Associate Financial Representative And Office Manager
Riverwalk Wealth Advisors
Tampa, Florida, United States
In this role I provided high-quality administrative assistance through execution of in-depth research, proactive reporting, comprehensive presentations, technology management, cost-optimal purchasing, and extensive calendar management.Some of My Notable Contributions Included:• Administered and oversaw diverse investment operations, such as account opening and closing, rollovers, asset movement, journals, ACATs, and ACHs through effective planning and implementation of best practices.• Conducted research, generated reports, and presented to C-suite executive to keep up to date on ongoing business activities as well as enable informed decision making.• Conceptualized, developed, and executed standardized HR policies and employee manuals.