Matthew Mckinnon Email & Phone Number

Austin, Tx, Us

Austin, Texas, United States

Parsippany, New Jersey, Us

-Managed client relationships during the acquisition and transition from Journey Wealth Partners to Sax Wealth Advisors, ensuring a smooth process for all clients.-Supported Lead Financial Advisors by updating client financial plans with the most up-to-date information ahead of meetings.-Responsible for gathering, organizing, and integrating various financial data points to ensure accurate and comprehensive client plans, contributing to successful client advisory sessions.-Acted as a key liaison between clients and advisors, maintaining open communication to ensure that client needs were met and addressing any concerns during the transition.-Collaborated with team members to enhance the overall client experience, providing consistent updates and ensuring all clients received personalized attention and guidance.

• Nurture and strengthen client relationships to drive satisfaction and loyalty• Streamline processes and enhance operational efficiency• Provide personalized support and proactively resolve client issues• Stay updated on industry trends and apply strategic solutions to meet client goals• Foster a client-centric culture and maintain strong partnerships• Drive service excellence and exceed client expectations• Utilize applications such as: Orion, Redtail, Net Documents, Quicbooks, Holistaplan, Adobe, MoneyGuide Pro, VRGL, Morningstar, Docusign, Calendly, and Microsoft Office Suite

• Providing cheerful and attentive service to our clients• Keeping management systems updated with client information• Educating clients on our account services and capabilities• Assisting in the preparation of reports and materials for client meetings• Delivering excellent clerical and administrative work products to the team• Compiling client expense summaries from bank and credit card transactions• Managing document inventory and ensuring proper document management (profiling, naming, permissions)• Assisting in meeting preparation and follow-up• Maintaining and updating workflow processes• Preparing trade ticket documentation• Tracking client money movement from request to deposit or distribution• Ensuring quality assurance on trade execution• Researching and addressing inquiries and issues from high-net-worth clients, escalating as necessary• Assisting with phone calls, scheduling appointments, and coordinating mailings/gifts for clients• Creating and maintaining client workflow status and files in CRM and other systems• Assisting with completion and transmission of transaction documents, including review, compliance, and accuracy checks, file management, and communication with relevant parties.

Portsmouth, New Hampshire, Us

• Constructed daily reports for portfolio managers that calculated leverages and equities in hedge funds • Collaborated with various brokers and custodians to process daily trades into clients’ accounts and to ensure process efficiency• Reconciled and/or invested excess cash for individual and institutional clients’ portfolios • Kept hedge funds portfolios current using Kynex in order to facilitate investment decisions• Updated fund and bond prices daily to keep Portfolio Center accounts reflective of the most accurate prices• Conferred with portfolio managers to match and adjust hedge funds per financial model weighting and allocation

Quincy, Il, Us

• Processed swap trades daily for clients using complex macros and other processing system unique to State Street• Worked with senior analysts to custom design macros in order to process trades in a more efficient manor with reduced margin for error; fixed macros to resolve $1,000,000 in errors for smooth trade execution• Processed and valued complex securities such as Total Return Swaps and various types of Credit Default swaps• Calculated interest accrued on trades and updated monthly due to changes in LIBOR rates with different spreads• Analyzed all trades processed from clients to ensure wire amounts received matched the system’s records