Moira Embrey Email & Phone Number

Austin, Texas, United States

• Provides client service management support and operational support to the advisory team
• Works with custodians (Charles Schwab, Fidelity, TD Ameritrade) to implement new client accounts, liquidity management and ongoing maintenance of existing clients
• Works with financial advisors and clients on new account onboarding process
• Executes money movement (ACH in, ACH out, journals and wire transfers)
• Executes transfers and rollovers of brokerage, retirement accounts and 401k plans
• Monitors custodian platforms for alerts and NiGOs that impact client accounts

Remote

• Conducts research and data entry
• Liaises with CEO, financial advisors, and clients
• Communicates through phone or email with product providers and clients
• Monitors tasks using Microsoft Planner, Teams and AdviserLogic
• Requests quotes from product providers
• Sends off cancellation and reduction letters to clients and product providers

Remote

• Receives and understands instructions from the client in line with making a business plan andpresentation for the customers assisted
• Conducts market research and industry research as instructed
• Gains a thorough understanding of what the customers’ business plans are before relating orimplementing such in the business plan and presentation to be created
• Assists with drafting business plans, sales pitches, presentations, reference material, and otherdocuments as required
• Builds templates along the way that can quicken the process of building and customizing businesspresentations for clients
• Ensures that proposals and other documents are submitted within deadline and with the specificdetails instructed by the client

Manila, Philippines

• Creates, publishes and maintains business procedures and/or processes, knowledge repository content and training manuals
• Partners with Line of Business subject matter experts to understand business needs as it relates to procedures
• Drafts and/or updates moderate to highly complex business procedures
• Ensures procedures are compliant with Wells Fargo branding
• Responsible for obtaining appropriate approvals from management and governance teams (ORM, RECOR, Legal) and may include facilitating the certification process
• Reviews changes to business operations for potential impact on other operations/procedures

Manila, Philippines

• Document Automation: Analyzes and markup customer documents in accordance with best practice and adhere to documented processes and turnaround goals
• Creates, refines and use consistent FieldName/Variable information and libraries.
• Creates, refines, and use “spans” or decision processes within electronic documents to mirror manualdecision-making processes.
• Creates, refines, organizes “templates” that populate automated documents for clarity and ease of useby self-serve users of the resulting electronically automated documents.
• Administration and Reporting: Maintains accurate billable time records for on charging customers androutinely monitor the effectiveness of customer processes associated with this role and recommendsimprovements as.
• Consultant: Provides support and advices to both existing customers and trial customers

Manila, Philippines

• Communicates with U.S counterparts, internal and external contacts through e-mail, Webex session and video conferences
• Assists attorney editors and U.S. counterparts on production tasks
• Publishing: Performs duties such as analyzing (HTML & XML), keying, converting, coding, copy reading, editing, merging, rendering, loading, or validation of data in Westlaw and print products
• Content acquisition: Duties include acquisition of manuscripts or core content, analysis of manuscripts and electronic files, coding (mark-up of data) and resolving coding errors, manuscript editing, compiling and.
• Daily monitoring and gathering of legal and business content from the web and determining which are important to clients
• Writing: creates a summary of the material and assigns key words from a taxonomy and uploading to the CMS tool Current Awareness

Manila, Philippines

Manila, Philippines