Peyton Hetherington

• Communicated regularly with clients via phone or email regarding their accounts.
• Prepared new account opening documentation for new & existing clients.
• Assisted Investment Advisors in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.
• Maintained client files, ensuring that all documentation and notes were compliant with industry regulations.
• Processed a variety of transactions (deposits, contributions & withdrawals, incoming & outgoing transfers)
• Assisted in other administrative tasks as assigned by Investment Advisors & team members.

Performed all following activities for Founder of the company:

• Handling and addressing top-level, high-priority issues with professional administrative discretion.
• Organizing travel arrangements, including flights, transportation, and accommodation.
• Scanning physical documents and uploaded to encrypted databases for digital maintenance.
• Assisting in the hiring and onboarding process of new staff, providing training and support as needed.
• Facilitating smooth internal and external communication, acting as the first point of contact for the executive.
• Tracking & reconciling personal & business expenses
• Paying invoices & any further tasks as assigned.