Accounts Administrator/client Services Representative
Instrumental in the acquisition of a $7 million asset account due to exceptional customer service. Directly supported the most successful four-person wealth management practice group in the branch with over $500 million in assets under management
- Established contact with high net worth individuals and responded to account inquires
- Effectively ensured accurate entry for equity and fixed income orders and that margin calls were honored
- Collaborated with clients' accountants to reconcile 1099s to reflect accurate gains and losses
- Generated daily performance reports including custom asset allocation analysis reports, client presentations
- Opened new accounts and matched clients' specific needs to products offered. Maintained accounts including security/asset movement and balanced account errors
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Registered Accounts Administrator
Served as key liaison between high net-worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis
- Led investment initiatives for high net-worth Latin American clients with team of financial advisors by conducting
- Executed high volumes of equity, fixed income, derivative, & mutual fund trades in a high-stress environment
- Augmented net commission revenue by at least $2,000/day; handled an average of 15+ trades daily
- Helped drive investment opportunities and grow assets under management by maintaining spreadsheets and production metrics
- Served as team's broker by tactically positioning investment products to clients during daily outbound calls
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Accounts Administrator
Developed marketing and educational materials for gap insurance Profit Option
- Implemented convenient and cost-effective distribution of marketing material;
- Instructed and managed 125 general agents and direct sales employees in 42 states
- Stimulated the department's revenue from $50,000/month to $550,000/month in 6 months
- Ensured proper installation of program for multi-million dollar companies; provided
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Registered Accounts Administrator
Served as key liaison between high net-worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis
- Led investment initiatives for high net-worth Latin American clients with team of financial advisors by conducting
- Executed high volumes of equity, fixed income, derivative, & mutual fund trades in a high-stress environment
- Augmented net commission revenue by at least $2,000/day; handled an average of 15+ trades daily
- Helped drive investment opportunities and grow assets under management by maintaining spreadsheets and production metrics
- Served as team's broker by tactically positioning investment products to clients during daily outbound calls
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Human Resources Coordinator / Payroll & Accounts Administrator
Addressed employee relation issues, work complaints, or other employee concerns
- Arranged for in-house and external training activities
- Conducted exit interviews and ensured completion of necessary employment termination paperwork
- Developed or implemented recruiting strategies to meet current or anticipated staffing needs
- Managed life cycle of payroll process for approximately 40 employees valued at $50,000 per week, from collecting and validating employee timesheets to processing payroll and paying payroll taxes
- Processed payroll deductions such as child support garnishments and 401K deductions
- Oversaw and controlled all accounts payable responsibilities, and managed 941 tax duties
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Key Accounts Administrator
Supported Director and Manager in presenting written and electronic presentations;
- Secured samples, reviewed proofs, and otherwise supported KADs and KAMs in incorporating changes and developing new products for key accounts;
- Maintained current contract and account information for all key accounts;
- Assisted in planning and preparation for trade shows/conventions and customer visits andmeetings.
- Prepared standard and customized reports for KADs and KAMs tracking account activity.
- Responded to questions from Brand Services Teams regarding product or administrative specifications for key accounts.
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Assistant Accounts Administrator
Performed accounting tasks and client support services for defined contribution plans.
- Completed daily processing and accounting for 401(K) employee trust accounts for 8 major clients.
- Prepared daily, monthly and annual reconciliation for assigned accounts ensuring accuracy and compliance within the established accounting guidelines.
- Identified, researched and resolved account discrepancies, communicating same to management.
- Mailed monthly account statements for clients review guaranteeing that clients possessed an accurate, up-to-date understanding of transactions.
- Assisted with coverage for other accounts and projects as needed, maintaining strong, collaborative relationships with clients and internal co-workers.
- Provided training and support to new account administrators.
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Accounts Administrator
Worked with the Managing Partner of a law practice to reduce outstanding Accounts Receivables.
- Paid monthly operating expenses, Accounts Payable, drafted checks and reconciled bank accounts.
- Audited and updated existing Accounting systems with recommendations for improved financial efficiency.
- Calculated current and outstanding Income Taxes for Attorneys and firm. .
- Eliminated 3-year backlog of outstanding taxes.
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Executive Accounts Administrator
Performed executive and administrative duties and provided technical guidance on administrative matters to other personnel.
- Provided multi level support to two organizations of the company.
- Wide knowledge of system generated reports and data in SalesForce
- Managed over 100 customer accounts and billing processes, along with new clienteles.
- Maintained and established relationship with individuals in the industry.
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Accounts Administrator
Reviewed all incoming accounts, created new account records and updated existing records
- Managed databases of client details, including contacts, transfer of assets and deposits
- Tracked and reported assets and delivered weekly reports to the Investment Committee
- Handled all incoming client checks for scanning, logging and overnight mailing to custodians
- Followed up on client accounts, transferring assets and checks and updated custodian database
- Provided assistance to the operations department in maintaining client accounts
- Created digital templates and implemented new procedures for the Client Services Team to generate detailed account records, log and track all terminating accounts
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