Olivia Phillips Email & Phone Number

Work with Alternative Investment funds to identify fund-specific processes when onboarding with ParallelProcess new subscriptions, re-registration of accounts, redemptions, capital calls as well as other maintenance items for clients’ Alternative InvestmentsTrain new team members of the Alternative Investments Operational TeamDevelop and document.

Provided administrative and operational support to multiple Financial Advisors for their client relationshipsWorked with multiple custodians to complete various financial transactions in client accounts including onboarding, cashiering and transfer of assetsManaged all aspects of clients’ operational needs within the time frames committed to by Parallel.

Provided general support to clients and visitorsOrganized and supported client events Main contact in office for mailing, shipping, supplies, processing checks, maintenance, and equipment

Centerville, OH

Dedicated tasker for a high level executive to assist with managing and maintaining her personal affairs

Dayton, Ohio Area

Dayton, Ohio Area

• Repaired, restored, and rebound old, rare, or damaged books.
• Examined stitched, collated, bound, or unbound product samples for defects.
• Created, maintained, and entered information into library databases.
• Processed new periodicals and put them in their proper place on different floors of the library

Bachelor’S Degree, Marketing

Activities and Societies: Treasurer of the University of Dayton Animation Club.Studied abroad in London, England and Dublin, Ireland.

Associate’S Degree