Martin Link Email & Phone Number

Seattle, Wa

Assisted in portfolio management and investment strategy by utilizing data to produce financial reports in preparation for client meetings. These reports include but not limited to, Capital Gain/Loss, Dividend and Interest, Percent of Total, Internal Rate of Return, Portfolio Snapshot, Performance Comparison, and Morningstar reports. Assisted in creating responsive plans for clients with options for customization and future optimization.Assisted to revitalize clients' financial plans with forward-thinking approaches based on desired risk levels and expected market conditions.Execute trades on the behalf of the financial planner and assist in determining timing of trades.Forms processing, account opening/changes, answer daily client questions (re: balances), cashiering, check requests.Identified compatible investment opportunities through in-depth investigation and comparison.Offered comprehensive financial support, including working closely with professionals such as attorneys, accountants and banks to provide critical financial information as needed for mutual clients.Prepared detailed and summary financial reports for internal and external use covering specific subject areas.Quarterly reporting, downloads, posting, trade settlement, and reconciliation.Research and assists in investment decisionsReviewed wide-ranging financial data and statements with a detail-oriented and knowledgeable approach.Served customers by going above-and-beyond to offer exceptional support for all needs.