Shena Sequice

Assist financial advisors with client onboarding, document preparation, and data entry.
Maintain and update client records, ensuring accuracy and confidentiality.
Prepare meeting summaries and basic financial reports using Excel and CRM systems.
Support the research of financial products and investment options.
Answer client inquiries via phone and email with professionalism and attention to detail.
Schedule client meetings and assist in preparing materials for reviews or consultations.
Help monitor market news and assist in compiling brief reports for advisors.

Built and maintained strong relationships with new and existing clients to ensure long-term business growth.
Scheduled and attended client meetings, both virtually and in-person, to build trust and close deals.
Tracked client interactions and progress using CRM systems, maintaining accurate records for reporting.

Develop and maintain strong relationships with partners, agencies, and vendors to support marketing initiatives.
Monitor and maintain brand consistency across all marketing channels and materials.