Abigail Flanagan
Raleigh, NC
Summary
Detail-oriented Transfer Specialist experienced in coordinating client onboarding, asset transfers, and retention within complex financial systems. Knowledgeable in regulatory requirements and asset management protocols. Improved efficiency through strategic process enhancements, ensuring accuracy in transactions and high client satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Transfer Specialist
Strategic Wealth Management
Durham, NC
03.2023 - Current
- Facilitated client account transfers between financial institutions, retirement plans and platforms.
- Coordinated compliance and regulatory documentation for asset transfers, ensuring adherence to industry standards.
- Completed all client onboarding paperwork, maintenance and service requests.
- Created spreadsheet trackers for monitoring pending, issued, and client services, enhancing oversight of transfer processes.
- Managed communication with clients regarding transfer status, quarterly reviews and market updates.
Admin Supervisor
Mastec
Morrisville
11.2021 - 03.2023
- Developed and implemented administrative procedures that increased overall efficiency so engineers only need to worry about their projects.
- Oversaw incoming engineering projects using Excel tracker, ensuring timely schedules and updates.
- Supported project manager with paperwork and streamlined communication between clients and engineers.
- Processed payments for outsourced work, accurately tracking funds received.
Meetings & Events Coordinator
Strategic Retirement Solutions
Durham
04.2018 - 11.2021
- Coordinated prospect seminars, client events, and office meetings to boost client engagement and strengthen relationships.
- Created marketing materials for event promotions and client updates via email and social media to increase event attendance and outreach.
- Tracked client information in CRMs such as Redtail and Wealthbox for accurate records.
- Collaborated with annuity and wealth management companies to process paperwork efficiently.
- Managed client services paperwork including beneficiary changes, withdrawals, and RMDs.
- Facilitated annual and quarterly financial portfolio reviews with advisors and clients to ensure alignment with client goals and needs.
Education
Bachelor of Science - Sports, Entertainment, Event Management
Johnson & Wales University
Charlotte, NC11-2017
Skills
- Client relationship management
- Transfer expertise
- Detail oriented
- Organization skills
- Ability to adapt to change
- Quick learner
Certification
NC Life insurance License
Timeline
Transfer Specialist
Strategic Wealth Management
03.2023 - Current
Admin Supervisor
Mastec
11.2021 - 03.2023
Meetings & Events Coordinator
Strategic Retirement Solutions
04.2018 - 11.2021
Bachelor of Science - Sports, Entertainment, Event Management
Johnson & Wales University