Nathan Coley Email & Phone Number

Rancho Santa Margarita, Ca, Us

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 interaction.Creation of communication materials for clients and retirement plan participants using PowerPoint, Word, and Venrollment… Show more 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 interaction.Creation of communication materials for clients and retirement plan participants using PowerPoint, Word, and Venrollment. Responsibilities include assembling engaging and informative content, and leveraging various platforms to craft materials that effectively convey information about retirement plans to clients and participants.Coordination of logistics and scheduling for in-person and virtual client meetings using Zoom, Calendly, Teams, and Outlook for quarterly investment reviews, group presentations, and one-on-one advice sessions Show less

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 retirement solutions on a quarterly basis.

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 to obtain live bid pricing for client retirement plans. I also conducted on-stage presentations on our plan benchmarking tool and other… Show more 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 to obtain live bid pricing for client retirement plans. I also conducted on-stage presentations on our plan benchmarking tool and other proprietary services at the annual RPAG Spring Summit events. Show less

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 with association contractors. Additionally, I scheduled appointments for meetings, community drives, and custom home inspections.

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 coordinating with shipping and receiving to ensure proper shipments and routing of supplies.

Master Of Business Administration - Mba

Bachelor Of Arts, Communication

Associate Of Arts, General Studies