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.

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.

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.

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.

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.

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.

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.

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.

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.

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.