Nathan Coley Email & Phone Number

Laguna Niguel, CA, US

Irvine, California, United States

Preparation of client meetings including investment reviews, plan design review, and onboarding. Management of client records using SharePoint, Salesforce, and Excel to ensure accurate and organized information for effective sales and client management. Collaboration with recordkeepers and TPAs while handling administrative tasks tied to client.

Aliso Viejo, CA

Served as liaison and administrator for custom small-plan retirement solutions, as well as support for sales staff in the creation of target date fund comparisons, investment lineup illustrations, and analysis of target date fund suitability for corporate retirement plans. I also edited and uploaded video updates to our website for our custom small-plan.

Aliso Viejo, CA

Assisted retirement plan advisors on inquiries and technical support related to RPAG Advisor Portal via phone and email; scheduled and conducted onboarding and relationship maintenance calls with advisors who subscribed to the RPAG service, ensuring they were taking full advantage of the tools available. Frequently coordinated with record-keeping partners.

Aliso Viejo, CA

Composed and assembled investment reviews for Plan Advisors, answered participant phone inquiries and directed accordingly, retrieved retirement plan asset and investment information for use in various reports, and coordinated with other departments to reach deadlines and shipping dates.

Ladera Ranch, CA

Responded to resident concerns and inquiries relating to governing documents and performed community violation enforcement and follow-up. I was responsible for the creation, organization, and distribution of monthly enforcement hearing documents and administration for these hearings. Was frequently in communication to coordinate walkthroughs and surveys.

Laguna Beach, CA

Conducted the operation and maintenance of retail space, including managing inventory, stocking, and balancing all registers. I maintained professional relationships with standing tee-time holders while providing an exceptional experience for guests of all types. This included communicating with guests, noting their preferences, and providing course tips.

Costa Mesa, CA

For our small company, I performed heavy data entry into litigation software, scanned and organized sensitive client documents, reports, and correspondence. I also acted as a courier for confidential client data and documentation. When necessary, I also set up, configured, and maintained office equipment and computers.

Irvine, CA

Completed setup and configuration of employee PCs and provided technical support and service for in-house and store employees. During our equipment upgrade campaign, I configured phones, mobile point-of-sale devices, and servers for all necessary store locations; also packaged, logged, and shipped store components and devices. This also entailed.

Master Of Business Administration - Mba

Bachelor Of Arts, Communication

Associate Of Arts, General Studies