Mandy Hall Email & Phone Number

Cincinnati, Oh, Us

Edgewood, Kentucky, Us

In my current role, I focus on streamlining operations to support financial advisors in client acquisition and relationship management. I ensure strict adherence to firm guidelines while providing comprehensive business processing support. Thriving in a high-volume environment, I handle a range of tasks from meeting preparation to compliance documentation related to insurance and annuities. My proficiency with Word, Excel, Outlook, and Salesforce enables me to maintain confidentiality, manage professional email correspondence, and assist with diverse client tasks effectively.I serve as the primary point of contact for client communication, addressing inquiries promptly and facilitating smooth onboarding processes while ensuring compliance and timely completion of necessary paperwork. My efforts contribute to client service efficiency by supporting colleagues, greeting clients, and managing phone inquiries. I also expedite insurance and annuity applications, significantly reducing processing times and accelerating policy activation. By strictly adhering to firm guidelines and optimizing business processes, I enhance client satisfaction and retention.Managing CRM systems is another key aspect of my role, ensuring data accuracy and supporting informed decision-making. I oversee the Status Manager to ensure appropriate staff receive NIGO (Not In Good Order) information and handle refund transfer fees or other client fee requests approved by advisors. Leading the client specialist team, I promote growth and provide guidance, while also managing client-facing activities for estate signings and processing, as well as handling various back-office services as requested. My commitment to professionalism, positive collaboration, and continuous learning fuels my success in this proactive and supportive role within the financial advisory team.

Edgewood, Kentucky, Us

• Streamlined operations in a financial planning office to empower advisors in client acquisition and relationship building.• Ensured adherence to firm guidelines, providing business processing support.• Excelled in tasks from meeting preparation to compliance documentation, utilizing Word, Excel, Outlook, and SalesForce.

Fort Wright, Kentucky, Us

Experienced professional adept at handling confidential matters for seamless company operations. Prioritize CEO's preferences, manage inquiries efficiently, and ensure successful task completion. Meticulous calendar management, relationship maintenance, and preparation of internal/external correspondence. Proficient in contact management, presentation creation, and social media execution. Responsive beyond standard hours, aligned with CEO's culture, values, and goals. Skilled in Zoho CRM, invoice audits, sales agreements, and accounts payable. Collaborate seamlessly with admin team for company and culture events.

Covington, Ky, Us

Contributed to investment and planning operations, managing routine service requests and quarterly processes for client accounts. Orchestrated account opening paperwork, tracked contributions/deposits/distributions, and prepared client communications. Maintained organized client files, ensuring compliance with firm standards. Handled account maintenance tasks and liaised with custodians and insurers. Managed compliance recordkeeping, advertising approvals, and compiled mailed client account summaries. Supported the Investment Guidance process and assisted with draft investment review reports. Generated client reports upon request and upheld confidentiality of financial and personal information. Provided receptionist support when needed and offered limited assistance to advisers in community responsibilities.

Cincinnati, Oh, Us

Support Portfolio Managers/Principals, COO, and Associates in daily tasks, delivering exceptional customer service by exceeding client expectations. Proficient in preparing and explaining account paperwork for account setup and maintenance. Execute administrative duties, serve as a liaison between advisor and clients, maintain updated client information, assist with scheduling, and manage calendars. Handle outgoing mail, CRM for clients, and ensure superior service during high-level client visits. Contribute to presentation and meeting material preparation, manage on-site events/luncheons, and perform standard office duties. Maintain office efficiency and uphold strict confidentiality with sensitive financial documents, client records, and personal information.

Offered comprehensive administrative support, including phone assistance. Aided in lease administration, maintaining current databases and abstracting leases. Organized and managed property files systematically, encompassing leases and contracts. Coordinated maintenance bid proposals and service contracts, promptly addressing tenant questions and complaints. Initiated contact with tenants for urgent matters and supervised maintenance staff, overseeing work orders. Managed maintenance staff tasks, processed hours and expenses, and participated in overseeing service contractors' performance.

Cincinnati, Oh, Us

Director of First Impressions - Ensured all client calls were answered, routed appropriately and on a timely basis. Scheduled client calls and meetings. Performed routine service and administrative functions, i.e. filing, mail flow, resource information, changed in office and/or operational procedures to save time, enhance efficiency and general coordination of clerical duties. Processed withdrawals, deposits and other routine administrative functions within CRM system. Assisted high-level clients when visiting the office. Maintained a high awareness and commitment to superior customer service with all members of management, associates, vendors and clients, while assisting with any informational requests.

Cincinnati, Ohio, Us

Performed highly confidential, administrative services for CEO and five senior level executives. Answered and screened incoming telephone calls, coordinated meetings and maintained daily schedule for CEO and Vice President of Operations. Coordinated travel, hotel, car rentals, itineraries, and other pertinent arrangements for CEO, Vice President, Sales, and all management staff. Completed technical spreadsheets, graphs, charts, and slideshows using Microsoft Word, Excel, PowerPoint, Publisher, and Adobe. Produced and maintained weekly/monthly Operation reports. Served as an office manager regarding operational and administrative procedures. Created drafts, prepared, reviewed correspondence and documents prepared for signature by the CEO for conformity with regulations, spelling, grammar, format, neatness, accuracy and special policies. Provided support for internal/external marketing using various tools and social media applications. Supported VP of Sales, started the RFP process, traveled to conference for set-up, manage, and breakdown booth. Managed office service providers, including IT support, internet, phones, document solutions, uniforms, mobile communication and all vendors. Scheduled and coordinated corporate outings and other events. Informed attendees/participants of function dates and times, reserved meeting space, provided audio/visual and other equipment/material. Assisted in branding and marketing campaign under the direction of the executives for internal and external campaigns. Provided personal support to CEO and family. Managed and scheduled complex calendar for household and children. Maintained purchases, returns, gifts, invitations, and expenses. Various other projects as requested.

Cincinnati, Ohio, Us

Provided ongoing support to the COO, Chief Clinical Director, State Directors and Associates. General duties included: Ordering office supplies, monitoring the office for orderliness, screening phone calls, preparing presentations for direct service trainings. Coordinating C-level calendar events, meetings, and travel arrangements. Compiled, organized information and taking minutes for meetings. Assisted visitors as a client services specialist by providing an exceptional experience when visiting the office. Directed all on-site and off-site events, meetings, luncheons, and company-wide events including set-up, catering, event marketing and cleanup.

Cincinnati, Oh, Us

Assistant to CEO, Vice Presidents, and Associates allowing them to become more productive by handling a wide variety of tasks. Mail distribution, ordered office and hospitality supplies, monitored the office for tidiness, screened all incoming phone calls, prepared corresponding emails, acted as liaison between clients, CEO and Vice Presidents. Coordinated professional and personal calendar events, meetings, and travel arrangements. Maintained client profiles, and master files for current and new clients.

Cincinnati, Oh, Us

Processed all listings including data and photo entries, including real estate magazine. Processed all sales and documentation in to required sites; updated statuses as needed in MLS. Worked with the Head Broker and staff to ensure data accuracy and compliance to prevent errors. Reviewed files for required documents; run various reports to assist with collection of required documents. Provide phone coverage and scheduled showings of properties for all agents. Assisted team with various activities and outings as requested. Greatest clients and made sure they were properly taken care while visiting Century 21.