Noah Van Schalkwyk Email & Phone Number

Boston, Massachusetts, United States

• Serve as single point of contact for specific clients. This includes managing all incoming requests for processing and fielding a broad range of questions and inquiries from clients.
• Research and resolve client inquiries in a timely and accurate manner, communicate effectively and coordinate ad-hoc client requests. Escalate as needed with a sense of urgency.
• Review all daily activity and transaction reports. Collaborate with Custody Account Manager and Operations team to resolve any issues or transaction discrepancies in a timely manner. Maintain appropriate records of.
• Research and resolve exceptions, reconciliations, incorrect transactions and other issues.
• Maintain a working knowledge of the operational group’s workflow and processing activities.
• Document any updates or changes to formal procedures, workflows, databases, etc.

Wayland, Massachusetts, United States

-Provided service and support functions such as firm analysis, account opening, account maintenance, client onboarding, and client service-Money Movement (Contributions, Distributions, RMDs, PIPs) -Performed administrative and operational tasks within financial planning, financial analysis, firm research, compliance, and firm marketing -Assisted CFO in.

New York, New York, United States

-Performed market research and underwriting analysis of The Pearl Midtown (Dallas Texas), Jasmine Place (Savannah, Georgia), and The Flats Brentwood (Fort Worth, Texas) for senior partners -Evaluated and analyzed pre-IPO companies (Kraken/Epirus) to aid investment decisions-Contacted potential investors to generate interest in Multi-Family CRE

Harrison, New York, United States

-Provided initial research and analysis of equities for specific clients while examining client portfolios-Built financial planning spreadsheets using Excel to track client progress-Followed Morningstar fund daily and reported notable findings-Drafted social media posts and executed the summer marketing campaign using FMG Suite -Scheduled client service.

Boston, Massachusetts, United States

-Developed and implemented social media campaign using graphic design programs to create content-Increased engagement and following by 1.3x-Digital Marketing -SEO

Bachelor Of Science - Bs, Marketing/Finance

Activities and Societies: Investment Club, Marketing Club

High School Diploma