Nathaniel H. Simpson
Monee,IL
Summary
Over three years of professional experience in the Financial Services Industry Experienced in retirement distributions, rollovers and transfer processes. Approved distributions up to $20,000 Experienced in salesforce, data entry, and documentation procurement.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Graduate Enrollment Specialist
Collegis Education
OakBrook, IL
04.2024 - Current
- Conduct conversations with prospective students to assess need, provide program advice and information to students.
- Support student throughout the lifecycle of onboarding process.
- Responsible for managing and updating salesforce CRM database, application paperwork, and follow-up documentation.
- Assisted with the onboarding process by offering support in the form of program handbooks, scholarship tools, and other valuable resources.
- Resolved student inquiries regarding registration and enrollment processes.
- Maintained up-to-date knowledge of changes in college policies, procedures, regulations, and fees.
Marketing Specialist
The Northern Trust Company
Chicago, IL
05.2023 - 03.2024
- Compile responses to complex bid and proposal documents for prospective and existing clients as part of a procurement, rebid or due diligence process
- Complete daily Ad Hoc requests for Relationship Managers and internal sales teams.
- Collaborate with subject matter experts (SMEs), sales representatives, and Relationship Managers to source information to curate comprehensive, compliant, and compelling proposals.
- Run weekly RFP report using macro tools and importing statistical RFP data from excel.
- Review and edit proposal content for clarity, grammar, and adherence to client requirements.
- Maintain accurate records of all proposal activities, including tracking and reporting on proposal status, outcomes, and lessons learned.
- Manage timelines and deadlines for proposal projects.
- Providing weekly status updates.
Asset Servicing Representative
The Northern Trust Company
Chicago, IL
02.2022 - 05.2023
- Research and answer internal/external queries daily.
- Responsible for daily cash management of multiple currencies for domestic/ international portfolios.
- Provide servicing coverage up to 6 different IMs at a time by informing, advising, providing failed trade solutions, and account updates.
- Inform Investment managers of deadlines, trade statuses, corporate action elections and answer general queries.
- Run global and domestic internal control reports daily via Excel and internal software to inform Investment Manager of failing trades and various account movements.
- (Failed Trade Reports and Overdrafts.) Coordinate with investment managers daily regarding client account movement.
- Provide technical support for investment portal issues, escalating to the correct teams.
- Use software including Fundmaster, AIM & Trade Passport to research and reconcile trades/ transactions on accounts for Investment Managers.
- Provide account status reports ranging from transaction details, settle trades, and cash activity reports.
Account Administrator
Millennium Trust Company
Oakbrook, IL
02.2020 - 02.2022
- Receive and process incoming Transfer and Distribution requests.
- Approve disbursements up to $20,000
- Utilize Innovest Systems software to Initiate, track and manage client account information along with asset liquidation and re-registration requests.
- Support department with multiple projects
- Completed Internal User Control Testing for new automation of our Transfer Portal.
- Actively completing company migration of G Drive Files to Microsoft Teams domain.
- Assist and inform clients of paperwork discrepancies, tax implications, and possible steps to be taken to achieve processing.
- Work closely with colleagues to maintain optimum levels of communication to effectively and efficiently review and approve daily disbursements in a timely manner.
Education
Bachelor of Business Finance -
Western Illinois University
Skills
- Client Service/ Asset Servicing Experience
- Technical Trade Support
- CRM - Salesforce proficient
- Experience w/ lifecycle implementations
- Experienced in SAP tools, solutions and features
- Familiar with Agile and Activate methodologies
- Strategic/Design Thinking
- System Environment analysis
Affiliations
Alpha Phi Alpha Fraternity, Inc.
Executive Board Member - Financial Secretary November 2023 - Current
Boys Scouts of America May 2022 - March 2024
Current Mentorship Program Leo High School January 2024 - Current
Certification
- SAP Professional Consulting Certificate (7/30)
- Designing an SAP Solution
- Implementing an SAP Solution
Timeline
Graduate Enrollment Specialist
Collegis Education
04.2024 - Current
Marketing Specialist
The Northern Trust Company
05.2023 - 03.2024
Asset Servicing Representative
The Northern Trust Company
02.2022 - 05.2023
Account Administrator
Millennium Trust Company
02.2020 - 02.2022
Bachelor of Business Finance -
Western Illinois University
- SAP Professional Consulting Certificate (7/30)
- Designing an SAP Solution
- Implementing an SAP Solution
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