Max Vo Email & Phone Number

Waltham, MA, US

Wakefield, MA, US

• Perform daily monitoring and account level reconciliation identifying and resolving discrepancies accurately and efficiently to meet sponsor expectations and keeping accounts in line for tax purposes
• Works with sponsors and financial consultants by support in processing of new account opening, account maintenance, terminations, funding, as well as indexing and archiving documents
• Hold a high level understanding of the team's processes, sponsor relationships, and systems to better support sponsors in a timely manner
• Assists in testing of new system functionality and currently implementing a new function using python to help automate a manual reconciliation process

Lincoln, MA, US

• Manage day-to-day client relationships and processing requests for assigned clients, interfaces with client as primary administrative contact
• Maintain client information according to department standards to guarantee both internal and external databases reflect the most current and up to date information
• Invest, process, and reconcile daily assets on particular accounts
• Audit lists of trade accounts on a regular basis to ensure all accounts are balanced properly, and identify and resolve all discrepancies prior to having an adverse impact on a client’s account
• Implement new systems and procedures to help improve the efficiency of daily tasks

• Update, maintain, and organize documents and customer information to maintain compliance and safeguard personal information
• Assists customers with filing taxes and small businesses with payroll services via Quickbooks
• Tracks payments of vendors and customer to ensure proper bookkeeping procedures

Boston, MA, US

• Brought onto the Seaport location to help recover the branch from a two year failure to meet operations/compliance standards, and reach growth/sales opportunity of the area
• Reviewed key performance indicators and assessed daily activities to discuss with team members for the purpose of helping reach an understanding of where areas of opportunities lie, and develop a game plan to develop.
• Within one year, passed annual audit with highest grade, reached top 30% of sales growth and top 10% in providing customer satisfaction within peer group
• Helped facilitate a branch relocation, ensuring all systems were working properly
• Built company branding by networking with the community and attending local events while helping team members build personal branding to help build reputation

Boston, MA, US

• Ensures procedural requirements and processes are known and utilized by every team member to guarantee operational integrity and risk management, leading to an improvement in the branch’s operation score
• Oversees the staffing, coaching, and performance management of all team members to meet sales goals and establish strong customer service skills
• Streamlined procedures to improve customer experience and time efficiency leading to a 48% increase in customer satisfaction
• Implemented a general ledger to monitor and track monetary discrepancies for all tellers and cash vaults, resulting in taking any necessary action to prevent further discrepancies
• Knowledge of trusts, accounts, credit, and lending required to guide customers
• Managed the facilities of branch location to follow company guidelines and ensured all repair/maintenance requests were accounted for

Boston, MA, US

• Participated in monetary transactions (deposits, withdrawals, use of monetary instruments, etc.) to meet customer requests
• Maintained and balance a cash drawer to ensure accuracy in processing cash transactions
• Promoted bank products and services to not only help reach location goals but also to reach and exceed personal goals
• Developed strong customer relationships to understand what products could be needed or used for the purpose of providing help instead of reaching goals.