Experience

Henssler Financial

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Assistant

  • Mar 2021 - Present

  Accounts payable – receives, enters, verifies and pays invoices.Accounts receivable – processes client payments, collections tracking, and calls clients to collect outstanding receivables.Bookkeeping – maintains complete, accurate and up-to-date business.Administrative – provides administrative support to the internal accounting department.Customer service – handles and addresses vendors.

• Financial Planner

  • Apr 2019 - Mar 2021

  Reviewed client cash flow projection information, gated additional information needed for cashflow projections and produced cash flow projections.Answered and returned calls for Associates.Submitted trades as directed by Associate and/or prepared trades for review for the Associate.Prepared the IPS which involved allocation, action items and financial planning summary.Coded new clients and accounts. Maintained client spreadsheets used by my team.Submitted research requests.Reported to Managing Associate and Senior Financial Planner.Trained and mentored Client Service Associates.Updated liquidity lists for client meetings. Completed client reviews by collecting all information regarding the client and reviewing with the Associate and Managing Associate. Show less

• Client Service Associate

  • Jan 2019 - Apr 2019

  Submitted and followed up on custodial paperwork.Assembled meeting booklets and prep for meetings.Prepared custodial paperwork for clients to sign.Mailed client’s statements and documents.Answered phone calls at the reception desk.Scheduled appointments for meetings with clients.Greeted clients when covering the reception desk.Deposited checks and sent overnight if necessary. Conducted money movement from clients’ accounts.



CharterBank

• Banking
• 1 - 100 Employee

• Personal Banker

  • Nov 2016 - Jan 2019

  Discussed financial needs with customers.Provided customer service concerning deposit accounts.Opened and serviced accounts including IRAs.Cross-sold a range of banking products to customers.Assisted customers with consumer loans.Conducted teller tasks while assisting customers with accounts.Helped loan officers with updating CIP and CDD information.Stayed informed of state and federal rules and regulations. Participated in the incentive program focusing on customers. Show less

• Teller

  • Jul 2016 - Nov 2016



Upchurch Telecom

• United States
• Telecommunications
• 1 - 100 Employee

• Administrative Assistant

  • May 2015 - Jan 2016