Rachel Sullivan Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

• Work closely with client service team and internal partners to provide comprehensive service to clients
• Handle cash management activities including domestic and international fund transfers, monitoring client cash balances, establishing recurring payments and resolving issues as needed
• Actively support client account maintenance activities including opening new accounts, address changes, online enrollment, etc.
• Prepare documents for client signature including investment agreements and subscription and redemption documentation.
• Perform general administration including writing and editing correspondence, answering phones, contact data maintenance

Wellesley, Massachusetts, United States

• Engage in practice management assisting a top wealth advisor
• Oversight of opening new investment accounts, securities trading, internal operations, client presentations, account services, and financial plans
• Active client interaction to provide platinum level high touch service to clients
• Manage advisor active calendar, oversee scheduling of appointments/meetings

Wellesley, Massachusetts, United States

• Onboard new financial advisors, clients, candidates, and employees
• Thoroughly educate advisors on how to use digital tools such as, Asset Map, ZynSuite, ClientWorks, My Marketing Station, etc.
• Track candidate study progress through the passing of the LAH, SIE, S7TO, and S66 exams through weekly accountability calls
• Assist social media platforms for both the branch and new associates
• Work closely with the Branch Operations Manager in assisting with special projects
• Other responsibilities: Lexmark printing, technology troubleshooting

• Responsible for presiding all regular meetings.
• Responsible for meeting with the Executive President for the total operation of the council.
• Maintains the procedural workings of the class council and manages operations.
• Responsible for fundraising a $10,000 endowment scholarship for an incoming student

Greater Boston Area

• Responsible for handling money and preparing cash drops.
• Responsible for interacting with vendors and creating purchase orders.
• Create schedule for employees
• Organize shelves, restock clothing, cashier duties.

Greater Boston Area

• Responsible for managing all clubs and ministries on campus.
• Serve as the liaison between student government and organization presidents.
• Responsible to take detailed, professional meeting minutes for all Executive Student Government and Student Senate meetings.
• Serve as the Co-Chair to the Elections Board which entails advertising, applications, ballot creation, creating forums and events, as well as facilitating the election itself.
• Additional office responsibilities connected to this job such as correspondence, posting office hours, updating rosters and constitutions, etc.

• Responsible for calling prospective students and providing information about ENC.
• Answer questions by students and direct them to the online application.
• Direct callers to specific campus departments.
• Write post cards, file papers, organize supply closets.

Greater Boston Area

• Maintain internal databases and calendars
• Organize castings and submissions
• Manage high volume of incoming phone calls and emails
• Act as liaison for new talent
• Maintain social media accounts
• Office Manager Duties

Boston, Massachusetts

• Responsible for updating data bases, managing social media, assisting booking agents
• Direct contact with clients and talent
• General office duties

• Manage the sale of lottery and MoneyGram Wire transactions.
• Operate a cash register, counted money for bank cash drops and pickups.
• Offer assistance and services provided by the grocery store.
• Handle returns from all departments.
• Engage in friendly conversation with customers.

Bachelor Of Business Administration - Bba, Marketing

Activities and Societies: Executive Student Government, Honors Society, Business Society

Business

Activities and Societies: National Honors Society, Yearbook

Business

Activities and Societies: Student Government, Yearbook