Molly Eckert Email & Phone Number

Scottsdale, Az

Responsible for providing senior level back-office support to the entire operation, ensuring excellent client service delivery. This includes overall management and coordination of client accounts in a highly independent manner. Key responsibilities include onboarding brokers and client accounts, ensuring accurate and complete account documentation, investigating and resolving unique situations, complying with applicable laws and regulations, creating and implementing operational procedures, and building valued client and broker relationships through sound communication and coordination. Daily compliance responsibilities specifically include ensuring adherence to Bank Secrecy Act and USA Patriot Act requirements, including conducting initial and ongoing reviews to verify client identities and beneficial ownership of entities (software and investigation), identifying and investigating suspicious patterns within accounts, and providing account updates. Other responsibilities include executing and filing trades; creating and analyzing compliance and other operational reports; processing check deposits and fulfilling cash management requests; and database management.

Phoenix, Arizona Area

Anticipated and addressed wealth management client needs, including various fiduciary and concierge client services. Provided consistently exceptional service, with emphasis on effective and open communication (relying heavily on tact and diplomacy), early issue identification, and creative problem solving. Planned and executed firm marketing initiatives and developed and maintained the prospect database. Also responsible for and managed the rebranding and re-opening of a tax preparation office, which included handling all aspects of budgeting and renovation, performing the initial day-to-day management of the office until fully staffed, conducting outreach to retain clients, and arranging a successful kick-off event.

Phoenix, Arizona

Anticipated and addressed wealth management client needs, including various fiduciary and concierge client services. Provided consistently exceptional service, with emphasis on effective and open communication (relying heavily on tact and diplomacy), early issue identification, and creative problem solving. Planned and executed firm marketing initiatives and developed and maintained the prospect database. Also responsible for and managed the rebranding and re-opening of a tax preparation office, which included handling all aspects of budgeting and renovation, performing the initial day-to-day management of the office until fully staffed, conducting outreach to retain clients, and arranging a successful kick-off event.

Washington, Dc

Consistently prepared high quality pastry items according to production schedules and event orders; maintained stock and equipment based on current and anticipated business needs; communicated effectively with staff and management to ensure appropriate coordination; and identified and implemented process and other improvements to continue to improve efficiency and quality.

Shirlington, Va

Managed day-to-day operations, including product preparation, customer service, finance/closing, scheduling and staffing, and facility maintenance.

Washington D.C. Metro Area

Supported the human resources aspects of the Paralegal and Secretarial Programs. Performed staffing resource and other analyses, prepared management reports, updated and maintained program databases and records, provided training material, and planned and executed meetings and events.

Washington D.C. Metro Area

Staffed University athletic facilities and maintained compliance with policies and procedures regarding facility and equipment use; coordinated event preparation needs; and trained new staff.

Washington D.C. Metro Area

Rotated through the various food and beverage outlets of the hotel, shadowing the managers, preparing reports and reconciliations, and performing customer service functions.