tasks include processing expense reports, running weekly, monthly, and quarterly reports, assistance with leadership meetings, firm tracking scorecards, firm outbound communication, wholesaler/vendor communication, and event planning-Liaison and heavy supporter between Recruiting and Operations team; ensure proper flow, processing, communication, and efficiency between both departments-Ownership of creating the firm’s SharePoint site and maintaining content/data on a weekly basis-Responsible for monthly Marketing Day events; connecting advisors together for wholesaler learning sessions and team building activities

Dallas/Fort Worth Area

Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high-net-worth individuals set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.-Assisted and maintained office management tasks (ie: receipt and distribution of incoming/outgoing mail, supplies and lunch orders, office equipment maintenance, business services, general administrative items, clients and employee event planning, and correspondence with building management-Reviewing, editing, adding graphics, etc. to presentations, letters, and other various communications-Assisted with monthly, quarterly, and annual audits (maintaining accurate internal data of clients, financial consultants, vendors, and custodians)-Preparation and distribution of monthly and quarterly investment reports to clients via Beacon Pointe portal, email, or USPS-Input and updating of client information into various internal systems including CRM (Salesforce) and Advisor View-Ownership of Beacon Pointe bulk email correspondence-Administrative tasks as directed by partners of the firm; setting and coordinating of meeting requests and other business critical needs with financial consultants; ownership of expense reports for both partners and office via Certify

Dallas/Fort Worth Area

-Provide operations support to Financial Representatives and customers for Alternative Investments, Mutual Fund, and Insurance related business (ie: new accounts, transfers, re-registrations, change of broker/dealer, money movement transactions) -Demonstrate experience handling multiple calls, projects, problems, and tasks in a timely manner -Run CIP reports for new/existing clients as well as creating and distributing monthly CIP letters to end clients-Enter new business information for Alternative Investments, Mutual Fund, and Insurance on Salesforce blotter for recording keeping purposes -Act as liaison between clearing firms such as National Financial Services, Pershing, and sponsors/vendors -Prepare bi-monthly trade blotters for the Trading Department and sponsor -Create/maintain workflow and paperwork processing guides for Docupace, updating rep licensing information, and providing training on the program as needed -Assist with audits and reports upon request -Prepare and host monthly Ops Call for our Financial Representatives, which offers useful information and providing updates as/when needed -Enter in daily check deposits into RCD Scanner and drop off bank deposits when needed -Assist with Stock Certificate deposits and other cashiering/money movement related items -Medallion Signature Guarantee incoming/outgoing documents -Backup support for Documents Scanning individual and front desk

Dallas/Fort Worth Area

-Provided operations support to Financial Representatives and customers for Alternative Investments related business (ie: new accounts, transfers, re-registrations, change of broker/dealer requests)-Ran CIP reports for new clients-Entered Alternative Investments purchases on Salesforce blotter for recording keeping purposes -Acted as liaison between clearing firms such as National Financial Services, Pershing, and sponsors -Prepared bi-monthly trade blotters for the Trading Department and sponsor -Created and maintained workflow and paperwork processing guides -Assisted with Alternative Investments audits and reports

Dallas/Fort Worth Area

-Responsible for uploading transaction requests into our imaging system called Docupace as well as creating workflows, updating rep information, and offering training on the program -Pick-up of daily incoming mail and distributed items to the appropriate departments -Drop-off of daily outgoing mail-Received incoming overnight packages and distributing to correct recipients in a timely manner

Dallas/Fort Worth Area

–Processing of new accounts and transfers for clients–Provided operations support to Financial Representatives –Acted as a liaison between National Financial Services and Pershing

Dallas/Fort Worth Area

–Mandated multi-phone line for the front office–Received of incoming mail and overnight packages as well as distributing to appropriate recipients–Responsible for office supplies inventory and ordering–Worked on small projects for other departments as needed

San Diego, Ca

Spring, Tx

Bachelor Of Science (B.S.) In Business Administration, Business Administration And Management, General

Finance

Business

Business