Sarah Alvarez Email & Phone Number

San Francisco, California, United States

San Francisco, California

San Francisco Bay Area

Our Private Client Services business was founded more than four decades ago as a family office for Capital Group’s senior executives and their families. We have since expanded into a full-service wealth management and trust company, overseeing some $22 billion in assets for a select group of discriminating high-net-worth individuals, trusts, foundations and endowments nationwide. Though we are an exclusive boutique, and maintain a relatively small number of client relationships, we are able to tap into in-depth, world-class research and portfolio management experience from around the globe. To best serve clients, my essential responsibilities include:*Gather client information from multiple sources and sets client accounts up on CG and custodian systems.*Conduct review and approval of workflows to ensure completeness and accuracy of documents and compliance with applicable business and regulatory parameters.*Perform a review of account documentation to ensure completeness and accuracy.*Set-up client access to the - website, statements, tax reporting, prospectus and other.*Work with the Client Relationship Team to address the on-going needs of client accounts and ensures changes made are properly authorized and systems are updated accordingly.*Assist in audit requests by working with the PCS Business Liaison and others within PCS to gather information and present the documentation in an organized manner.*Coordinate cash processing including, but not limited to monitoring cash balances, managingaccount alerts, and processing client requests as received.*Review client authorization documentation and completes CG and external systems set-up.*Participate in intra-departmental peer review efforts and projects.

Heathrow, Florida

• Assists in the implementation of new client accounts to ensure a seamless transition into Newport’s ongoing administrative process for all insurance products (COLI, BOLI, Disability, Individual, and Long Term Care). • Establishes procedures for client-specific documentation; prepare and processes premium and loan interest invoices including policy value reporting, formatting and auditing.• Administers medium and large client accounts with multiple carriers to ensure proper processing of wire transactions and incoming checks.• Prepares and audits benefit statements, COLI Best Practices Reports and trust documents. • Reviews processes and procedures to streamline administration by implementing more effective techniques thus increasing productivity.• Manage ad-hoc client requests including problem-solving on administrative and operations issues.• Collaborates with team in management of Deferred Compensation Plans, including Qualified and Non-Qualified plans, SERP, 401(k) and Split Dollar Agreements.

Orlando, Florida Area

• Participated in various activities of the sales cycle with the employing financial representative. • Compared and evaluated possible financial products, assisted in development of recommendations to best meet client needs and financial circumstance. • Delivered insurance policies to clients and answers questions regarding contract provisions. • Demonstrated superior organizational and time management skills. • Prioritized to meet deadlines while maintaining attention to detail. • Created investment planning proposals including asset allocation modules and investment hypotheticals. • Submitted account paperwork and transactions promptly and efficiently. • Quickly learned and utilized NetX360 and DST Vision in day-to-day review of investment accounts. • Successfully managed the underwriting process between carriers and clients. • Participated in the Second in Command training workshop to increase productivity and profitability of practice. Developed and implemented processes to increase workflow and effectiveness.

French Language And Literature

Summer Semester abroad

Bachelor, Science Business Administration