Lysa Scibelli

• Managed client relationships as primary point of contact, fostering trust through regular communication and personalized interactions. Scheduled periodic reviews to assess financial situations and address inquiries, demonstrating commitment to client satisfaction.
• Client Onboarding: Guide clients through the onboarding process, ensuring all necessary documentation and online access is completed accurately and efficiently.
• Developed deep understanding of service model, identifying opportunities to enhance client experience and improve service delivery.

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.

• Collaborate with internal teams to ensure seamless coordination and execution of client requests and deliverables.
• Supported advisory team in expansion efforts, ensuring effective and organized practice.

Support the Regional Director and 16 financial advisors in the Mid-Atlantic firm and generate weekly financial reports

● Renewed licenses for advisors and scheduled quarterly advisory business reviews to ensure compliance and support client engagement.

● Monitored inbox and responded to advisor requests, consolidating client overviews for efficient communication. Handled firm phone calls and managed incoming/outgoing mail, including monthly birthday and anniversary cards.

● Managed calendar for Regional Director and 4 firm locations, coordinating conference room schedules to optimize meeting availability.

● Coordinate/schedule Lunch and learn monthly marketing days with wholesalers

● Support event prep and planning as needed (career day, company events)

● 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

• Maintain kitchen area, order office supplies and company marketing materials. Contact for building maintenance.

Coordinated and oversaw the seamless transportation of domestic and international shipments imported into Baltimore while serving as the primary liaison for the company.

• Processed and entered all ocean import shipments for military and state department agents into database, monitoring arrival at Port of Baltimore and managing procurement of documentation for alcohol shipments, facilitating customs clearance by forwarding to Broker.

Scheduled and coordinated appointments with agents for timely pick-ups and deliveries.

Obtained and distributed daily proof of deliveries to agents.

Facilitated weekly invoicing and distributed to customers, provided competitive rate quotes for Less Than Truckload (LTL) shipments to Brokers, and delivered customer service daily through phone, email, and in-person interactions.

● 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 lading for both local and long-haul drivers employed by the company.

Arranged airport pickups and oversaw transportation of freight to the warehouse.

Handled high volume of air import shipments from origin to final destination, reviewing reports for compliance with US import regulations and responding to inquiries about imported and exported freight, maintaining detailed transaction records.

Served as an Office Administrator and trusted Personal Assistant to the CEO, 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.

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.

● 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 systems.

● 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