Nicholas Alvarez Email & Phone Number

-Execute administrative tasks encompassing instruction transfers, acquiring pertinent credit details, facilitating client onboarding, and conducting callbacks.-Aid the Financial advisor in recording transactions and managing designated accounts, guaranteeing regular client communication.-Contribute to social media campaigns by crafting pre-planned templates and strategies, securing timely endorsements.-Manage social media platforms including Youtube, Facebook, and LinkedIn, publishing three weekly posts.-Record all client engagements, outstanding matters, and accomplished assignments within the CRM system, Salesforce.

- Drafted standard work documentation to educate new hires on completing entries via accounting systems.- Executed asset, liability, and capital account entries through comprehensive analysis of account data.- Verified financial transactions through document audits.- Conducted financial report reconciliations by gathering, analyzing, and summarizing account data and trends.