Danielle Derieg

Developed and maintained a strong network of clients through referrals, networking events, and online marketing strategies. Conducted market research to accurately price properties and provide clients with competitive analysis reports. Created compelling property listings with high-quality photos, detailed descriptions, and virtual tours to attract potential buyers. Negotiated contracts and terms of sale on behalf of clients to ensure favorable outcomes for both parties involved. Collaborated with mortgage lenders, home inspectors, and title companies to facilitate smooth transactions for clients. Assisted first-time homebuyers in understanding the process of purchasing a home from start to finish. Managed all aspects of the listing process including staging recommendations, photography coordination, and marketing materials creation.

Coordinate client meetings, including assisting each Financial Planner with meeting preparation, and participation in client meetings to support completion of paperwork, demonstrating that you are an integral part of the client experience, greet clients in a professional and friendly manner; build and nurture the client relationship, provide superior client service by handling all incoming client requests, prepare appointment documentation, review and mailing materials as requested by the Financial Planner, monitor client account activity, research and resolve issues, and follow-through to ensure client's needs are met, prepare and review all new account paperwork to ensure documents are complete and in good order, help clients initially access the online Client Portal, monitor and initiate action on daily custodial alerts and assigned tasks, partner with Operations Department to execute investment trade orders, verify accounts are traded into the correct model and provide trade assistance as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected, create, maintain, and track an RMD list utilizing internal and custodian solutions, run and send out performance reports using the firm's IT systems, analyze reports to determine the appropriate action to be taken on behalf of client accounts, make proactive use of technology to streamline client interactions, document key client milestones and/or important data into systems that will assist in future client interactions, identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures, prioritize work related to client assets to ensure all deadlines are met, maintain risk awareness and compliance with all corporate and regulatory standards, comply with all continuing educational requirements, support the firm's initiatives, assist with any company-wide projects or activities, and attend functions as needed, participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented, open, review, and appropriately distribute incoming mail, order supplies for the office via applicable approved vendors, collaborate with Facilities to maintain building key cards, parking validations, and log, ensure all office spaces visible by clients are tidy and organized, general office management and other ad-hoc duties as assigned.

In charge of ensuring weekly freight payments to all carriers through the Keywill system, sending out emails with outstanding reports to all carriers weekly, closing sales week each Monday, clearing out all charges that are not posted, deletion of loads that are not correctly entered, updating the weekly fuel surcharge, input of the OS&D report, spreadsheets, monthly reporting and closing of the Walmart account for all plants and corporate office, monthly freight and copack accounting and closing for the period, answering freight related phone calls, providing audit information, setting up new carriers in all systems and with corporate personnel, backup for the inventory warehouse accountant with credit memos.

Publish a Daily Management Plan of the Day, coordinating the signing and filing of completed plans on specified electronic drives, compile the weekly and monthly management reports, assist in preparation and tracking requirements for monthly management meetings, indicators and other contract deliverables, set up and manage files both electronically and hard copy; performing document scanning and archiving, document control and engineering drawing distribution and tracking, maintaining the current drawing and spec's packages, receiving and issuing drawings, stamp, log and distribution to field personnel and contractor, set up and maintain the site Request for Information (RFI), Submittal, and Condition Report Logs. Route the RFI's, submittal and maintain the document archiving on specified drives, track responses, issue updates and monitor due dates. Host/Attend a weekly RFI/SUB call with contractor and engineer, perform general clerical functions, such as tending phones, copying, filing, faxing, receiving project attendance sheets, etc.

Close monthly financials, account for all monthly bills paid out, attend and report on all monthly board meetings, prepare taxes for employees, supervise yearly audits, prepare State and Federal reports due throughout the year, prepare hospital finance information and annual budget, assist Human Resource Department, in charge of any financial paperwork associated with pay raises.

Payroll, bill payments, minutes for Board of Education monthly meeting, prepare taxes for employees, State and Federal reporting, Food Service reporting, supervised yearly audits, communicated with district personnel and stakeholders, in charge of paying district taxes and communicating with the IRS, prepared school financial information and annual budget, closed books for accounting each month, made all financial deposits, representative for Blue Cross Blue Shield, Aflac, KPERS, and all other benefits.

Receptionist duties, prepared morning inventory on a daily basis, prepared paperwork for trucks that carried product, prepared paperwork that allowed product to be transferred into other countries, responsible for petty cash.