Ellen Colletti

• Open E&L accounts
• Performed Wealthscape/Fidelity actions daily, via platform(s)
• Confirm client’s monthly distributions
• CRM tasks as required - experience with such
• Redtail platform duties performed daily; tasks, notes, client follow up, client accounts, appointment’s calendar, etc. - experience with such
• Proficient in Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, Redtail, Wealthscape, CRM, and other platforms as was required
• CMS experience
• 90 Day No Contact calls
• Check in calls
• Follow up with prospects
• Prepare client folders, meeting agendas, appointments
• Oversee client’s files
• Prepare client presentations
• Link accounts to client’s bank E&L
• Handle operational calls; client statements, letters, client’s request for funds.
• Process checks, stock certs., contributions
• Send client tax documents, monthly statements
• Confirmation letters
• Many other financial and other operational duties, as assigned
• Provided superior customer service by responding promptly to client inquiries and requests.
• Developed relationships with clients through regular contact, including phone calls and emails.
• Collaborated with other departments to ensure client satisfaction.
• Maintained accurate records of all client transactions and communications.

PLEASE NOTE: THIS WAS A TEMP POSITION.

• Set organization direction and developed strategies and tactics to fulfill mission.
• Established strategic direction and goals to accomplish objectives.
• Maintained accountability for operational and fiscal integrity, effectively managing designated budget.
• Assessed potential collaboration opportunities to enhance organizational value and improve efficiency.
• C-Suite administrative duties performed for President and Board Members.
• Reviewed and approved annual operating and capital budgets for company.
• Recruited, hired and trained employees on operations and performance expectations.
• Strengthened company business by leading implementation of new projects and procedures.
• Recommended appropriate staffing techniques to meet demands and manage costs.
• Implemented procedures to create competitive advantage in market.
• Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
• Signed and approved budgets for new funding and program initiatives.
• Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.