Melissa Nall Email & Phone Number

Texas, United States

Dallas-Fort Worth Metroplex

- Project Support: Assist in the planning and execution of strategic initiatives, including research, and preparation of presentation materials. Leads organization of townhall and large meeting content, including preparation of material, content, pre-work, planning and logistics.- Communications: Serve as a primary point of contact for all stakeholders, handling correspondence, emails, and phone calls with professionalism and discretion. Responsible for planning, drafting and executing internal communications strategy to build a culture aligned to our mission and values.- Calendar Management: Efficiently organize and prioritize appointments, meetings, and complex travel arrangements, ensuring optimal use of executives' time.- Relationship Building: Cultivate strong working relationships with team members and partners to foster collaboration and support the executives' objectives.- Confidentiality and Trust: Handle sensitive information with discretion and maintain confidentiality in all interactions.- Problem Solving: Proactively anticipate challenges and implement solutions to ensure the executives' productivity and effectiveness.- Continuous Improvement: Identify opportunities for process optimization and implement best practices to enhance efficiency and effectiveness in supporting the team.

Addison, Texas, United States

- Supported activities of the CEO including, but not limited to, managing calendars, scheduling travel arrangements, and developing presentations- Developed annual budget and processed accounts payable while monitoring overall fiscal objectives- Executed payroll and maintained employment benefits for all employees- Conducted new employee orientations and notified new/existing employees of benefits- Responsible for instituting marketing strategies including events, advertising, and collateral- Controlled content and architecture of website, social media assets and video channels; maximized SEO/SEM using data, trends, and insights- Regularly audited firm documents and procedures for adherence to FINRA regulatory mandates

- Visited clients to manage relationship and health of ERISA, non-ERISA, qualified and non-qualified plans- Drafted and assisted clients in reviewing Plan Documents, Summary Plan Descriptions and Annual Notices- Coordinated annual pension plan audits and DOL audits- Compiled and analyzed plan data, ad hoc reports and packages for plans and management - Responsible for providing education/onboarding to client contacts for DC retirement plans- Participated in client education/on boarding conference calls with implementation and various other departments; created client reports as they relate to contribution files- Built relationships with various internal business partners to facilitate client satisfaction for end-to-end process and lifetime business relationship

Dallas, Texas, United States

- Oversaw all underwriting procedures of retail installment contracts- Played an integral part in the implementation of risk management standards- Generated daily, monthly, and annual reports tracking the company’s growth progress