Professional Life of Nancy Delgado

Professional Life of Nancy Delgado

Administrative Assistants – Always well informed and organized

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Crucial onboarding resources who help managers to go along with company culture

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Serve as stepping stones to advancement within an organization

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Strategically positioned to understand the full scope of what an organization does

Nancy Delgado – A well-established administrative assistant in a firm •

Serves at Cherry Bekaert Wealth Management

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Schedules meetings, arranges travel and maintains calendar

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Responds to and sends out emails

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Prioritizes mails and faxes

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Arranges conference calls

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Produces and codes expense reports

Nancy Delgado as division administrator within the firm • Renews business license for branches of the firm • Division supplies management Management of IT Systems Division that includes • Managing Domain Name Renewal • Managing IAS User Account Setup / Maintenance • Managing Salentica User Account Setup / Maintenance • Assisting team members with the systems including Fax Finder, SharePoint Advisor View, CRM, etc.

• Assists team on how to update windows

Nancy Delgado also performs operations duties for the firm to • • • • • • • • •

Reconcile Closed/Delinked Schwab Accounts & Complete Closed Account Checklist Repaper Accounts with Investment Advisory Agreements & Investment Policy Statements Monthly Schwab Statement Download Daily IAS/Schwab Data Downloads Setup Client Households on CRM Setup Client Portals on Advisor View Setup IAS Households and IAS Portfolios Setup and Maintain Outside Advisory Accounts in By All Account Setup and Maintain Accounts with Treasury Direct

Nancy Delgado – Pertaining to her education •

Possesses a Bachelors of Science degree from New York University, Stem School of Business

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Holds a major in Finance and International Business

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Completed Paralegal Studies Certification from New York University, School of Continuing Education

Various skills in which Nancy is highly proficient •

Pro Systemfx Practice Management

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Fax Finder

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Go File Room

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Microsoft Office 365 (Access, Excel, Outlook, PowerPoint & Word)

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WordPerfect Office (Quattro Pro, WordPerfect)

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Lotus Approach, AS/400, LexisNexis, Soft Solutions

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Schwab Institutional

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Cambridge Investments