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Paul Spinner

Operations & Project Management Expert | Process Optimization | Customer-Centric Leader

Role
Non Registered Assistant at Cetera Financial Group
Location
Spokane-Coeur d\'Alene, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Paul Spinner

With a background spanning Human Resources, team leadership, and administrative…

Experience

  1. Non Registered Assistant

    Cetera Financial Group

    Apr 2025 — Present

    Provide administrative and client service support to financial advisors, ensuring efficient daily operations.• Prepare and process account paperwork, including new accounts, beneficiary updates, and transfers.• Manage client communications, schedule appointments, and maintain accurate CRM records.• Assist with client onboarding by collecting KYC documentation and verifying form completion.• Create client review packets and presentation materials for advisor-led meetings.• Ensure compliance with internal procedures while handling sensitive client information and correspondence.

Education

  • Eastern Washington University

    Bachelor's degree

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Paul Spinner — Non Registered Assistant at Cetera Financial Group in Spokane-Coeur d\'Alene, US | Unifers