Sofia Khan Email & Phone Number

Phoenix, Az, Us

Phoenix, Arizona, United States

Establish and maintain various wealth management accounts at Fidelity and Charles Schwab;Retirement, Trust, 401k, 529, Fiduciary, Private Fund Investments, etc. • Process direct and indirect transfers, rollovers, contributions, distributions, and RMDs • Liaison with clients’ CPAs, TPAs, Conservators, Fiduciaries, Estate Planning Attorneys, title companies, etc. • Client and interoffice meeting and event planning • Member of Culture Committee

Scottsdale, Az

Calendar management, meeting coordination and travel arrangements for C-level Executives and sales teams • Maintained budgets and processed monthly expense reports • Client, interoffice, and vendor meetings and event planning • Prepared reports and presentations on production and sales performance • Onboarded and trained new hires in sales, marketing, and administrative departments • Trained clients and staff on use of sales software tools and systems • Prepared annuity illustrations/quotes for financial advisors, serviced policies, and processed new business • Created and managed client and employee gifting and appreciation program • “Culture Keeper”

Wheaton, Il

Managed daily operations for 45 Independent Financial Advisors • Established and maintained various types of wealth management accounts; IRA, Roth, Trust, Solo and Group 401k, Individual, etc., at TD Ameritrade • Executed client directed trade requests to purchase and/or liquidate various equity, mutual funds, bonds, notes, fixed CD's and option traded strategies • Processed direct and indirect transfers, rollovers, contributions and distributions while adhering to IRS rules and regulations • Cultivated a social committee which planned and executed monthly, quarterly, and annual meetings and social events for employees

Lombard, Il

Assisted VP with preparation of brokerage documents and financial reports • Revamped company brand with new logo, established the company’s first website, created billboards as well as new property advertising and business marketing materials • Managed commercial and multi-family real estate marketing and advertising online through Craigslist, Loopnet, CoStar, and OfficeSpace • Handled commercial and residential tenant maintenance issues and coordinated work with contractors • Onboarded and trained new hires • Managed office IT systems

Lombard, Il

Assistant to CEO and COO • Heavy Executive travel arrangements • Payroll processing, benefit coordination • Data acquisition for H1-documentation • Onboarded new hires • Managed expense reports and reimbursements for Executives and employees • Purchase coordinator for computer and office equipment • Event planning for corporate conventions and interoffice events • AP/AR using Quickbooks • Mapped Adobe forms, wrote matching scripts in Microsoft SQL, and performed quality testing

Associate'S Degree, Business Administration And Management, General

Education record