Sonia Williams Email & Phone Number

Lady Lake, Florida, United States

• Responsible for preparing financial portfolio documents for client meetings.• Scheduling and confirming client meetings.• Greeting clients and visitors in a professional manner.• Answering incoming client and vendor calls in a timely and professional manner.• Documenting all client interactions in Goldmine Client Management System.• Assisting clients with statements, taking distributions from IRAs, and researching issues• Updating accounts and services including beneficiary updates, ownership changes, processing Power of Attorney documents, and death benefit claims.• Performing general administrative tasks

Tavares, Florida, United States

• Gained revenue through grant writing for the local Take Stock in Children scholarship and mentoring program.• Grant management and reporting.• Involved in selecting new Take Stock in Children scholarship recipients annually.• Student caseload management.• Tracked and monitored grades, attendance, and discipline of program participants for accountability reports.• Conducted quarterly grade specific college readiness meetings. • Intervention process to ensure student success.• Recruited, retained, and trained mentors for program participants.• Generated and maintained the accuracy of files for incoming students and mentors.• Supported program manager with event planning and execution.• Assisted in other areas of the program, as necessary, to include community meeting attendance to increase program exposure, vetted new student applications for eligibility and annual student planning, to include campus tours, fundraising events, and college readiness workshops.