Maverick Calton

Administrative:

• Coordinate advisor calendars and schedule client review meetings.
• Prepare reports, summaries, and necessary paperwork ahead of meetings
• Process account openings, transfers, and maintenance requests.
• Manage incoming client communications via phone, email, and in-person interactions.
• Maintain accurate client records and documentation within our CRM.
• Coordinate follow-up items to ensure timely completion of client requests.
• Support advisors with administrative tasks to improve efficiency and client service.

Trade Execution:

• Designed and regularly maintained various spreadsheets to track account data and increase efficiency
• Developed systems to ensure proper fiduciary responsibility on P4Z advisory accounts
• Executed necessary trades based on advisor recommendations and using the above systems

Operations / Misc:

• Oversee office inventory and supply management.
• Troubleshoot office technology and operational issues.
• Develop and improve office procedures to increase operational efficiency.
• Assist leadership with operational projects and special initiatives.
• Prioritize multiple projects while meeting deadlines in a fast-paced environment.
• Take ownership of responsibilities beyond the formal scope of the position to support firm operations.

Relevant Coursework

• FNCE 420 - Financial Risk Management
• FNCE 340 - Financial Statement Analysis
• FNCE 300 - Principles of Finance