Melissa Weaver

*Review incoming written mutual fund requests to ensure documents meet legal and compliance requirements

* Process shareholder written requests and quality control of time sensitive cash related items in a timely and accurate manner

* Assist shareholders, brokers and representatives with portfolio review, account assistance, reallocations, tax related review and industry updates while providing excellent customer service

*Assist in delegating daily workflow between employees, provide department stat reports, and provide training and feedback to co-workers

* Curated a committee of individuals across the service center to streamline procedures and improve workflow that has created positive morale between colleagues, increased productivity, decreased company costs and errors, improved service to our representatives, brokers and customers

* Account Project Committee -Committee project member used to trouble shoot, brainstorm and then implement step by step company wide changes to reduce company spending and eliminate expenses