rebecca brannon

Increased business and client satisfaction by providing highly effective client support and accounts administration. Trained new sales assistants. Opened new accounts and processed documents; took orders and executed trades. Researched and resolved operational issues.

Traveling the United States of America at Sabbatical

Managed client requests including account opening, trades, and distribution of funds. Entered and maintained client data using ACT! Work with clients’ accountants to facilitate necessary information for tax reporting. Prepared monthly and quarterly client reporting.

Oversaw and administrated branch operations and managed client requests including new account opening, trades, and distribution of funds Processed branch incoming deposits. Processed office invoices and timesheets. Coordinated office equipment maintenance and repairs.

Successfully supported clients and Financial Advisors in a fast-paced environment consisting of145 Households/$300M AUM/$3M Producing Team. Provided client solutions as a knowledgeable resource to fellow Client Associates and Financial Advisors. Conducted client meetings in estate and retirement planning and portfolio reviews. Orchestrated data gathering, document executions, follow up items, and reporting into CRM. Coordinated and represented company at client events. Executed sizable volume of syndicate trades and reporting. Generated client reporting for monthly, quarterly, annual and semi-annual meetings. Worked directly with 401k administrators/TPA and participants for all servicing needs. Key Accomplishments: Awarded in 2012 Top 100 Merrill Lynch Client Associate nationwide. Part of team recognized as 2012 4th Top Dallas Wealth Managers, D Magazine, Nov. 2012.