Catherine Rice

• Manage client expectations with clear communication, leading to stronger relationships and trust building.
• Assist clients with asset transfers
• Establish and assist new and existing clients with Estate, Trust, Organization accounts
• Establish and assist new and existing clients with Individual, Joint, Roth, UTMA, SBA 401k accounts
• Position investment products to customers.
• Analyze customer feedback and identified areas for improvement.
• Maintain detailed records of all client interactions in CRM systems for easy access by other team members as needed.
• Actively participated in professional development opportunities, staying current with industry best practices and emerging trends to better serve clients and contribute to team success.
• Inform clients on product offerings and capabilities, effectively conveying value propositions.
• Increase account retention through consistent communication and relationship-building efforts.
• Reduce company expenses, identifying areas of inefficiency and implementing cost-cutting measures.
• Participate in regular meetings with senior leadership to discuss progress towards company objectives relating to finance and growth.
• Maintain knowledge of new investment products and assisted in developing sales strategies.

Manage Real Estate Transactions

• Sales
• Help design and implement effective marketing strategies, targeting prospective clients and leads.
• Work in careful consideration to client needs and desires
• Work along side of realtors, lenders, attorneys, and other partners
• Build strong relationships with clients and deliver excellent service
• Manage sales pipeline by effectively following up with potential clients and leads
• Followed up on customers' inquiries to assess satisfaction with provided solutions.
• Maintained comprehensive product and service knowledge for accurate, informative customer advice.
• Call prospective clients in market area to explain products offered and qualify leads.
• Processed client orders quickly and accurately for timely delivery.

• Oversee daily operations and coordinate activities
• Lead team of over 50 staff and volunteers
• Establish, maintain rapport and work closely with internal partnerships to gather community support in form of donors, staff, mentors, volunteers, connections with schools
• Set up visits, meetings, presentations, and lunches to check in with partners and organization leaders regularly
• Streamlined communication processes between program staff, enhancing overall team cohesion and efficiency.
• Host virtual webinars, meetings, and orientations
• Evaluated staff performance regularly, providing constructive feedback to promote growth among team members.
• Meet targeted goals for donors and sponsor support
• Provide guidance and support to staff, parents, volunteers, and students
• Plan and actively engage in events and community outreach
• Increased student participation by establishing strong relationships with students, parents, and faculty members.
• Enhanced program effectiveness by developing and implementing innovative after-school activities.
• Boosted student morale by creating positive and nurturing learning environment for all participants.
• Managed logistics for special events and field trips, ensuring smooth operations and memorable experiences for all involved parties.
• Prepare weekly and monthly reports
• Facilitate site specific staff meetings and professional development opportunities
• Provide excellent service and make adjustments as needed to ensure the a quality experience for the individuals we serve
• Assist with recruiting and onboarding new staff, volunteers, and families
• Manage student enrollment
• Effectively communicate with our partners any updates, changes, and/or future plans regarding the organization
• Manage payroll and receive tuition payments

• educate clients about investment strategies, trading tools, market mechanics, and retirement choices 401k and IRA etc
• efficiently meet targeted goals
• engage with, advocate for, offer guidance to clients when receiving calls, and tackling complex issues to offer the best possible solution
• Analyzed problematic areas to provide recommendations and solutions.
• Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
• Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
• help clients reach their financial goals assist clients with their accounts (I.e moving money, provide documents) take inbound calls