Olivia Meyer Email & Phone Number

• Review portfolio holdings, transactions, security pricing, security set-up, accruals and other factors contributing to investment performance at the account, asset, and class levels for Archer universe of accounts• Responsible for daily new accounts, reconciliation, cash and account maintenance, and trade settlements• Respond to client requests for issue resolution and new account services• Provide general support to client base around operational procedures and best practices

Voorhees, New Jersey, United States

•Managed and developed marketing materials including explainer videos, mass emails, all social media platforms and coordinated marketing materials for tradeshows•Aided in expanding business verticals•Assisted with implementation of new IT system•Administrative duties as needed

Medford, New Jersey

• Handled bookkeeping responsibilities such as entering invoices into QuickBooks• Issued checks for suppliers, subcontractors, and overhead expenses• Prepared paperwork necessary for warranty appliances and put together information binders for home settlements and new apartments• Prepared various administrative duties such as mail, typing letters, and greeting customers• Answered phone calls and responded to customer and subcontractor's questions and needs• Organized files

Medford, New Jersey

• Took food orders, prepared orders and delivered the food to customers • Handled cash registers

Lumberton, Nj

• Drove golf cart around the golf course to serve beverages and snacks• Handled cash and gave change back as necessary• Served upstairs in the restaurant, took orders, and delivered the food to customers• Communicated with customers regarding order and complaints