Sarah Kindinger

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute & track against client requests
• Communicate with clients daily, addressing their day-today needs in an articulate and professional manner
• Support data input for client prospecting
• Schedule meetings between advisory team & clients
• Input client and advisor requests into Salesforce, track completion
• Retrieve and distribute client statements, tax documents, or other reports
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

• Developed and executed marketing strategies to promote firm services, investment products, and thought leadership.
• Created marketing materials including brochures, presentations, newsletters, and digital content.
• Managed website updates and all social media channels.
• Utilized SEO and digital marketing tactics to increase online visibility and organic traffic.
• Planned and executed client events, webinars, sponsorships, and networking opportunities.
• Coordinated external partnerships and sponsorships with industry organizations.
• Collaborated with internal teams to develop content for multiple marketing channels.
• Ensured brand consistency and compliance across all marketing materials.
• Conducted market research to identify trends, competitor insights, and new opportunities.
• Analyzed marketing metrics and reported on event performance to drive continuous improvement.
• Strengthened client relationships through personalized communication and targeted outreach.
• Monitored client feedback to enhance marketing strategies.
• Worked cross-functionally with compliance to ensure all content met regulatory standards.
• Provided administrative support including budget tracking, supply ordering, and meeting coordination.
• Utilized CRM and various marketing technology tools effectively.

• Led employee engagement initiatives to enhance team productivity, morale, and workplace culture.
• Streamlined internal communication to improve efficiency and cross-department collaboration.
• Coordinated team-building events and departmental initiatives to strengthen teamwork and engagement.
• Acted as a primary liaison between leadership and staff, ensuring clear communication and alignment on priorities.
• Prepared and distributed meeting agendas and minutes; tracked action items and follow-ups.
• Supported budget preparation, expense tracking, and departmental resource coordination.
• Managed executive calendars, travel, and logistics with a high level of accuracy and discretion.
• Maintained strict confidentiality of sensitive departmental and executive information.
• Identified and implemented administrative process improvements to support leadership and operational goals.

• Converted 1,500+ treasury clients to a new Remote Deposit Capture (RDC) platform within six months, ensuring smooth transitions and minimal disruption.
• Served as a subject matter expert for RDC, online banking, and lockbox services, supporting both clients and internal teams.
• Led client onboarding and conversion sessions, guiding users through setup, testing, and go-live readiness.
• Trained clients and internal teams on RDC functionality and best practices, significantly reducing support inquiries.
• Collaborated cross-functionally with Treasury, Operations, IT, and Support teams to resolve conversion and system issues.
• Developed and maintained internal RDC user guides and training documentation to streamline onboarding and knowledge transfer.
• Provided post-conversion support to drive user adoption, satisfaction, and long-term platform success.
• Ensured compliance with banking regulations, security standards, and internal policies throughout all conversion activities.