Experience

Northern Financial Advisors, Inc.
• United States
• Financial Services
• 1 - 100 Employee
• Financial Advisor Assistant

  • Sep 2018 - Present


Hantz Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor Assistant

  • Apr 2018 - Present

  ● Organize and prepare financial applications and paperwork for Charles Schwab, Transamerica, Jackson National Life, and Prudential ● Participate weekly in case studies relating to the financial health of the client and helps to identify pertinent investment recommendations ● Input and update financial plans ● Update financial spreadsheets including Net worth analysis and stock options ● Resolve compliance issues ● Handle client relations including collecting financial data and scheduling meetings Show less



BeneSys, Inc.

• United States
• Insurance and Employee Benefit Funds
• 300 - 400 Employee

• Finance Clerical Assistant

  • Apr 2017 - Present

  ● Resolve invoice discrepancies ● Oversee and track payment to vendor ● Organize and enter invoice information ● Update internal financial spreadsheets ● Contact vendors ● Resolve invoice discrepancies ● Oversee and track payment to vendor ● Organize and enter invoice information ● Update internal financial spreadsheets ● Contact vendors