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● Sat in on client meetings observing various aspects of the advisor-to-client interaction process● Completed new account documents for all types of client registrations● Ran performance reports to present in client meetings● Ran financial plans on the E-Money systems to determine client retirement funding progress and other goals● Helped prepare documents for client meetings and conference calls● Worked on a third-party investment platform system (SEI) to process various operational transactions● Organized account transfers on several accounts to many beneficiaries due to the demise of a client

● Managed multiple orders and delivery locations● Delivered orders within an optimal period of time, ensuring the freshness of food ● Prepared orders and verified them before each delivery● Properly labeled food packaging and invoiced bags