Meaghan Montgomery Email & Phone Number

Boston, Ma, Us

Zurich, Ch

Boston, Massachusetts, Us

• Scheduled meetings for the ESG/Stewardship Team• Attended meetings and calls to take and track meeting minutes• Ran reports for client requests• Managed team emails for tracking client requests • Instructed votes for proposals ahead of Annual and/or Special Meetings• Provided the team with details of any updates to voting policy recommendations• Liaised between teams to have SOX reports and Board reports completed

Boston, Massachusetts, Us

• Trained new Client Service Associates and Administrative Assistants• Submitted proposal, asset allocation and other requests to performance• Managed cash management and client account rules• Submitted trade requests for our strategies using our system and custodian sites• Invested based a client’s current asset allocation• Reconciled CRM and CRV to insure they correctly reflected client’s investments and cash values• Opened client account (IRA, Individual, Trusts)• Joined client review calls with the Relationship Manager• Attended monthly Investment Reporting meetings• Completed ad-hoc requests for clients (payments, transfers, letters)

Boston, Massachusetts, Us

• Scheduled client calls and meetings for Relationship Managers• Manage Relationship Managers’ Outlook calendars with meetings, calls, travel, PTO• Coordinate with travel agent to book hotels• Order lunches for team and client meetings• Ran reports for company meetings and client reviews• Quarterly marketing production for external sales team• Completed marketing requests for meetings and events• Gathered and mailed new client paperwork for account openings• Printed, mailed and uploaded client appraisals at the beginning of every month• Trouble shot and responded to client emails in regards to SunGard issues• Maintained different client distribution lists of GW&K material• In charge of contracts and fee addendums (creating, uploading, returning)• Entered referrals and managed client records in CRM• Covered reception phone on a rotating basis • Took charge of planning after hour team events

New York, Ny, Us

• Completed administrative tasks such as: phone calls to and from clients, daily reports, mailing services, tax checks• Managed and submitted expenses in Concur for two Relationship Managers and our Regional Trust Head• Organized and created folders for each account held by our office, roughly 500 accounts• Submitted monthly CID renewals for our accounts to be reviewed by AML/Compliance• Deposit checks we received from clients and companies • In charge of account openings and closings• Handled any necessary account maintenance; Interested Party Forms, Authorized Person Forms, IRA forms, online access• Requested wires, transfers, checks, and trade instructions through Pivotal CRM• Prepared presentations using CRS (Client Reporting System)• Ran a variety of different reports for accounts• Updated cost basis for date of death or because of incorrect tax cost• Calculated account rebalancing to align with investment portfolio guidelines• Executed and processed companywide projects and investments; Investment Strategy Policy repapering and Co-Investment opportunities• Participated in the testing of new systems and functions; Authorized Persons enhancements (TAR project)

New York, Ny, Us

Provided support to multiple recruitersHandled daily inquiries from candidates, managers, and agenciesInteracted with the candidates when they visit our office – explained updates, walked them to interview rooms Contacted managers, candidates, and agencies to coordinate availability to schedule interviewsUpdated our system, PeopleSoft, to reflect the stages of the interview cycleDrafted offer letters and prepared offer packets to be sent out to the potential employeesInitiated background check process; liaised with HR Operations and candidates to expedite the processOnboarded candidates; hired candidates in our system, sent new hire information to appropriate individualsAccommodated manager’s requests; rescheduling, changes in interviewees, location updatesParticipated in testing our background providers systems, CARCO, for more involvement in our onboarding process Responsible for hiring temporary and consultant workers in our systems and sending the request to HR Operations

Boston, Massachusetts, Us

Screened qualified candidates to satisfy our client’s needsConducted pre-screen interviews for candidates without a scheduled interviewRecorded accurate data gathered from candidates in our systemMaintained the calendar for our company of 50 plus employeesSourced resumes online for specific job opportunities and different teamsScheduled interviews for seven different teams ranging from two to four membersFielded incoming calls from candidates and clientsRan end of the day reports and numbers for our recruiting teamCompleted, on average, a 100 outbound calls a dayGreeted anyone coming into out office for interviews and job opportunitiesAssisted candidates with company policies and completing the proper paperwork

Greeted and took care of guest’s needsDelivered guest’s requests in a friendly and efficient mannerManaged kitchen staff to insure food orders were delivered together in a timely manner

Newton, Massachusetts, Us

Participated in the creation of weekly curriculumSupervised children to maintain their safety at all timesCollaborated with K-Prep teachers to ensure optimal learning and development for the children

Green Bay, Wi, Us

Imported data for new employees into the system: iRecruitment, Excel and Outlook Updated prospective employees’ online profiles with their current application statusCommunicated with potential employees to set up phone screens with the recruitersCoordinated phone interviews working with recruiters and potential employees’ schedules Managed confidential information: drug test results and background screensInformed recruiters and hiring managers of any problems with drug tests and/or background screensScanned and uploaded past interview notes into the computer for the records

De Pere, Wi, Us

Watched over computer lab and library to keep orderAnswered phone to help with questions and problemsGathered information about any problem and imputed it into the system: Footprints

Responsible for the finances of our groupManaged all group accountsLeadership ability to take charge during meetingsHandled all paperwork for the group making sure everything was completed correctlyFielded all questions from other vice presidents to report to the presidentResponsible for communicating with National Headquarters

Coached basic to intermediate skating skills for children or young adultsInteracted with children and parentsSupervised and taught apprenticesDeveloped responsibility and time management skills

Entrusted to watch over the safety of childrenInstructed participants from a variety of diverse backgrounds and cultures how to swim

Graduate Certificate In Business Fundamentals

Bachelor Of Arts Degree, Communication And History

Finance, General