Experience

Seacoast National Bank

• 1 - 100 Employee

• Reconciliation Analyst II

  • Mar 2023 - Present



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Operations Manager

  • Nov 2012 - Feb 2023

  Assist advisors in servicing clients including preparing financial plans, conducting investment research, and placing trades, as instructed by the advisor. Prepare account proposals for managed accounts. Prepare clients reviews compiling all data from all sources that are up to date. Maintain Salesforce, enter all new client data, add all notes, update existing data and schedule all appointments. Handle client inquiries directed to the Advisor, take appropriate course of action, review with Advisor, if necessary, and notate in Salesforce. Prepare all paperwork and ensure that everything has been submitted and processed in a timely manner and all signatures have been obtained. Prepare and coordinate marketing events and work with Compliance for documentation and manage the event marketing reimbursement. Provide general administrative duties that needs to be done to ensure that the business runs smoothly and that the clients are happy. Keep in contact with clients and make sure that their needs are being met and assist them with anything that they need. Notarize documents, as necessary. Worked independently and complete tasks in a timely manner. Set my own personal goals and strive to meet and/or exceed them. Show less



Campo Financial Services

• Sewall's Point, FL

• Operations Manager

  • Sep 2010 - Nov 2012

  Provide administrative support for CFP. Served as a liaison between CFP and clients providing a superior level of high net-worth client customer service. Complete applications and order medical exams; obtain proposals from different insurers and brokers. Complete proposals and reports for prospective clients. Sit in during “intake” interviews. Complete all administrative work as requested. Complete and provide clients with requested reports. Ensure that CFP had all the necessary tools to complete his duties. Schedule appointments with clients, prospects, and outside sales representatives. Process bookkeeping for the office. Coordinate travel arrangements for the CFP. Notarize documents, as necessary. Process mail, track inventory and order necessary supplies. Assist the commercial and personal line insurance department, as necessary. Worked independently and complete tasks in a timely manner. Show less



Saint Lucie County School Board

• St. Lucie County, Florida

• Substitute Teacher

  • Sep 2010 - Jan 2012

  Substitute teach on a as needed basis. Substitute teach on a as needed basis.



Dawn's Summer Camp

• Saint Lucie West, Florida

• Summer Camp Counselor

  • May 2010 - Sep 2010

  Completed a weekly activity schedule. Facilitated daily activities, that included trips to the beach, movies and waterpark. Completed a weekly activity schedule. Facilitated daily activities, that included trips to the beach, movies and waterpark.



Florida Oceanographic Society

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Administrative Assistant

  • Dec 2009 - May 2010

  Provided administrative support for the Business Manager and Executive Manager, record minutes for meetings, keep schedules for meeting rooms, greet visitors and notify staff of arrivals, answer main phone lines, and answer general questions and transfer calls, as necessary. Process mail, track inventory for supplies and equipment. Provided administrative support for the Business Manager and Executive Manager, record minutes for meetings, keep schedules for meeting rooms, greet visitors and notify staff of arrivals, answer main phone lines, and answer general questions and transfer calls, as necessary. Process mail, track inventory for supplies and equipment.



Spherion

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Temporary Employee - Insurance Verification

  • Feb 2009 - Dec 2009

  Liberty Medical Supply Co – Complete insurance verification for diabetic supply patients. Resolve billing questions and errors. Submit claims to Medicare and commercial insurance companies. Liberty Medical Supply Co – Complete insurance verification for diabetic supply patients. Resolve billing questions and errors. Submit claims to Medicare and commercial insurance companies.



Raymond James Financial Services Services

• United States
• Banking
• 1 - 100 Employee

• Operations Manager

  • Jan 1998 - Feb 2009

  Provided administrative support for 5 Financial Advisors. Served as a liaison between Financial Advisors and clients providing a superior level of high net-worth client customer service. Opened new accounts, completed necessary forms, and process orders as necessary. Oversaw the annual Compliance audit. Complete and provide client with requested reports. Managed branch office and ensured that Financial Advisors had the necessary tools to complete their duties. Scheduled appointments with clients and outside sales representatives. Process client billing quarterly on fee-based accounts. Responsible for accounts payable and receivable and complete payroll. Coordinated travel arrangement for Financial Advisors. Notarize documents, as necessary. I worked independently and complete tasks in a timely manner. I worked in the office for the first 9 years and from home for the last 2 years, which was with very little supervision. Show less



Seacoast National Bank

• 1 - 100 Employee

• Teller and Credit Clerk

  • Oct 1994 - Jan 1998

  As a teller, I would process client account transactions, deposits, withdrawals, loan payments, transfers, and cashier's checks. Identify client needs and provide information on products and direct clients to bank representatives, as needed. As a credit clerk, I provided administrative and financial research for the consumer lending department. I researched client complaints on their credit reports. Trained branches in how to pull a loan applicant's credit report. As a teller, I would process client account transactions, deposits, withdrawals, loan payments, transfers, and cashier's checks. Identify client needs and provide information on products and direct clients to bank representatives, as needed. As a credit clerk, I provided administrative and financial research for the consumer lending department. I researched client complaints on their credit reports. Trained branches in how to pull a loan applicant's credit report.