Suheil Hernandez

Scheduled appointments for new and existing clients. Prepared reports needed for appointments.

Assisted multiple advisors regularly to help meet financial goals of the company.

Responsible for keeping detailed records of customer accounts.

Processed financial applications for advisors and acted as liaison between all parties involved in the account servicing workflow.

Managed upcoming events for the advisors.

Operational use of CRM (Redtail/Wealthbox) Charles Schwab and Fidelity Investments.

• Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
• Maintained accounting records utilizing in-house and client systems.
• Input high volume of monthly invoices with consistent accuracy.
• Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
• Managed accounts payable and receivables and payroll.

• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Increased sales revenue by developing and implementing effective sales strategies.
• Built long-lasting client relationships through excellent customer service and consistent followups.
• Led a successful sales team by providing motivational coaching and performance-based incentives.
• Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.

• Supervised day-to-day operations to meet performance, quality and service expectations.
• Maintained a clean, safe, and organized store environment to enhance the customer experience.
• Developed strong working relationships with staff, fostering a positive work environment.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.