Donna Studee
Senior Administrative Specialist at Financial Strategies, Inc
Based in Brookfield, United States
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Seniority
Staff
Department
General Business & Management
Location
Brookfield
Industry
Financial Services
Company size
6
Contact information
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d•••••••@retirementandwealth.com
Phone
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Background
About Donna Studee
Senior Administrative Specialist Responsible for focusing on superior customer service. Job Highlights: Import daily mutual fund transactions from TD Ameritrade Daily communication with clients which include phone contact, scheduling meetings, greeting clients, assist with any questions or concerns they have Follow-up with TD Ameritrade for any client related discrepancies or problems. Assist with trading and rebalancing Process all client paperwork including opening new accounts, account transfer forms, move money forms, Roth conversion forms, electronic check deposits. Maintain master client data tables in ACT and Orion Create Client Profiles using mindjet software Carry out miscellaneous office duties such as running reports, data entry, filing, faxing, scanning, reception, and ordering office supplies Organization and planning of Annual Client Gathering
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