Sandy Ostrowski Email & Phone Number

Chicago, IL

Oak Brook IL

Phone and walk-in client service, work with all departments to resolve client issues, review investment issues, manage department’s external email box, assist with training new hires.

Open and update accounts for institutional and high net worth clients

Billing, A/R, Collections, Payroll, HR files, DOT compliance, customer service and general office and administrative duties.

• Process approximately 2500-4000 transactions daily for various investment funds via manual input and downloads.
• Reconcile and balance daily reports and resolve outstanding issues.
• Answer worldwide customer inquiries via telephone, email, fax and written correspondence.
• Communicate daily cash flow activity along with future needs to various vendors.
• Prepare monthly, quarterly and yearly reports for management.

Liaison with corporate office. Managed special projects.Inventory and order supplies.Assist with audits and annual and semi-annual reports.

Sales and customer service.Organizing new office systems.Training employees on office procedures and computer systems.Hiring new personnel.

Certified Ira Services Professional

B.S., Geography

Minor in Business Administration