Laura Kemp

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Placing trades for Financial Advisors and clients
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

• Utilized differentiated instruction strategies to accommodate the diverse learning needs and styles of each student in the classroom.
• Prepared instructional materials, ensuring all resources were easily accessible for both teachers and students during lessons.
• Assisted lead teacher with lesson planning, incorporating age-appropriate materials and engaging content.
• Encouraged creativity, curiosity, and critical thinking among students through a variety of engaging projects and interactive lessons.