Experience

Gardey Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Associate

  • Dec 2016 - Present

  Current and past responsibilities include: Regular communication with clients to assist with new account openings, account transfers, providing or requesting documents, assisting with client portal login, bill payments, contact updates and problem solve individual issues as needed. Administrative tasks include meeting preparation, auditing of accounts, preparing annual accountings, calculating and recording effective tax rates, preparing letters and miscellaneous reports, scheduling meetings and monitoring cash reports. Trading responsibilities currently involve placing and/or reviewing trades in retirement accounts, including full rebalance or one off trades via. Utilization and maintenance of client tasks within our CRM - Redtail - update client information, track activities and workflows, update activity and workflow templates as needed. Assist with tasks involving day to day activities, as well as, onboarding new clients and removing terminated clients. Miscellaneous tasks include - participating in weekly staff and committee meetings, assiting with special projects, learning new software and training others on its use, assisting trustee with set up of new accounts and all that is involved in the process. Programs utilized: Outlook - use email and view/edit calendar Zoom - set, host and attend meetings Calendly - forward messages to client to schedule meetings Orion - run reports, assist with client portal login, upload documents, retrieve account balances Schwab - view account activity, process transfer requests, deposit checks, confirm beneficiaries Redtail - enter activites, workflows and maintain database Traction - participate in project updates Slack - creat channels for interoffice communication Envestnet MoneyGuidePro - update data, run reports, create new records (also spearheaded the implementation of this program in our firm) Eclipse - currently training on placing of trades and data entry for annual rebalance Show less



OPENLANE

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Auction Clerk - part-time Independent Contractor

  • May 2014 - May 2015

  Enter purchase status of vehicle, vehicle information and condition of sale for proper processing by front office Adjust lights according to sale conditions Enter data simultaneously on two computer screens to accurately represent online and floor bids Serve a critical role to help prevent costly arbitration Enter purchase status of vehicle, vehicle information and condition of sale for proper processing by front office Adjust lights according to sale conditions Enter data simultaneously on two computer screens to accurately represent online and floor bids Serve a critical role to help prevent costly arbitration



HB Farms

• Freeland, MI

• Event Coordinator - Wedding

  • Apr 2014 - Aug 2014

  Coordinated appointments, booked talent, visited venue to plan layout, assisted with meal plan, worked with printer and designer to create invites, created guest list, mailed invites and managed correspondence Performed miscellaneous filing and office tasks, as needed Coordinated appointments, booked talent, visited venue to plan layout, assisted with meal plan, worked with printer and designer to create invites, created guest list, mailed invites and managed correspondence Performed miscellaneous filing and office tasks, as needed



City of Essexville

• Essexville, MI

• City Council Member

  • Aug 2006 - Nov 2010

  Proposed and passed local laws and ordinances relating to city budgets, land use and zoning Served as liasion to the Downtown Developement Authority Participated in various committees, as assigned by the City Manager Solicited nominations for the annual city award Proposed and passed local laws and ordinances relating to city budgets, land use and zoning Served as liasion to the Downtown Developement Authority Participated in various committees, as assigned by the City Manager Solicited nominations for the annual city award



Taylor Building Products

• West Branch, MI

• Buyer/Planner

  • Jun 2000 - Dec 2003

  Developed and monitored purchase orders and request for quotes(RFQ's) Maintained inventory levels as determined by the manufacturing resource planning system(MRP) Maintained professional working relationships with suppliers, management and production employees Assisted with price negotiations, with a focus on cost reduction Advised management of price increases and/or decreases Resolved issues regarding rejected materials or short orders Developed and monitored purchase orders and request for quotes(RFQ's) Maintained inventory levels as determined by the manufacturing resource planning system(MRP) Maintained professional working relationships with suppliers, management and production employees Assisted with price negotiations, with a focus on cost reduction Advised management of price increases and/or decreases Resolved issues regarding rejected materials or short orders



Davenport University

• Higher Education
• 700 & Above Employee

• Business Office Manager

  • Mar 1998 - Jun 2000

  Collected outstanding debts Created tuition payment arrangements and processed payments Maintained bookstore inventory, which included processing book returns and new orders Directed students with financial aid Collected outstanding debts Created tuition payment arrangements and processed payments Maintained bookstore inventory, which included processing book returns and new orders Directed students with financial aid



Richard Tyrell's Tax Service

• Saginaw, MI

• Data Entry Clerk

  • Jan 1998 - Apr 1998

  Entered tax information to prepare for review by CPA & client before e-filing, processed accounts payable using Peachtree Software Entered tax information to prepare for review by CPA & client before e-filing, processed accounts payable using Peachtree Software



Knopic's Do It Center

• Midland, MI

• Cashier

  • Aug 1997 - Mar 1998

  Cash handling, cleaning, customer service Cash handling, cleaning, customer service