Overview
Work History
Education
Skills
Certification
Timeline
Generic

L. Gretchen North

Old Saybrook

Overview

15
15
years of professional experience
1
1
Certification

Work History

Paraplanner

Jeffrey N. Mehler, CFP LLC
Essex,
11.2021 - Current
  • Upheld accurate tracking of client portfolios and transactions using database system.
  • Processed trades according to client instructions, ensuring compliance and accuracy.
  • Assisted with onboarding of new clients by gathering necessary documentation.
  • Coordinated meetings between advisors and prospective clients to facilitate engagement.
  • Provided administrative support to advisors by scheduling appointments and managing calendars.
  • Engineered Microsoft Excel spreadsheets for client projects, record-keeping and reporting efficiency.
  • Prepared client reports, presentations, and documents as requested by advisors.
  • Resolved customer inquiries rapidly, bolstering retention through impactful communication.
  • Assisted in the preparation of tax returns, assisting clients with required documents and communications with CPAs.
  • Processed invoices, payments, receipts, disbursements in a timely manner.
  • Performed database entry updates to keep information current.
  • Ensured confidentiality and security of client financial records.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
  • Communicated effectively with both internal staff members as well as external contacts such as brokers or vendors.
  • Coordinated with external advisors such as accountants or attorneys when necessary.
  • Employed diverse software systems, including broker software, Advisor Engine and portfolio management tools, to track client information and manage portfolios effectively.

Account Administrator

Oetiker Tool
Branford
10.2020 - 11.2021
  • Collaborated with cross-functional teams to ensure timely delivery of products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Identified needs of customers promptly and efficiently.
  • Worked effectively in team environments to make the workplace more productive.
  • Initiated and maintained relationships with vendors, customers, and other stakeholders.
  • Monitored customer service operations to ensure quality standards were met.
  • Organized and tracked inventory levels for the company's products.
  • Coordinated with other departments to ensure successful completion of projects on time and within budget.
  • Investigated discrepancies between customer orders and vendor invoices for resolution.
  • Assisted customers with inquiries related to product availability or changes in order status.
  • Monitored inventory levels, placing replenishment orders when necessary to maintain stock levels.
  • Coordinated with warehouse personnel regarding shipping schedules for timely delivery.
  • Responded promptly to customer complaints concerning product quality or delivery issues.
  • Communicated with customers to assist with order placement and offer updates on status and shipping.

Account Manager

National Sintered Alloys
Clinton
03.2016 - 03.2020
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Ensured compliance with industry regulations when dealing with clients.
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Developed successful customer relationships to boost sales opportunities.
  • Provided technical support to customers when needed.

Boat Insurance Account Manager

John M. Glover Agency
Essex
02.2010 - 12.2015
  • Worked effectively in team environments to make the workplace more productive.
  • Developed a customer service strategy to ensure the highest level of satisfaction.
  • Assisted clients in selecting appropriate coverage options for their needs.
  • Provided guidance about different types of insurance products available.
  • Maintained accurate records of client information in CRM software system.
  • Identified cross-selling opportunities among existing customers.
  • Advised clients on coverage amounts needed based on individual circumstances.
  • Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.

Education

Master of Science - Psychology

Sacred Heart University
Fairfield, CT

Bachelor of Science - Family Studies

University of Connecticut
Storrs, CT

Skills

  • Industry trend awareness
  • Administrative support
  • Client relationship management
  • Problem solving
  • Trade processing
  • Microsoft Excel
  • Database management
  • Customer service
  • Client onboarding
  • Financial software expertise
  • Critical problem-solving
  • Compliance
  • Tax planning
  • Financial software proficiency
  • Microsoft Excel proficiency

Certification

Financial Paraplanner Certification, F.P.Q.P, 2023

Timeline

Paraplanner

Jeffrey N. Mehler, CFP LLC
11.2021 - Current

Account Administrator

Oetiker Tool
10.2020 - 11.2021

Account Manager

National Sintered Alloys
03.2016 - 03.2020

Boat Insurance Account Manager

John M. Glover Agency
02.2010 - 12.2015

Master of Science - Psychology

Sacred Heart University

Bachelor of Science - Family Studies

University of Connecticut

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L. Gretchen North