Maria Baricevic

Client Service Coordinator @Ameriprise Financial Services, LLC

Pruneyard, CA

Compliant record keeping and time and project management sAptitude requires intense focus, prioritizing and efficient work skills, professionalism and effective multi-tasking. Precise, routinized work ability required to maximize and expedite requests at correct time intervals. Provide general office support, administrative support to the branch manager and operations leader and other who run the business support activities. Provide administrative support to advisors, which includes check scanning, mail handling, expense reports, etc. Act as the face of the branch, thus requiring excellent client service skills and professionalism.• Provide general reception and office support; accountable for general office responsibilities. Welcome and route 30 clients per day while juggling all work responsibilities. These duties include support to the Branch Manager and Operations Leader, processing invoices and expense reports, supply ordering, preparing reports, providing administrative support to the branch. Process time sensitive and compliance required check scanning and online system depositing and check logging as well as logging policies and signed client forms and documents, mail and other document handling.Provide support for marketing, client acquisition events & activities. Assist with logistics marketing and client acquisition events, including venue, RSVPs, supplies, etc. Prepare and submit marketing compliance documentation and marketing wholesaler reimbursement.

Mountain View High School

High School

San Jose State University

Bachelor of Science - BS