Alexandra Mulligan
- Role
- Private Wealth, Registered Client Service Associate at UBS
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Alexandra Mulligan
Ambitious and proactive professional with a demonstrated history of working in the…
Experience
Private Wealth, Registered Client Service Associate
Jul 2019 — Present
Completed Series 66 · Distribute daily branch reports that involve margin notices, insufficient funds, house calls and so forth · Coordinate and collaborate with 4 team members on a daily basis to complete large and small tasks · Maintain a work flow Excel document that is the basis for daily team meetings and tracking ongoing projects · Partner with and communicate to clients on a daily basis to field any tasks or issues that may arise · Submit outgoing wires, internal journals, account transfers, checks, fee reversals, 529 account links, etc. · Operate credit line account opening from start to finish · Manage the application process for alternative investments for all clients including any transfers · Track the outgoing tax documents for all clients · Open new and subsequent accounts including the sending and tracking of new client paperwork · Collaborate with 3 financial advisors to complete yearly state registration renewals, annual fees and RMD’s · Submit weekly expense reports for all 3 financial advisors · Deliver weekly ‘cash available’ reports to the team · Listen to and distribute notes on weekly firm wide calls about the current economical environment
Education
University of Colorado Boulder
Bachelor’s Degree, Broadcast Journalism
2009 — 2013
Universitat Autònoma de Barcelona
Spanish Culture
2012 — 2012
Skills
- Grassroots Marketing
- Final Cut Pro
- Social Media
- Google Trends
- Powerpoint
- Auditing
- Digital Media
- Producing
- Event Planning
- Public Relations
- Sales
- Social Networking
- Photoshop
- Promotions
- Advertising
- Adobe Premiere
- Editing
- SEO
- Prezi
- Video Editing
- Microsoft Excel
- News Writing
- Microsoft Word
- Cold Calling
- Social Media Marketing
- Public Speaking
- Microsoft Office
- Marketing
- Photography
- Journalism
- Film
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