Robert Komrek

Experience

• 

  Raymond James

  Apr 2014 - Mar 2021

  • Mitigate risk and proactively work to identify and resolve cash out of balances• Responsible for clearing mutual fund trades that have not settled properly• Sending/Depositing wires from fund companies and maintaining cash in suspense• Responsible for balancing the Fund Serv Bank twice daily • Coordinate education, compliance approvals, marketing needs, registrations and paperwork for transitioning advisors• Act as an extension of the branch office and a liaison to the Raymond James home office departments• Understands and educates new branch personnel on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues • Provide solutions to technology related problems and questions for internal operational employees and Financial Advisors • Address client needs utilizing fundamental knowledge of Financial Applications, Terminology, and Industry standards• Educate branch personnel on policies and procedures relating to operations, compliance, marketing, technology and investment products

  • Mutual Fund Reconciliation Associate

    Mar 2018 - Mar 2021

  • Transition Consultant

    Jan 2017 - Mar 2018

  • Technology Service Center Representative

    Apr 2014 - Jan 2017
• 

  Tru Independence

  Mar 2021 - Apr 2022

  FINANCE OPERATIONS ASSOCIATE

  • Coordinate education, compliance approvals, marketing needs, registrations and paperwork for transitioning financial advisors • Support financial advisors with questions related to performance, account maintenance and service requests

• 

  Spectrum

  Nov 2021 - Jun 2022

  Billing Associate
• 

  Cordant Wealth Partners

  Jul 2022 - Aug 2023

  Client Service Administrator
• 

  Nordstrom

  Oct 2023 - now

  Women’s Shoes Sales Associate