Lauren Alexander
Operations Specialist @Durbin Bennett - Private Wealth Management, Llc
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WORK HISTORY
Operations Specialist @Durbin Bennett - Private Wealth Management, Llc
Austin, TX, US
EDUCATION
Rhode Island College
Bachelor of Arts - BA, English and Literature; minor in Studio Art
ABOUT LAUREN ALEXANDER
As a business processing coordinator at 49 Financial, I provide operational support for the team serving the highest net worth clients, ensuring their accounts are opened and maintained efficiently and accurately. I hold a notary public commission issued by the State of Texas, which enables me to facilitate the authentication and verification of financial documents. With nearly five years of experience in financial operations, I have developed strong skills in internet banking, relationship building, and customer satisfaction. I have also contributed to the recruitment and retention of financial advisors by sourcing, screening, and scheduling candidates, as well as arranging networking opportunities with colleges. I am passionate about streamlining financial processes and delivering exceptional service to both advisors and clients.
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