LYSA SCIBELLI
Nottingham,MD
Overview
13
13
years of professional experience
Work History
Client Relationship Manager
P3 Wealth Advisors -Prudential Financial
Hunt Valley, MD
05.2025 - Current
- Supporting an advisory team as it continually expands, ensuring the continuation of an effective, efficient, and organized practice.
- Client Onboarding: Guide clients through the onboarding process, ensuring all necessary documentation and online access is completed accurately and efficiently.
- Ownership of Service model:Develop and maintain a deep understanding of our service model, including our offerings, processes, and procedures. Proactively identify opportunities to enhance the client experience and improve service delivery. Collaborate with internal teams to ensure seamless coordination and execution of client requests and deliverables.
- Collection of Assets: Actively engage with clients to gather information on their financial assets, liabilities, and investment preferences. Facilitate the transfer of assets and accounts as needed, ensuring a smooth transition process for clients. Monitor asset transfers and account openings to ensure timely completion and accuracy.
- Calendar/Relationship Management: Serve as point of contact for assigned clients, building strong rapport and trust through regular communication and personalized interaction. Scheduling periodic reviews with clients to assess their financial situation, review progress towards goals, and identify any changes or adjustments needed. Address client inquiries, concerns, and service issues promptly and effectively, demonstrating a commitment to client satisfaction.
Sales Support Administrator
Prudential Financial
Hunt Valley, MD
08.2024 - Current
- Support the Regional Director and 16 financial advisors in the Mid-Atlantic firm.
- Generate weekly financial reports
- Calendar management for the Regional Director.
- Manage Office calendar for 4 of our locations and conference room scheduling.
- Renewing licenses for advisors
- Schedule business reviews quarterly
- Recruit new employees to the firm from Indeed, LinkedIN, and other sources. Set up interviews and follow through with the onboarding process. Order technology and employee badges.
- Support event prep and planning as needed (career day, company events)
- Coordinate/schedule Lunch and learn monthly marketing days with wholesalers.
- Monitor inbox and respond to requests from advisors, pulling consolidated overviews on clients and emailing to appropriate advisors.
- Maintain kitchen area, order office supplies and company marketing materials.
- Contact for building maintenance, keep the lobby area clean and in order for visitors.
- Handle Incoming/outgoing UPS and US mail.
- Mail out monthly birthday/anniversary cards for employees.
- Answer incoming phone calls to the firm.
Air & Ocean Import Coordinator
Mid Atlantic Port Service
Baltimore, MD
01.2019 - 05.2024
- Coordinate and oversee the seamless transportation of domestic and international shipments imported into Baltimore while serving as the primary liaison for the company.
- Accurately process and enter all ocean import shipments destined for military and state department agents into our database, diligently monitoring their arrival at the Port of Baltimore.
- Manage the procurement of necessary documentation for alcohol shipments from customers, facilitating customs clearance by promptly forwarding them to our Broker.
- Efficiently handle a high volume of air import shipments from their origin to final destination, reviewing reports and ensuring compliance with US import regulations prior to their entry.
- Respond to email inquiries regarding imported and exported freight across the US, maintaining meticulous records of all transactions.
- Schedule and coordinate appointments with agents for timely pick-ups and deliveries within specified timeframes.
- Maintain daily communication with truck drivers to facilitate smooth pickups and deliveries.
- Manage the weekly payroll process for company container drivers.
- Accurately generate a high volume of truck bills of ladings for both local and long-haul drivers employed by the company.
- Obtain and distribute daily proof of deliveries to agents.
- Facilitate weekly invoicing and ensure timely distribution to relevant customers.
- Provide competitive rate quotes for Less Than Truckload (LTL) shipments to Brokers via email.
- Deliver exceptional customer service daily through various channels, including phone, email, and in-person interactions.
- Arrange for airport pickups and oversee the transportation of freight to our warehouse as needed.
- Serve as an Office Administrator and act as a trusted Personal Assistant to the CEO as needed, handling various administrative tasks with professionalism and discretion.
- Maintain and manage the procurement of office supplies to ensure seamless operations.
- Provide invaluable support in planning company events and parties.
Executive Administrative Assistant
MedStar Family Choice
Baltimore, MD
02.2017 - 12.2018
- Provided administrative support to the Vice President of Economics & Administration.
- Maintained calendars and conference room scheduling.
- Attended management meetings, took meeting minutes, and transcribed notes for distribution.
- Organized agendas and prepared various documents, correspondence, memos, and denial letters.
- Placed lunch orders and set up conference rooms for meetings.
- Ordered office supplies weekly for all departments.
- Managed purchase orders, check requests, and expense reports for the finance department.
- Maintained all office equipment and served as the point of contact for help desk tickets.
- Assisted with new employee onboarding, terminations, or changes related to new employee setup, office equipment setup, badge activation/deactivation, telecommuter access, etc.
- Maintained/updated databases and processed payroll through API system.
- Provided backup support to the front desk and the Quality and Outreach Department as needed.
Patient Access Specialist
Johns Hopkins Community Physicians
Baltimore, MD
02.2013 - 05.2016
- Received inbound contact (calls, emails, faxes, etc.) from patients requesting services within JAMI for over 100 Physicians, ensuring to provide high quality customer service.
- Coordinated appropriate scheduling for assigned specialty services within the department.
- Maintained patient demographic and insurance pre-registration information in appropriate departments.
- Assisted patients with information on Physicians, directions to locations, and educational materials.
Education
High School Diploma -
Greater Grace Christian Academy
Baltimore, MD06-1994
Skills
- Microsoft Office Suite (Word, Excel, Outlook), API, and various proprietary based systems Salesforce
Timeline
Client Relationship Manager
P3 Wealth Advisors -Prudential Financial
05.2025 - Current
Sales Support Administrator
Prudential Financial
08.2024 - Current
Air & Ocean Import Coordinator
Mid Atlantic Port Service
01.2019 - 05.2024
Executive Administrative Assistant
MedStar Family Choice
02.2017 - 12.2018
Patient Access Specialist
Johns Hopkins Community Physicians
02.2013 - 05.2016
High School Diploma -
Greater Grace Christian Academy