Heather Graeff

Acts as an administrative liaison between brokers and back-office staff, ensuring smooth workflow across departments throughout each transaction process, handling approximately 300 main accounts for the President of NFS, Inc and numerous outside agents.

• Ensured compliance with industry regulations by diligently monitoring trades executed by brokers within the firm.
• Developed comprehensive financial plans for clients, optimizing asset allocation and minimizing risk exposure.
• Collaborated with team members to develop strategies for boosting company revenue and expanding the client base.
• Conducted thorough research on investment opportunities, providing valuable insights for brokers and clients alike.
• Supported sales efforts by creating compelling marketing materials that showcased the firm''s expertise and services offered.
• Assisted brokers with complex transactions, enabling them to focus on higher-value activities that drove revenue growth.
• Enhanced client satisfaction by effectively managing brokerage accounts and addressing inquiries in a timely manner.

• Input vendor payments and updated accounts to reflect new balances.
• Ensured timely vendor payments by managing invoice processing and expense tracking systems.
• Reduced discrepancies in financial statements through meticulous data entry and record-keeping practices.
• Enhanced financial reporting efficiency with thorough account reconciliations and analysis.
• Supported month-end closing process by preparing comprehensive journal entries and adjusting balances as necessary.
• Maintained accurate financial records on over 75 client companies, contributing to company growth by enabling informed decision-making.
• Managed tax preparation efforts, ensuring compliance with local, state, and federal regulations while minimizing liability exposure.
• Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
• Coordinated with suppliers and carriers to negotiate competitive shipping rates, reducing overall operational expenses.
• Coordinated shipments and tracked progress to facilitate timely delivery.
• Updated and maintained databases to track shipments and inventory.