Experience

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  Cambridge investment research, inc.

  Oct 2019 - Jan 2023

  Business specialist

  Streamlining and maintaining clean workflows across teamsUpdating and maintaining internal notes in a data tracking systemProcess high level request through conducting research and performing detailed analysisData analysis to create reports on risk and quality

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  Lpl financial

  Jan 2023 - now

  Lead a team consisting of an admin consultant as well as an associate admin. Delegating tasks, and confirming clear and concise work is being completed. Daily direct communication with advisors and clients through a dedicated, toll-free number and by pro-active outreach to the advisorResearch complex situations set client expectations, and define the actions necessary, to resolve inquiriespromptlyCommunicate with LPL service departments to ensure client's expectations for timely servicedelivery are metCRM management and assist the advisor in preparation for upcoming client meetings (i.e., paperwork, requirements, etc.)Provide daily recaps to the advisor summarizing work completed and outstanding Show less Daily direct communication with advisors and clients through a dedicated, toll-free number and by pro-active outreach to the advisorResearch complex situations set client expectations, and define the actions necessary, to resolve inquiries promptlyCommunicate with LPL service departments to ensure client's expectations for timely service delivery are metCRM management and assist the advisor in preparation for upcoming client meetings (i.e., paperwork, requirements, etc.)Provide daily recaps to the advisor summarizing work completed and outstanding Show less Daily direct communication with the lead admin, and at times the financial advisor. Complete daily tasks accurately and efficiently in a timely manner and communicate with the admin. Utilize the Admin Solutions task management system for tracking purposes. Work in a team setting to ensure tasks are completed. Working under the direction of the lead admin to complete operational and administrative tasks such as:o Move money requestso Opening new accountso Transferso Requesting distributions Show less

  • Team Lead Admin Consultant

    Oct 2023 - now

  • Admin Consultant

    Apr 2023 - Oct 2023

  • Office Administrator

    Jan 2023 - Apr 2023