Cynthia Williams, FPQP®

Experience

• 

  Ag Partners L.L.C.

  Aug 2016 - Apr 2017

  Bookkeeper

  Prepared customer grain contracts, settlements, and issue grain settlement checks then updated contracts with settlement information and filed appropriately or forwarded to correct location. Responded to customer inquiries at the counter and over the phone regarding statements, sales, bids, grain contracting, grain offers and options, and historical account history. Weighing incoming and outgoing loads at scale, recording grades, inputting scale tickets and filing tickets. Invoiced outgoing grain and prepared/inputted grain transfers. Balanced cash drawer on a daily basis. Assisted with safety and environment programs as assigned by EHS Director. Show less

• 

  Taatjes Financial Group

  Aug 2017 - now

  Responsible for the overall client experience whether the client calls in to make an appointment, speak with an advisor or arrives for a meeting. Answering the phone and helping clients with questions or connecting them with the correct financial advisor for their unique needs. Also, preparing meeting paperwork for upcoming meetings with financial advisors and speaking with our outsourced business managers to ensure paperwork and other outstanding items are delivered as needed.

  • Director Of Client Services | Registered Representative

    Mar 2021 - now

  • Financial Services Assistant | Registered Representative

    Nov 2018 - now

  • Director of First Impressions | Receptionist

    Aug 2017 - Nov 2018