- Provided exceptional client service with a focus in problem solving and attention to detail by using excel spreadsheets and outlook reminders to stay organized- Help manage incoming and outgoing communications from clients, Advisors and other internal and external partners, as well as identify opportunity to contact clients, manage timelines and key dates for accounts- Assist with on-boarding new clients by opening up their accounts within our system, setting up their online access as well as their contribution and withdrawals, and process applicable bill payments- Maintain and complete existing client accounts to keep them up-to-date by preparing quarterly reports, managing the continuous movement of transactions, updating their account information, and ensuring accounts are up to regulatory standard- Ensure accurate and timely updates for all necessary documentation in compliance with internal controls and industry regulatory requirements by updating clients and advisors on upcoming deadlines, and providing data analysis for their accounts- Coordinate and schedule meetings for Investment Advisors and their clients using Microsoft Outlook calendars and WebX video calling software- Prepare meeting documents and agendas for quarterly portfolio reviews for clients, primarily with the use of Microsoft PowerPoint and internal system FlexPAK

- Delivered client service by accurately completing client orders, identifying opportunities for advice, and quickly and effectively resolving any client issues that arose - Responsible for handling supervisory roles, such as training new advisors, overriding high net-worth client transactions, and managing risk by adhering to compliance routine- Proactively referred clients to mortgage specialists and investment planners- Trusted to maintain cash machines within the branch, prepare large cash orders, and balance the branches cash systems at end of day

- Managed and mentored 4 employees - Participated in hiring process and developed training plan for new employees- Used Microsoft Outlook to organize staff appointments and meetings

- Managed and mentored 8 to 12 employees - Gave daily coaching and feedback to staff - Managed the bank vault at opening and closing times, using internal banking system to ensure cash balance at opening and closing - Administered payroll input system and scheduling for staff shifts- Enforced compliance and company policy related to organizational expectations and standards

- Answered customer inquiries over the phone and in person- Coordinated meetings between advisors and customers by using Microsoft Outlook- Organized daily incoming and outgoing mail from the branch

- Provided ethical financial advice to clients - Contributed sales to branch goal- Administrative duties including transmitting, storing and filing financial data

- Answered customer inquiries over the phone and in person - Met and exceeded daily sales targets- Helped clients with technical support with their online banking and the banking app - Referred clients to financial advisors