• Created and maintained client accounts, including completing client, custodian, and firm paperwork.• Reviewed and managed all client transactions and activity. • Assisted with quarter-end process, including the reconciliation of client accounts. • Executed client and firm tasks including asset transfers, trading, preparation of reports, and general support of portfolio and investment strategies.• Participated regularly in client meetings and communications, helping to provide… Show more • Created and maintained client accounts, including completing client, custodian, and firm paperwork.• Reviewed and managed all client transactions and activity. • Assisted with quarter-end process, including the reconciliation of client accounts. • Executed client and firm tasks including asset transfers, trading, preparation of reports, and general support of portfolio and investment strategies.• Participated regularly in client meetings and communications, helping to provide guidance and clarity toward the details and administration of their financial goals and plans. Show less

• Enhanced client experience by driving daily administration of corporate retirement plans including making changes to service agreements, running reports, and updating client information. • Engaged in client meetings, over the phone and in person, to continuously communicate and coordinate with each individual client. • Proactively deliberated with team members in order to address client’s fiduciary needs, responsibilities, and concerns.

• Provided care, supervision, and guidance to boys of multiple age groups over 3 (2008, 2010, 2011) summers.• Created, organized, and coordinated volunteer schedules for over 55 campers. • Developed original Bible study curriculum and taught curriculum 4 times a day.