Shannon Lemons Email and Phone Number

Uniquely suited for a fast-paced and dynamic Financial and Investment Firm and work atmosphere. A career spanning over 20 years within Financial & Investment Services, Client Care and Support. At my current employer, within 10 years I've assisted in onboarding, and cultivating lasting relationships of New Clients with over $78M in investible assets and am considered a core member of our Team. Strongest abilities include working closely with and supporting multiple Financial Investment Advisors and Registered Assistants, adhering to the strictest confidentiality and compliance guidelines to help our clients reach their investment goals while exceeding peer and client expectations. Instrumental in all aspects of Client Services including, gathering and analyzing data and documentation, Client Account Service Forms from creation to processing, all Clienr Meeting management from preparation, anticipating Meeting Agenda Topics, gathering all necessary account details including Variable Annuity Benefit Rider information, withdrawal rates, ensuring Required Minimum Distrubutoons are met, preparation of any Forms required, documenting detailed meeting notes, assigning any post meeting requirements, follow up tasks, and monitoring to completion. I ensure to meet any client needs within my compliance restrictions in order for the Invest Advisors and CFPs I support have more time to analyze performance of accounts and meet with mew Clients to grow our AUM and success of the company. Software experience: Microsoft Office Suite, Excel, Microsoft Word, and Outlook, RedTail CRM, Salesforce CRM, Gorilla RPM, Adobe Acrobat, Morningstar, SEI Business Builder.Skills: 60+wpm type speed, 10-key, dictation-transcribe, mulit-line phone systems, and coordination of Executive calendar and appointments. Personal skills: taking initiative to complete tasks independently, effective time management, prioritize tasks to more efficient work flow in a high-volume/high pressure environment while maintaininf attention to detail, and a creative imagination for problem-solving and growth.