Denise Kaeser
Cincinnati,OH
Summary
Enthusiastic Paraplanner with success managing client relationships and analyzing financial information. Willing to work hard, learn quickly, and take on any challenge to advance.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Paraplanner & Relationship Manager
Clarify Wealth Management
Cincinnati, OH
03.2013 - 07.2024
- Utilized a variety of software systems including CRMs and portfolio management tools in order to track client information and manage portfolios efficiently.
- Participated in continuing education programs relevant to paraplanning duties in order to stay abreast of industry developments.
- Assisted with meetings by gathering materials, reports and presentations.
- Created detailed reports outlining event planning progress, timelines, budgets, and other relevant information.
- Provided on-site support during the day of the event including problem solving if necessary.
- Managed on-site event staff and volunteers, providing training and supervision to ensure high levels of service.
Administrative Assistant
Derringer Company
Cincinnati, Ohio
12.2008 - 11.2010
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Managed database systems containing customer contact information.
- Followed up regularly with debtors until full balance is paid off.
- Initiated outbound calls to customers with delinquent accounts.
- Processed payments and updated account information in the system.
Office Manager
Shared Vision Advisors
Cincinnati, Ohio
06.2001 - 11.2008
- Provided administrative support to management team including preparing reports and presentations.
- Maintained filing system for records, correspondence and other documents.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Responded to customer inquiries via phone or email in a professional manner.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Ordered supplies and equipment to maintain adequate inventory levels.
Executive Administrative Assistant
Resonate, Inc.
Cincinnati, Ohio
10.1998 - 06.2001
- Answered incoming telephone calls from internal and external customers promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner.
- Organized and maintained executive calendars, scheduled meetings, conferences, travel arrangements, and appointments.
- Greeted visitors upon their arrival; directed them to the appropriate destination or person; provided general information about the organization when necessary.
- Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
Education
Early Childhood Education - Business/Early Childhood Education
Butler County Tech School
Fairfield Ohio 12-1991
High School Diploma -
Lakota High School
West Chester Ohio 05-1991
Skills
- Research and analysis
- Money transfers
- Financial plans
- Customer Relations
- Due diligence
- Notary
Certification
- Notary since 2001
- Registered Paraplanner since 2015
References
References available upon request.
Timeline
Paraplanner & Relationship Manager
Clarify Wealth Management
03.2013 - 07.2024
Administrative Assistant
Derringer Company
12.2008 - 11.2010
Office Manager
Shared Vision Advisors
06.2001 - 11.2008
Executive Administrative Assistant
Resonate, Inc.
10.1998 - 06.2001
Early Childhood Education - Business/Early Childhood Education
Butler County Tech School
High School Diploma -
Lakota High School
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