Summary
Overview
Work History
Education
Skills
Timeline
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Brenda Beam

Saint Augustine,FL

Summary

Administrator with 5+ years of experience delivering high-level support to finance teams and clients. Proficient in financial reporting, account management, and compliance, leading to streamlined processes. Demonstrated success in training personnel and protecting sensitive information. Acknowledged for precision and effective problem-solving in fast-paced settings.

Overview

8
8
years of professional experience

Work History

Client Account Specialist

Fragasso Financial Advisors
03.2022 - 09.2025
  • Provided timely administrative support to clients and Financial Advisors, including handling daily transactions while adhering to compliance and regulatory policies
  • Resolved client questions and/or concerns regarding existing or prospective accounts
  • Managed and advised on the proper paperwork required, reviewed documentation for completeness and accuracy, facilitated asset transfers, contacting necessary persons to obtain information to complete final transfers
  • Maintained accurate notes in our CRM (Salesforce); documenting client contact and status of actions to ensure updated files and records
  • Communicated effectively with clients and team members, assuming responsibility for outcomes
  • Enhanced operational efficiency by optimizing workflows

Administrative Assistant

OLD REPUBLIC TITLE
11.2020 - 03.2022
  • Supported client account management processes and financial documentation for compliance readiness
  • Prepared financial reports, reconciliations, and assisted with invoice processing
  • Updated CRM (Salesforce) records and maintained accurate client data

Administrative Assistant

Moore Messina Webb, LLC
12.2019 - 11.2020
  • Provided administrative support to senior accounting staff, including calendar coordination, meeting support, and report preparation
  • Drafted invoices, supported client tax-related reporting, and documented internal workflows
  • Streamlined onboarding for new accounting clients by documenting standard processes
  • Managed high-volume communications including multi-line phone system, daily email and client inquiries

Authorization & Benefit Specialist

Burger Physical Therapy
12.2017 - 12.2019
  • Verified insurance coverage, processed claims, and ensured accurate financial entries in internal systems
  • Resolved escalated issues as the go-to liaison for providers
  • Created templates that improved verification and claim processing efficiency across 15 clinics
  • Provided training, on-boarding, and policy compliance support for new hires
  • Handled up to 200+ client inquiries daily ensuring exceptional customer service

Education

Cosmetology License - undefined

Paul Mitchel The School
01.2011

Highschool - undefined

Nevada Union
01.1995

Skills

  • Organizational skills
  • Microsoft Office proficiency
  • Salesforce and DocuSign expertise
  • Client relationship management
  • Communication skills
  • Professional demeanor
  • Document processing and data entry
  • Financial analysis and reporting
  • Account management

Timeline

Client Account Specialist

Fragasso Financial Advisors
03.2022 - 09.2025

Administrative Assistant

OLD REPUBLIC TITLE
11.2020 - 03.2022

Administrative Assistant

Moore Messina Webb, LLC
12.2019 - 11.2020

Authorization & Benefit Specialist

Burger Physical Therapy
12.2017 - 12.2019

Cosmetology License - undefined

Paul Mitchel The School

Highschool - undefined

Nevada Union

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Brenda Beam