Service-oriented finance professional with 3 year background in Accounting & Finance. Core
competencies include strategic thinking, providing persuasive communication, fostering
teamwork and empowering others as well as excellent communication and time management
skills. Handles tasks with accuracy and efficiency.
Strategic and financial planning expert
Staff leadership and development
Strength in financial planning
Orion reports expert
Juxure reports expert
ByAll reports expert
Polished communication skills
Microsoft Office Suite expert
Troubleshooting and problem solving
Created training processes for clients portal
Voice over training video
Acquired Series 66 Licensing.
04/2016 to Current
Associate Wealth AdvisorTOTAL WEALTH PLANNING - Blue Ash, OH
Support financial planning, investment and operations teams as needed
Serve as front-line line problem solver for the firm
Train others on internal processes and maintain all systems
Assist in training new hires to ensure they are well versed in all systems
Meet all client needs and begin discussing planning and investment topics
03/2014 to 04/2016
Client Service Administrator/Reporting ExpertTOTAL WEALTH PLANNING - Blue Ash, OH
Develop and maintain relationships with high net worth clients
Act as the primary contact for over 100 clients
Assist clients with all administrative needs i.e.: cash needs, address changes, required minimum distributions and charitable giving.
Answer client phone calls with the highest amount of professionalism and friendliness
Continuously monitor and update the firms portfolio management system (ORION)
Train staff and clients on how to use new client portal and held subsequent training sessions as needed
Developed a script and created a voice over training video for new client portal
Onboard clients to Schwab Alliance
Create custom meeting reports for advisers as the in-office reporting expert
Developed and implemented the new client on-boarding process as the project manager
Prepare all necessary paperwork for new client onboarding and any maintenance paperwork there after
Extremely knowledgeable in financial database systems such as Junxure, Orion, and ByAll Accounts
Prepare all documents for client meetings and assist advisers and managing partners in meetings as needed
Hold client meetings as the lead adviser for multiple clients
Maintain 401k reporting system and resolve any issues that arise.
07/2013 to 03/2014
Accounts Receivable/Accounts Payable SpecialistDYTR STAFFING AND MGMT CO - Loveland, OH
Completed account reconciliations and processed adjustments
Managed vendor accounts
Handled a broad scope of internal processes encompassing the daily management of, billings, collections, reconciliation, general ledger, aging and month end closings with a main focus on accounts receivable functions
Coordinated and processed child support registers and checks
Provided training for new staff in areas such as client relations, system operations and procedures
Knowledge in proprietary software Staff Suite
Excellent Vendor Management Systems knowledge
Knowledge in QuickBooks
Knowledge in Crystal reporting an SAP program Performed billing, payment allocation, collection and activity reporting following established protocols, to tight deadlines
Maintained up-to-date billing system and customer files utilizing QuickBooks
Monitored customer account details and identify and investigate non-payments, delayed payments and other irregularities
Organized recovery system and initiate collection efforts
Collaborated with VP's and upper management team to recover over $80K in outstanding balances.
03/2009 to 06/2013
Manager/Waitress/CashierBLUE ASH CHILI - Cincinnati, OH
Coordinated work schedules, and developed restaurant team Reviewed and monitored.
cash receipts and credit card payments Managed all cash and credit card transactions.
from customers Worked part-time throughout 4 years of college to help with my college.
expenses Trained new staff on all functions of the restaurant.
Bachelor of Science: Finance University of Cincinnati - Cincinnati, OH, USAGPA: Cum Laude GPA: 3.675 Dean's List Academic Achievement Award Consecutive Quarters/Semesters *Member of National Society of Collegiate Scholars *Member of Phi Sigma Theta National Honor Society Finance Cum Laude Dean's List Academic Achievement Award Consecutive Quarters/Semesters Member of National Society of Collegiate Scholars Member of Phi Sigma Theta National Honor Society Community Service Student Tutor, Colerain High School, 2006-2009 Volunteer, Matthew 25 Ministries, 2008, 2009
Attention to detail, Critical Thinking, Client Relations, Data Management, Decision Making, Financial Planning, Focus, Instructing, Listening, Multi-tasking, Negotiation, Operations Analysis, Persuasion, Problem Solver, Speaking, Self-motivated, Time Management