Theresa Fabela Email & Phone Number

Overland Park, Kansas

Infinitas is a wealth management firm based in Overland Park, KS. Advisors counsel clients nationwide on all aspects of financial and business planning. I work for the Bruce Glenn Team, providing both private wealth retirement planning services and 401k services.Provide personalized direct client relationship. Interface with clients via in person and over the phone to satisfy administrative needs, maintain office operating efficiency, CRM software programs and products updates, handle letter correspondence for clients, sponsor companies and staff. Prepare all paperwork for clients to sign – submit and follow through to completion.Handle referrals, client prospects and maintain current client book of business.New account openings, financial withdrawal requests, deposits, household portfolio updates – such as beneficiary updates, address, employment, email, accounts, RMD, statements, tax documents, transfers of all types – accounts not held at broker/dealer Commonwealth, new applications, transfers of private wealth and 401k old and new plans, work direct with sponsor companies, new annuity applications and alternative purchases – maintain updates.Execute quarterly client maintenance campaigns and reports.Regularly review Commonwealth news items, technology updates, policies, client security.

Kansas City, Missouri, United States

Provide administrative support to the Senior Director of Marketing, Senior Director of CRM and their staff of 40. Maintain calendars, coordinate meetings, book domestic/international travel and execute expense reports. Manage accounts payable for the marketing organization. • Provide ongoing administrative support to senior directors, driving organizational success through the management of daily operations and special projects• Manage executive calendars, strategically coordinate schedules, appointments, events, and travel arrangements with collaboration between outside vendors and internal staff• Trusted with a $30K budget to plan, organize, and finalize details for travel arrangements and business development events• Spearhead training and development program for new employees• Serve as primary point of contact for an average of 30 incoming phone calls and 150 e-mails per day, addressing inquiries and resolving concerns• Process, code and input over 100 invoices a month from outside vendors for payment and provide necessary follow through for approval in the ePay/SAP system. Recognized by peers as the expert in this area, training and assisting other administrative assistants.• Process estimates and media authorizations for marketing department along with troubleshooting invoice issues• Manage and order supplies and equipment for organization• Organize meeting details: coordinate- printed agendas, arrange meeting rooms, order food and ensure guest are set-up with internet access• Manage mail into and out of the department through shipping and Federal Express for assigned staff• Nominated and received a Marketing Excellence Award for administrative assistant of the year