W Graham Eyster

Experience

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  Thomas Tax & Financial Services

  Jan 2016 - Apr 2017

  Data Entry Clerk

  Performed various office tasks, answered phones, collated files, and received customers. Inputted client tax data into Drake Tax Software for tax preparer. Helped employer with several technological problems, finding solutions that no one else did.

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  Camden National Bank

  May 2017 - Aug 2017

  Summer Teller

  Operated and properly maintained teller window. Assisted 4 branches as a teller while employees were on vacation. Spoke one-on-one and assisted customers with savings and checking deposits, loan payments, and account maintenance. Went above and beyond for customers, assisting in non-banking related issues. Processed, handled, and counted up to $30,000 per day. Identified and stopped $100 worth of counterfeit bills from being deposited

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  ProInfoNet

  Aug 2018 - Jun 2021

  Accounting Assistant

  Consulted hospitals and healthcare facilities on affordable technological solutions. Supported Staff Accountant and Forms Process Coordinator, completing meticulous invoice reconciliations and filing sensitive government forms in a timely manner. Reviewed and verified documents from multiple departments, ensuring compliance.● Consulted 50+ hospitals on technological solutions, saving clients upwards of $70,000 per year.● Reconciled over 2200 invoices and prepared over 900 government forms● Reduced workload by 8+ hours every month through implementing 4 new processes for the accounting team Show less

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  Evergreen Strategic Partners

  Jun 2021 - Aug 2022

  Operations Manager

  Oversaw daily operations in a local RIA firm with 2 advisors and 2 CSAs. Managed cross functional teams developing and streamlining standard operating procedures. Communicated with outside vendors. Continued education and studied for SIE on personal time.● Completed 10+ projects over 14 months, helping streamline the company’s time and processes and saving 40 hours per week.● Built-out automated scheduling system increasing CSA capacity by 500%.**Advisory services offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact info. section above. Evergreen Strategic Partners, NPA and LPL Financial are not affiliated. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.evergreenplans.com Show less

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  Simplicity Ops

  Aug 2022 - Mar 2023

  Implementation Specialist

  Acted as relationship manager for Registered Investment Advisors during their 6-month client engagements focusing on operational efficiency. Improved CRM organization client specific to their needs. Assisted the Lead Coach in all client meetings, taking notes and ensured all follow-up tasks were completed timely. Maintained 8 client engagements simultaneously, seeing all projects through to completion. Served as back-up coach, leading Redtail training calls while Lead Coach was away.● Increased company capacity, seeing 50% increase in revenue.● Built and improved 35+ workflow templates, streamlining client engagement and improving deliverable content.● Completed 12 engagements over 7 months, all gave 9/10 or 10/10 rating on content and execution. Show less

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  MedCrypt

  Jun 2023 - now

  Sales Operations Manager