Danielle Tobin
Commonwealth Financial Network
Auburn,MA
12
years of professional experience
Collaborative professional skilled in analyzing challenges and delivering effective solutions. Focused on fostering teamwork and supporting colleagues to achieve goals. Consistently meets performance expectations while enhancing workplace culture and building strong relationships to drive collective success.
Work History
Consulting Reconciliation Specialist
2 Years 4 Months- Identified missing fee payments and incorrect advisor payments, researched held fee payments, corrected fees with record keepers, and ensured accurate future fee payments
- Processed consulting forms and fees accurately, including new paperwork, addendums, and change form submissions to resolve NIGO and held payments.
- Processing scheduled debits, researching and resolving issues with accounts having insufficient funds to collect fees
- Oversaw quality assurance and cleanup projects for consulting payments to enhance accuracy and compliance
- Collaborated with cross-functional teams to resolve variances and improve reporting standards.
- Processing scheduled debits, researching and resolving issues with accounts having insufficient funds to collect fees
- Providing oversight on all quality-assurance and cleanup projects on Consulting payments
- Consulting with Strategic Retirement Solutions as needed
- Reduced financial discrepancies by consistently monitoring and resolving account variances.
Senior Consulting Fee Specialist
10 Years- Advisory Fees representative for the Business Transitions and transitioning advisors
- Collaborated with management to identify and implement process improvements
- Represented Advisory Fees team for Business Transitions, assisting transitioning advisors.
- Processing Wealth Management and Retirement Plan Consulting Agreements and payments
- Currently working with the Compensation and Accounting teams to streamline consulting payments
- Contacting advisor offices to collect missing information
- Work with management on process improvements
- Worked with management to increase efficiency on the team
- Assisted Training team in creating E-Learning modules for transitioning advisors.
- Partnered with Compensation and Accounting teams to streamline consulting payments
- Collaborated with cross-functional teams to streamline financial reporting procedures.
New Accounts Associate
- Maintained and opened accounts in both Commonwealth proprietary tools and FBSI.
- Collaborated with advisor offices to gather and verify missing information for account processing
- Managed onboarding processes for new client accounts, ensuring compliance with regulatory requirements.
- Facilitated communication between clients and financial advisors to enhance service delivery.
- Streamlined account setup procedures, reducing processing time and improving client satisfaction.
Education
Infant/Toddler/Preschool Teacher Certification
Skills
Financial balancing
Transaction oversight
Data matching
Monitoring accuracy
Transaction analysis
Excel
Outlook
Word
PowerPoint
Reconciliation oversight
Cross-functional collaboration
Timeline
Consulting Reconciliation Specialist
Commonwealth Financial Network
04.2024 - CurrentRead More
New Accounts Associate
Commonwealth Financial Network
10.2014 - 05.2014Read More
Senior Consulting Fee Specialist
Commonwealth Financial Network
04.2014 - 04.2024Read More
Cape Cod Community College
Infant/Toddler/Preschool Teacher Certification
Read More