Jennifer Moneymaker

Assisted financial advisors with preparing and submitting client paperwork, ensuring accuracy and timely process.

Monitored client accounts to track requests and identify outstanding items, ensuring timely account maintenance.

Maintained updated client records and operational documents, ensuring data accuracy and completeness.

Processed Rep Changes and account updates in accordance with company policies and regulatory requirements.

Reviewed documentation for completeness and compliance before submission, minimizing process delays.

Provided operational support to financial advisors by managing administrative tasks effectively.

Assisted 140 financial advisors with various tasks.

• Managed daily office operations and maintained a productive work environment.
• Oversaw inventory management and procurement of office supplies and equipment.
• Maintained accurate records and documentation for compliance purposes.
• Coordinated scheduling and logistics for various lowbed service projects.
• Coordinated with customers and drivers to address delivery changes, delays, and operational issues.
• Answered incoming phone calls form customers and drivers providing timely assistance.

• Managed office communications and correspondence efficiently for team.
• Answered and directed incoming phone calls, responded to customer inquiries, and assisted clients and vendors.
• Organized and maintained filing systems for documents and records effectively.
• Entered and updated data in company databases and spreadsheets, ensuring accuracy and completeness.
• Ordered office supplies and maintained inventory to support efficient office operations.