Colleen Conrad

• Call clients and perspective clients to schedule appointments and prepare agendas/forms for appointments • Conduct client appointments reminder calls/emails, check-in calls on follow up items • Answer unsolicited calls from prospect to schedule appointments or refer to financial advisor. • Document client contacts/calls • Copy and track all client and practice materials including business correspondence. • Copy and follow up with home office on related issues. • Prepare correspondence for financial advisor signature • Opening accounts and process account paperwork. Work with back office to ensure accurate account set up and resolve issues. • Process life insurance and annuity paperwork • Enter client/perspective portfolio data for financial advisor’s analysis • Enter client/perspective client financial information into financial planning software so that financial advisor can conduct financial and investment planning