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Operations Associate
Office Administrator at Whitley Penn-WPWealth Dept, supporting retirement plans and coordinating client operations.
United StatesOperations Associate at Retirement Plan Coordinator
Provided comprehensive client operations and administrative support for financial advisors, clients, and wealth-management teams. Coordinated retirement plan administration, client meetings, and operational tasks.
Client OperationsAdministrative SupportRetirement Plan AdministrationCRMSchedulingDocumentationConfidentiality
Managed accounts payable, treasury, and executive support, including processing invoices, journal entries, and bank reconciliations. Assisted CEO with administrative duties and served as liaison to the Board of Directors.
Accounts PayableTreasuryJournal EntriesBank ReconciliationExpense ReportingExecutive SupportBoard LiaisonACHWire TransfersPositive Pay
Managed vendor setup, processed payments, and handled accounts receivable and general ledger entries. Prepared month-end entries and generated vendor invoicing.
Vendor ManagementAccounts PayableAccounts ReceivableGeneral Ledger AccountantACHMonth End ClosingInvoicing
Processed invoices, managed check printing, and prepared journal entries. Supported CEO with administrative tasks and coordinated meetings and travel.
Accounts PayableJournal EntriesExpense ReportingExecutive SupportCalendar ManagementTravel Coordination
Supported branch manager and senior commercial lender, processed consumer and commercial loans, and coordinated loan closings. Generated new accounts and provided customer service.
Loan ProcessingCustomer ServiceAccount OpeningCommercial LendingComplianceBranch Operations
Promoted health, wellness, and nutrition products through a home-based business, building client relationships and supporting customer wellness goals.
SalesCustomer Relationship ManagementProduct Promotion
Generated new accounts, processed loans, and coordinated loan closings. Provided customer service and supported branch operations.
Loan ProcessingCustomer ServiceAccount OpeningComplianceBranch Operations
Completed high school education with a focus on business management.
Profile sourced from Himalayas.