Robin Hussey

Provide dedicated operational and sales support to multiple financial advisors in a fast-paced environment, assisting in all areas of practices including business management, development, planning, relationship management, service and administration. Serve as primary client contact consistently building relationships to truly understand needs and analyze product/service growth opportunities that ensure profitability of portfolio; documenting all interactions. Process all client requests including entering unsolicited trades, asset allocation changes, account transfers, fund transfers, retirement account distributions/contributions, beneficiary designations, performance and research reports, cost basis issues, and all account maintenance while following sound risk management protocols and adhering to regulatory requirements. Monitor all account alerts including restrictions, violations, collateral/maintenance/margin calls, deposits, check declines, suspicious activity while managing all deadlines. Open and manage numerous account types including retail, retirement, annuities, business, custodian, trusts, deceased, structured loans, collateralized loans; preparing and collecting all required legal documentation. Coordinate client meetings, reviews, conference calls, business trips and client seminars, acquiring appropriate compliance approvals when applicable. Attend continuing education courses and workshops.

Provide dedicated operational and sales support to multiple financial advisors in a fast-paced environment, assisting in all ar‐ eas of practices including business management, development, planning, relationship management, service and administra‐ tion. Serve as primary client contact consistently building relationships to truly understand needs and analyze product/service growth opportunities that ensure profitability of portfolio; documenting all interactions. Process all client requests including entering unsolicited trades, asset allocation changes, account transfers, fund transfers, retirement account distributions/contributions, beneficiary designations, performance and research reports, cost basis issues, and all account maintenance while following sound risk management protocols and adhering to regulatory requirements. Monitor all account alerts including restrictions, violations, collateral/maintenance/margin calls, deposits, check declines, suspicious activity while managing all deadlines. Open and manage numerous account types including retail, retirement, annuities, business, custodian, trusts, deceased, structured loans, collateralized loans; preparing and collecting all required legal documentation. Coordinate client meetings, reviews, conference calls, business trips and client seminars, acquiring appropriate compliance approvals when applicable. Attend continuing education courses and workshops.