Experience

Virtual Outsource Solutions

• Outsourcing and Offshoring Consulting

• Client Service Specialist

  • May 2022 - Present

  In my current position I work with multiple advising firms across the country. In a short time, I have learned so much. For some firms I work directly with clients, keeping them up to date on where we are in the plans set forth in their most recent meeting. For other firms I excel in the background. I do everything from custodial form prepping (mostly Schwab, but also TD, and Fidelity) and meeting notetaking to money movements and ACAT/Non-ACAT account transfers. I have some experience with data entry and analysis on eMoney and am currently going through their training on my own time to learn as much as possible. I learn well from others and there is nothing quite like hands on experience, so I am not afraid to jump right in and learn from those who have been in this industry for much longer than I have. I am great with new software and catch on quickly. I have become very acquainted with CRMs such as Redtail, Wealthbox, Salesforce and Tamarac, as well as programs like Orion, PreciseFP, Agreement Express, Docusign, and the Microsoft Office Suite. If I hit a roadblock and don’t know something, I use every available resource to me in order to figure it out. I’m not afraid of hard work and research, I will do what it takes to get the job done. Show less