Melissa Kenner

• Coordinate paperwork essential for account setup and management.
• Collaborate with custodian on efficient paperwork processing.
• Manage CRM database effectively
• Management fee billing for clients.
• Produce and disseminate client quarterly reports.
• Execute client fund transfer requests efficiently and securely.
• Facilitate client compliance with RMD requirements.
• Data backup tasks.
• Bookkeeping tasks.

• Managed paperwork required for account openings and account maintenance.
• I communicated with the custodian regarding paperwork processing.
• Recorded customer data and correspondence within CRM system.
• Meeting documentation and summaries.
• Fulfilled customer requests for fund transfers.
• Facilitated provision of tax documentation to accountants as part of customer service responsibilities.

Developed functional Excel and Visio files to serve as user-friendly engineering tools.

Collaborated with patent attorneys, resulting in successful patent application awarded in 2011.

Supported corporate accounting functions and facilitated various tax reporting activities.

Assisted contracted web designers to enhance project outcomes.

Organized client information, scheduled meetings, and distributed meeting minutes.

Created expense reports and invoices for processing.

Compiled, edited, and published deliverables for U.S. Department of Energy.