Leah Deeke

Wells Fargo Advisors

08.2006 - 06.2024

Act as a 'floater' for our department; assuring everything gets done when we are short staffed, or team members are on vacation
Use tasks lists to process reports and payments including Survivor Options
Assist Financial Advisors, Bankers and Clients with questions regarding securities including CD/Bond redemption, accrued interest, survivor options, reorg actions, restricted securities, dividends, new accounts, advisory products, Escheatment procedures, 401 k - IRA rollovers, Escheatment Laws pertaining to various states, and mutual funds
Research items using programs such as UPCS, Lexis Nexis, Agent Desktop, DTC, Bloomberg, Prospectus, EMMA websites
Work with Smart Station, Beta, Bloomberg, Champ, Infomax, Microsoft programs including OneNote, Word, Excel, and Access
Build databases using OneNote to better assist processing workflow functions
Process departmental quality control checks
Search for client contact
Respond to emails and phone calls from clients and advisors regarding escheatment
Research Abandoned Accounts and located clients
Account Reconciliation, which includes processing fails with contra firms and reconciliation of internal accounts
COMMUNICATION Good written and verbal communication skills
Confident, articulate, and professional speaking abilities
Empathic listener and persuasive speaker
Writing creative and factual
Speaking in public, to groups, or via electronic media
Excellent presentation and networking skills.