Robert Seehoffer Email & Phone Number

FA Team Manager

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Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

Coordinate with major financial services institutions to provide life and annuity support to financial advisors located in 38 states including Puerto Rico. Assist senior management team with portfolio analysis and performing asset reallocations on a quarterly basis for over fifty million in managed assets. Communicate new life and annuity products information to financial advisors and perform all illustration requests.

Tampa/St. Petersburg, Florida Area

• Provide administrative/secretarial support for the office; answering telephones, assisting visitors, and resolving a wide range of administrative problems and inquiries.• Establish, maintain, and update files, databases, records, and other documents; develop and maintain data• Protect client and company interests by processing paperwork in accordance to federal and state compliance guidelines• Facilitate IRA creation, rollovers, transfers, distributions, and account closing.• Assist management with the analysis of financial activities and make recommendations for financial security of clients• Resolves administrative problems by coordinating preparation of reports, analyzing data and identifying solutions• Completes operational requirements by scheduling and assigning administrative projects; expediting work results• Process changes to asset-allocation mix of investment accounts as directed by upper management

Tampa/St. Petersburg, Florida Area

• Accomplished restaurant human resource objectives by recruiting, selecting, orienting, training, scheduling, coaching, and disciplining employees• Met restaurant financial objectives by forecasting requirements; scheduling expenditures; analyzing variances to budget and initiated corrective actions• Controls costs by reviewing portion control and quantities of preparation; minimizing waste; ensuring high quality of preparation• Administered Management Training Program for East Pasco Market• Forecast Sales, wages, cost of sales, and profitability• Tracked employee productivity, managed scheduling to business demands, and reviewed historic analytics for trending• Collaborated with ownership to review restaurant financials

Tampa/St. Petersburg, Florida Area

• Supervised accounts payable and payroll functions for dealership• Monitored and analyzed monthly operating results against annual budget; collaborated with colleagues in advertising and executive management to achieve objectives• Assisted Vice President of Finance with the preparation and completion of year end audits• Assisted management by auditing the used inventory section of dealership• Prepared all financial statements for online section of dealership• Collaborated with Parts manager to increase inventory turnover to meet industry standards• Reconciled bank statements by researching and resolving any discrepancies• Performed filing duties for dealership and retrieved files for management• Assisted in the month end closing and financial reporting process including account analysis and reconciliation