Phil Roque Email & Phone Number

Pasadena, Ca, Us

Los Angeles, California, United States

• Opening investment accounts such as 529 education plans.IRA retirement accounts, etc• Processing money movement transactions to and from client accounts• Sending distributions such as wires to foreign and domestic bank accounts• Managing calendar and scheduling of client appointments • Providing customer service to client concerns by email/phone • Creating campaigns and marketing emails to prospective/current clients• Updating Advisor website and managing Facebook and LinkedIn accounts to publish new content weekly• Preparing and handling various client forms such as Power of Attorney and CPA Information Disclosures• Gathering data on over 15 client files per week for advisors to use in preparation for meetings.• Utilizing Financial Planning software such as Naviplan and Moneyguide Pro to input client information such as Cash Flow and Net Worth Statements, paystub, tax return, etc for Financial Planning analysis.

Pasadena, Ca

Edited and updated client documents such as Net worth Statements, Cash Flow statements, PMT’s and other additional documents in Excel.Wanted to do this because I knew it would be a great opportunity for me to learn valuable skills and gain experience working in an office environment. Analyzed over 300 client files and inputted home value, net worth, and money invested within the company to make sure their folders were prepared for their upcoming meetings with the financial advisors.