Rachel Markle Email & Phone Number

St. Petersburg, Florida, US

• Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
• Researches client and security information through the back office system.
• Processes and follows up on client documentation for proper maintenance of accounts.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Creates and maintains records and files.
• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.

St. Petersburg, Florida, US

• Provided general support to Institutional Equity Sales professionals
• Liaised with clients and sales professionals to facilitate corporate access and analyst meetings
• Acted as liaison to the Corporate and Analyst Marketing desk, including allocating meetings for regional marketing trips and events
• Maintained detailed working spreadsheets of upcoming events relevant to investment professionals
• Coordinated and facilitated conference calls between clients and analysts

Chicago, IL, US

• Meeting and event scheduling for Investment Management division
• Administrative assistance for C-Suite management and investment professionals, including calendar management, conference research and preparation of internal presentations
• Research using FactSet for reporting on upcoming international and domestic events/meetings/conferences
• Planning & coordinating for client-facing conferences

• Instrumental in preparing a financial expenses report that won the company $30,000 in an R&D tax rebate for previous fiscal year
• Use of financial databases including SQL and updated spreadsheets to track daily PNL from firm trading
• Accounting using QuickBooks on daily basis for executive accounts
• Administrative support
• Maintenance of confidential and sensitive documentation and information internal to the proprietary trading firm
• Executive assistance and general office management

Toronto, Ontario, CA

• Worked on RFP team to develop responses for institutional proposals
• Coordination of client service and marketing presentations
• Analyzed financial data using FactSet and BondEdge; produced reports to send on to investment professionals within the firm
• Helped produce reports on investments to answer potential clients' inquiries into bank's investment services, business continuity, and general operations
• Proofread and provided copywriting for RFPs
• Created and managed firm-wide employee bios and organizational charts; posting to international SharePoint site and regular maintenance of updated changes as well as archival content

San Diego, CA, US

• Provided individual or group lessons in subjects ranging from French, English and Spanish, to ESL, computer skills and essay writing
• Prepared specialized lesson plans for the student, always paying particular attention to individual goals, experience, and abilities

Chicago, IL, US

Experienced Academic Tutor with a demonstrated history of working in the internet industry. Skilled in Nonprofit Organizations, Microsoft Word, Communication, Lesson Planning, and English. Strong education professional with a Bachelor of Arts (B.A.) focused in French Language and Literature from Loyola University of Chicago. I tutored students in a wide.

• Coordinated events and executive schedules; scheduled and made arrangements for C-Suite domestic travel
• Preparation of expense reports, reconciling company credit card statements, accounting and balancing executive budgets
• Attended in-company and political meetings, took notes, produced full reports on zoning, local special commissions and new regulations relevant to the company's many business holdings
• Edited company websites; wrote and edited content for web marketing and paper brochures
• Wrote marketing content designed for news articles on five commercial real estate properties
• Organized administrative details, trained two interns, and procured office necessities

I taught an ESL class for employee training programs at various hotels. I coordinated lessons, prepared materials, and conducted 14 two-hour lessons for ESL students from Level 1 to Level 7. I explained materials slowly and clearly so that lower level students could catch up with the higher level students. The majority of the concepts I taught were.

• Recruited international interns for Jefferson’s marketing campaign
• Conducted sales calls to nationwide and international hotels to generate interest in company ESL course
• Evaluated company training policies and advised hotel clients on training
• Directed online marketing on Facebook
• Managed and provided guidance for 23 virtual interns

Chicago, Illinois, US

• Assisted college French students of all levels in grammar and pronunciation lessons
• Instructed lessons ranging from beginner to intermediate, using textbook or outside sources
• Took over other tutors’ shifts when they could not fulfill their responsibilities