Becky Hays

Administartor @Lucia Capital Group

San Diego, CA, US

Service/support client growth to aid financial advisors in a fast-paced financial planning office. Provide administrative and operational support.• Teammate preparing detailed new account and service paperwork, managing multiple computer systems, Microsoft Office, Excel, and custodian trading system. • Work independently with ease, efficiency and effectiveness.• Handle confidential and sensitive information responsibly. Easily manage multiple tasks simultaneously. Maintain financial advisor calendars.• Committed to providing exceptional customer service with a character and a positive attitude. Facilitate and proactively resolving client requests.• Willingness to learn, help and make a significant contribution.The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Cerritos College

Associate's degree, General Studies