SARAH BADERTSCHER

• Support the Financial Advisor with meeting prep, follow-up items, and day to day branch operations.
• Manage client account inquiries, and provide timely resolutions.
• Manage multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
• Track and facilitate incoming assets, coordinating with clients, other financial institutions, or internal partners to ensure a seamless process.

Leadership Involvement:

• Region 297 Adoption and Delivery Key Leader CST- current
• CST Adoption and Delivery Leadership Team members ins 2025
• Salesforce Trailblazer/Champion for Region 297 in 2023/2024

• Assisted Financial Advisor in meeting preparation.
• Generated investment account paperwork and tracked each case to completion.
• Tracking of all incoming assets.
• Developed life insurance proposals for client meetings.
• Tracked progress of life insurance applications.
• Responded to customer questions via phone, email, and in-person.

• Managed all cash transactions in and out of the vault, ensuring accurate records and security.
• Ensured that all audits were done on time each month.
• Answered customers questions on the phone and in person.
• Completed monthly audits on schedule, maintaining compliance with regulatory standards.