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.• Maintains databases and creates reports using portfolio software programs. • Assists Financial Advisors with marketing efforts including seminars, etc.

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• Coordinating executive schedules; travel arrangements• Dedicated HR contact within firm (recruiting, onboarding, offboarding)• Asisted in reviewing business agreements; coordination with external partners for financial market membership

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• Participation in national business conference for networking and educational purposes• Prepared weekly reports to follow up on important details from team meetings

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 variety of subjects, including French, ESL, computer skills, science, math, and English. I assisted with homework or prepared teaching materials to be done together with the student.

• 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• Payroll for team using ADP

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 grammar-related, and therefore of a higher level of English. I was the preferred instructor for employees of the Omni Chicago Hotel for three years running. I reviewed important concepts of the IB historical investigations. I edited drafts of international students' papers. I conducted tutoring sessions live with the student, making sure the student always understood why certain changes should be made.I also taught all courses associated with the IB program for high school. This included drafting original content to model and explain the structure and content of IA/EE papers for: business, math, biology, architecture, history, literature, music, and other subjects. Levels varied widely from SL to HL.

• 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