KATIE RUSSELL
Severna Park,MD
Summary
Reliable and organized assistant, excelling in administrative tasks, product knowledge, and client communications. Able to problem solve and think on the fly in fast-paced, deadline-oriented environment.
Overview
3
3
years of professional experience
Work History
Client Service Associate
Scarborough Capital Management
03.2023 - 01.2024
- Assistant to three separate financial advisors simultaneously.
- Produced paperwork for client to sign, and oversaw the processing upon receiving it back.
- Communicated with clients regarding account services, statements, and balances.
- Placed trades/buys on behalf of clients and advisors, rebalanced portfolios.
- Maintained clear and organized notes in the CRM.
Server
Davis' Pub
03.2021 - Current
- Provided timely service to up to 12 parties at once.
- Collaborated with bartenders, food runners, hosts, and managers to provide excellent service under fast-paced circumstances.
- Worked with POS system to place orders, manage bills, and handle complimentary
Client Associate
RBC Wealth Management
05.2022 - 03.2023
- Assisted advisors with servicing clients by completing trades, transactions, handling inquiries, while tending to administrative duties.
- Built and executed wealth strategies based on unique goals and objectives.
- Cultivated relationships with new clients and educated clients on account services and capabilities.
- Produced hardcopy monthly/quarterly reports for householded accounts.
Finance Intern
RBC Wealth Management
01.2022 - 05.2022
- Trained on the wealth management and retirement sector of financial advising
- Assisted the team in creating retirement plans, pulled tax returns for CPAs, and other miscellaneous tasks
- Engaged with client meetings, consult with team members on the wealth management industry, and sat in on seminars.
Education
BBA - Finance
Loyola University of Maryland Class
05.2022
Skills
- Problem Anticipation and Resolution
- Adaptable to Changing Condition
- Strategy Development
- Multitasking and Organization
- Time Management
- Microsoft Office
- Docusign
Relevant Courses
- Financial Literacy
- Data Analytics & Information Systems
- Advanced Financial Management
- Operations Management
- Business Policy
- Managerial and Financial Accounting
Timeline
Client Service Associate
Scarborough Capital Management
03.2023 - 01.2024
Client Associate
RBC Wealth Management
05.2022 - 03.2023
Finance Intern
RBC Wealth Management
01.2022 - 05.2022
Server
Davis' Pub
03.2021 - Current
BBA - Finance
Loyola University of Maryland Class
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