Elizabeth Leber

• Assisted the Financial Advisors in the processing of all paperwork related to new business and service needs needs of existing client portfolios.

• Administrative processing of cash, securities, mutual funds, insurance and retirement funds as well as estate processing.

• Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
• Relationship building and business development through product promotion, market mailings

• Provided full administrative & operational support for two Financial Advisors to include completion and/or review of forms. It was my job to assist them to work more efficiently.

• Gathered information in the opening of accounts and provide service to incoming client requests,review accounts for TOD, ACH, maturing securities, etc. Track money in/out. Also provided tax documents,statements and other forms as needed.

• Managed account setup from submission to completion

• Acted as Liaison between client and Annuity companies for contract service requests

• Traded Mutual funds as needed to raise cash for money movement requests

• Tracked Req Minimum Distributions in both brokerage and Annuity contracts

• Handled the implementation of systematic payouts and activity follow up

• Created and maintained basic excel spreadsheets in relation to business tracking and the use of CRM fora multitude of client lists and tasks

• Use of outlook for email and appointment scheduling