Tracy Kellermeyer Email & Phone Number

Durango, Co, Us

At New Heights Solutions, I have worn many hats! I started in 2017 offering Virtual Assistance for financial advisors. I handled a variety of tasks including scheduling meetings with clients, supporting their client onboarding process, completing custodian paperwork, following up on NIGO alerts, and much more. This work allows advisors to focus on growing their business or to spend more time with their families. Whether opening investment accounts or transposing meeting notes, here at NHS we bring a constant mindset of continuous improvement to help advisors and their firms maximize the efficiency of their business processes and technology. We specialize in eMoney, Wealthbox CRM, Redtail CRM, Salesforce, TD Ameritrade Institutional, Charles Schwab, DocuSign, Xero, AdvicePay, Stripe, Quickbooks, Box, Google Drive, Dropbox, and more!I am now handling sales and all operations at NHS. I also hire, train, and manage our team of Virtual Assistants, as well as recruit for any clients who are utilizing our Recruiting Service to hire a full time Client Service Associate.----------------New Heights Solutions, LLC is a practice management and technology consulting firm working virtually with clients across the United States. We provide virtual assistance to financial advisors who want to offload their administrative tasks, improve their technology efficiencies, or select the correct software solutions for their practice. We specialize in serving “fee only” Registered Investment Advisor firms and financial advisors.

Our firm specializes in placing students (undergraduate/graduate/career changer) enrolled in CFP Board registered programs, candidates for CFP® certification, and CFP® practitioners for professional positions (usually 0-5 years experience) that will develop into the lead client planner role within financial planning firms nationwide. Our mission is to help financial planning business owners leverage their time by finding, selecting, and securing quality talent to help them grow, and to ensure that quality new financial planners are able to find employment that fits their unique talents and skills, in pursuit of securing mutual success for the business owner and new planner.

St. Charles, Il

Accountable for supporting our flu staff, and recruiting, staffing and monitoring flu clinics.- Coach and support staff throughout the implementation and duration of the clinics, and resolve escalating issues quickly and effectively.- Contact existing staff members to fill flu clinic staffing needs.- Create & post job listings for unfulfilled flu clinics, and monitor incoming resumes.- Screen prospective candidates via phone interviews.- Ensure new hire paperwork is completed and returned within set timeline.

Aurora, Il

Accountable for 50-125 monthly events and a large client base with unique service and incentive requests.• Served as primary point of contact for all service issues and collaborated with dedicated functional experts to resolve escalating service issues quickly and effectively.• Oversaw implementation, evaluation, and improvement of Optum Biometric programs and services.• Managed client service offerings across biometric health screening (venipuncture, panel C screening) tied to employee incentive programs.• Created client registration websites and monitored throughout the program timeframe.• Supported on a Green Belt Project to decrease the number of setup errors on company registration sites.• Monitored and provided reports analysis and validated invoices for accuracy.• Handled back-end issues such as incorrect billing or missing insurance information.

Altoona, Wi

Coordinated numerous yearly customer events and ensured all operations ran smoothly.• Served as primary point of contact for all client operations year round.• Lead quarterly Wellness Committee meetings to strategize on types of health programs to develop for the upcoming year.• Collaborated with clients to develop yearly event calendars and created staff schedules for each event.• Collected aggregated data on the health of each client’s population and presented a yearly report to the client leadership group.• Created marketing materials such as flyers and emails for clients to promote their health events.• Revised and created new activities for program catalogue in conjunction with the Program Review Committee. • Supervised as needed employees for support in periodic health screenings throughout the year.

Wausau, Wi

Charged with developing and implementing wellness programs for Aspirus employees.• Created marketing pieces and program components comprised of flyers and a newsletter for posting on hospital information boards.• Participated in creating group fitness and health cooking classes including a walking path route for employees to use during lunch break.• Conceived and introduced a wellness challenge program based on the TV show “Survivor.”

Stevens Point, Wi

Participated in a student-operated group to implement and promote health events. • Coordinated outreach activities with a team of health advocates for events such as the Involvement Fair, Alcohol Awareness Week, Sexual Assault Awareness Week, and Homecoming Parade.• Promoted health services to UWSP Freshman Orientations throughout the summer.• Facilitated 1:1 behavior change sessions with clients.• Created a web page on stress management techniques, marketing materials to promote programs/events, and student incentives such as free gift cards.• Instituted events on stress management, exercise, nutrition, tobacco, alcohol, and sexual assault.