Tracy Boekeloo Email & Phone Number

Portage, Mi, Us

Portage, Michigan

Kalamazoo, Mi

• Oversee all current state registrations, insurance licenses, and carrier appointments for the organization. • Prepared engaging financial planning presentations for the partners of the firm and provide wide-ranging partner administrative support by scheduling and coordinating meetings, processing, and communication.• Coordinate and oversee various highly visible, large scale client events, including a car show, golf outings, and theatre-related events. • Maintain accurate, detailed client records utilizing the Redtail Technology CRM and manage all client account transactions, including model balancing, trades, withdrawals, and purchases through Wealthscape and DST Vision.

Portage, Mi

• Maintained the financial budget, accounts payable and receivables, and advisor invoicing in addition to administering bi-weekly payroll and quarterly fee distribution for the advisors.• Oversaw the current state insurance licensing and carrier contracting, produced monthly and annual sales reports, and served in a backup support role for securities administrator and receptionist.• Maintained accurate, detailed employee and advisor personnel files, led new hire orientation, and developed and implemented the employee handbook and current job procedures.

• Successfully managed all daily operations of the office in addition to customer service and corporate communication.• Delivered an exceptional level of customer service designed to drive increases in client satisfaction, loyalty, and referral business. • Developed and implemented a new advisor training manual to drive increases in both individual and team performance and created and maintained bookkeeping procedures and client service standards.