Ramona Mitchell Email & Phone Number

Richmond, Virginia Area

Ramona is a Client Service Administrator with Heritage Wealth Advisors. She joined Heritage from The Capital Management Corporation. Ramona has 13 years of experience working in the financial services industry. She provides administrative support to the client service teams. Ramona graduated from Colorado Technical University in 2013 with a Bachelor degree.

Glen Allen, Virginia

• Serve as the primary administrative and creative support to three portfolio manager and two marketing professionals in an investment advisory firm.
• Coordinate all new client accounts, changed accounts and closed accounts
• Maintain CRM database
• Act as the point of contact for different custodians such as Fidelity, Schwab and TD Ameritrade
• Handle all client money movement requests
• Prepare marketing and client presentations

Richmond, Virginia Area

• Prepared new account paperwork for Advisors and made sure accounts were opened correctly
• Notified Advisor once account was opened
• Processed checks, money movement, account transfer
• Provided information to advisors on what forms were needed for new accounts and what transaction were not acceptable
• Updated data on 401k spreadsheet and quarterly reports

Richmond, Virginia Area

• Operations Specialist (Aug 2009 – Sep 2014)
• Opened new accounts and setup instructions and review paperwork for completion
• Processed checks/fed fund wires, money movement, account transfers/journals
• Worked with Planners and Assistant on setting up transactions for clients accountClient Services Associate (Nov 2007 – Aug 2009)
• Provided full support to a EDA advisors, ensuring client satisfaction, and adhering to regulatory standards
• Acted as the liaison between the client and advisor on a daily basis

Glen Allen, Virginia

• Equity Income Specialist (July 2004 –November 2007)
• Reconciled firms records with clearinghouse (DTC)
• Investigated errors in client’s reports
• Communicated information to branch staff
• Adjusted dividend paymentsOperations Specialist (Oct 2002 – June 2004)
• Reviewed Online agreements/New account documents