-Over 8 years administrative experience -Develop processes and systems, which train and guide employees to follow proper compliance and client management protocols. -Coordinate services with other professional advisors, such as Accountants, legal & Estate Attorneys, and TPAs to oversee exceptional client care. -Assist high net-worth clients with general upkeep and education of managed accounts. -Manage correspondences, scheduling, travel arrangements, and research. -Conduct market research in support of customer sales initiatives and identify client opportunities. -Track expenses, maintain bookkeeping and generate weekly, monthly and quarterly reports via Quickbooks Pro and Sage 50 (Peachtree). -Conduct research via Internet and telephone to identify client opportunities.