Morgan S.

Experience

1. Office Coordinator

   Equitable Advisors

   Aug 2024 — Present · Milwaukee, WI, US

   Assists in the onboarding process of developing advisors or pre-employment advisors; and the termination process of advisors and staff.• Daily reporting of commission data internally.• Manage company-based programs such as CRM and Broker of the Day by disbursing non-serviced leads for developing advisors.• Monthly birthday and anniversary card management.• Approve participation agreements for all lines of commissioned business.• Gryphon database management for national do not call lists. • Management of incoming and outgoing mail and correspondence, including stamp printing.• Pinpoint outgoing correspondence and check processing for compliance.• Management of the main switchboard to check and route messages.• Management of office supplies, workstations, and marketing material.• Assists the branches Executive Vice President.• Utilize Microsoft 365 programs for organization, leadership, communication, and collaboration.• Utilize programs such as CAS, SalesForce, Ariba, PinPoint, Gryphon, and more.• Manage exposition outreach for advisor networking.• Wisconsin Branch D&I Executive Operations Member.