Tara Richardson
My goal is to pursue my dream of becoming a mentor to young women and inspire people to give back to the community.
⢠Review daily trades for suitability, commission trends and FINRA regulations. ⢠Maintain confidentiality for high net worth clientele and brokers. ⢠Execute annual employee continuing education program. ⢠Prepare quarterly internal branch audits. ⢠Develop daily trade review manual for all branches. ⢠Perform annual branch audits in Portland, Bellevue, Yakima and Mount Vernon. ⢠Set up fee deductions for client managed accounts and review Investment Advisory agreements.
GoGirl Academy is a 10 week career development program, designed to accelerate success in the workplace and gain support from incredible mentors in the Seattle area. GGA is committed to paying it forward and encourages itâs students and alumni to support and mentor other women.
⢠Meet monthly sales/leasing goals. ⢠Develop marketing strategies to increase revenue. ⢠HTML design & social media marketing. ⢠Execute weekly market survey. ⢠Community Outreach programs. ⢠Plan and organize resident retention programs. ⢠Handle incoming calls and emails and respond professionally and promptly. ⢠Obtain proper payment from new residents and calculate move-in costs. ⢠Serve as a concierge/resource for all prospects and residents.
â¢Schedule appointments with clients for the branch Investment Advisor. â¢Complete client account transactions and deposits. â¢Answer phones and direct calls. â¢Faxes, mail, and word-processing.
â¢Send out office e-mails and keep everyone notified on upcoming events or important meetings. â¢Execute daily deposits, 401K deposits, and client check disbursements. â¢Developed new-hire receptionist instructional handbook. â¢Communicate effectively with assistants to perform transactions and client requests.
â¢Awareness of all campus resources, activities and clubs. â¢A knowledgeable resource for all residents regarding anything associated with Menlo College. â¢Organize campus wide and dormitory events for students. â¢Research campus resident interests, concerns, or complaints via monthly newsletter and satisfaction survey. â¢Create flyers and e-mails to advertise for student events. â¢Manage & support 45+ residents.
BA
H.S. Diploma