Natalie Stejskal
Sherwood,OR
Summary
Dynamic platform management professional with extensive experience at Mariner Wealth Advisors LLC, excelling in advisor onboarding and issue resolution. Proven track record in enhancing client services and developing training materials. Skilled in data management and critical thinking, driving operational improvements and ensuring optimal user experiences across technology platforms.
Overview
14
14
years of professional experience
Work History
Manager, Platform Management
Mariner Wealth Advisors LLC
09.2023 - Current
- Handle escalated issues and service requests from financial advisors related to tech support for all of our primary applications in the advisor platforms: Orion, Black Diamond, Envestnet, and Hidden Levers.
- Identify advisor needs, clarify information, research issues, and provide appropriate recommendations, solutions, and training.
- Stay up to date on advisor platform system releases, new features, bugs, and prepare updates for the firm.
- Help to assimilate and track data used to report on advisor participation rates in training programs, and utilization rates for our technology.
- Troubleshoot and resolve technical issues related to the technology platforms to ensure a smooth onboarding process and an optimal advisor and end-client experience.
- Actively participate in the development and enhancement of training materials and resources for our tech stack.
- Work with the team to evaluate our technology offering, and assist with identifying and implementing improvements.
Senior Associate, Platform Management
Mariner Wealth Advisors LLC
07.2022 - 09.2023
- Manage inbound calls, emails, and/or service requests from financial advisors related to tech support for our primary application in the advisor platform, Orion.
- Provide technical guidance and support to advisors during the onboarding and implementation processes.
- Develop a deep understanding of our advisors' needs and business processes.
Senior Associate, Client Services
Mariner Wealth Advisors LLC
01.2022 - 07.2022
- Provide operational and administrative support to wealth advisors in order to provide an excellent client service experience.
- Manage various tasks and projects simultaneously, prioritizing them as needed.
- Establish client relationships, and respond in a timely manner to service requests.
- Assist with the firm’s transition in our acquisition of Mariner Wealth Advisors by completing billing and data management tasks in Orion during the interim.
Operations Coordinator
Cascadia Advisory Services
06.2018 - 01.2022
- Oversaw the day-to-day firm operations at our corporate branch office.
- Handled any needs related to the building, office equipment, supplies, firm announcements, and planned company events.
- Administrator and support for phone systems, computers, printer/scanners, servers, and platform management systems, including Orion, Redtail, Veo One, Adhesion, and Microsoft Office.
- Billing Manager – ran our billing system using Orion, created client invoices, reconciled third-party manager receivables, processed advisor payouts, and generated payout reports.
- Orion Administrator – self-managed role in Orion, our reporting and billing platform. I managed and maintained all aspects within the platform. Tasks included, but were not limited to, creating custom fields, reports, setting up client portal preferences, creating and setting billing fields, setting up custodial data feeds and integrations, managing users, and troubleshooting issues for our firm while working with Orion team members as needed. I maintained our firm’s instance in Orion by processing account closures, setting up new accounts, updating products and pricing, running data audits, forecasting bills, cash funding reports, and confirming that data downloads and feeds were up to date.
- Implemented policies and procedures, supporting integration between multiple office locations while meeting the needs of very individualized businesses from each independent advisor.
- Worked closely with the Managing Principals, HR Department, and Managing Director, being a liaison to support staff, implementing workflows into our daily business practices to achieve a higher standard of support for our clients.
- Assisted with advisor and client service associate onboarding and offboarding. This included reviewing resumes, running background checks, handling interviews and reviews, and giving them access to, and training them in, our business systems.
Executive Assistant
Cascadia Advisory Services
08.2017 - 06.2018
- Provided firm-level support to all the advisors and support staff in operations with the Chief Compliance Officer/Directing Manager.
- Trained new client services associates.
- Administrative tasks such as filing, faxing, emailing, answering multi-line phones, and uploading documents for a variety of data management platforms, while maintaining strict confidentiality.
- Oversaw branch compliance uploads, including correspondence, trade blotters, new business, and compliance surveys.
- Provided coverage for our receptionist when needed.
- Created firm-level forms and spreadsheets.
Claims Manager/Business Development
Key Kleaning Service
06.2011 - 08.2017
- Received property claims in the fire and flood industry from insurance companies, contractors, business owners, and homeowners.
- Dispatched emergency service crews for fire or water mitigation services, and scheduled quality control appointments, being the primary contact person for any customer-related concerns or questions.
- Learned industry requirements, implementing, and training crews to use them in the field.
- Utilized industry-required software programs to provide documentation in processing insurance claims and bills.
- Acquired business and established industry relationships through marketing techniques.
- Provided practical business solutions in the field and in the office to optimize the company’s everyday business functions, to set our company apart from others in the industry.
- Office administrative tasks such as filing, faxing, emailing clients, running background checks on existing and new employees, scheduling medical vaccinations, and other employee-required appointments, creating spreadsheets and reports for insurance billing, purchasing office supplies, and assisting with account receivables.
Education
Medical Management -
MTI Business College
Stockton, CA04.2004
Diploma -
Turlock Freedom High School
Turlock, CA01.1999
Skills
- Data management software
- Client services
- Business management
- Records management
- Appointment setting
- Multi-line telephone techniques
- Microsoft Office
- General office equipment
- Billing
- Data entry
- Sales and Marketing
- Issue resolution
- Advisor onboarding
- Project management
- Critical thinking
- Attention to detail
- Time management
- Operations management
- Verbal and written communication
- Staff training and development
- Customer relationship management (CRM)
- Policy and procedure development
Timeline
Manager, Platform Management
Mariner Wealth Advisors LLC
09.2023 - Current
Senior Associate, Platform Management
Mariner Wealth Advisors LLC
07.2022 - 09.2023
Senior Associate, Client Services
Mariner Wealth Advisors LLC
01.2022 - 07.2022
Operations Coordinator
Cascadia Advisory Services
06.2018 - 01.2022
Executive Assistant
Cascadia Advisory Services
08.2017 - 06.2018
Claims Manager/Business Development
Key Kleaning Service
06.2011 - 08.2017
Medical Management -
MTI Business College
Diploma -
Turlock Freedom High School
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