Reiko Waldram

Experience

1. Executive Assistant & Client Service Associate at Delap Wealth Advisory

   Delap Llp

   Mar 2022 — Present

   Proactively communicate with custodians, wealth advisors and clients, and facilitate various transactions and processes- Manage client onboarding efforts, and ensure premium client experience from day one- Directly work with Chief Compliance Officer in managing compliance of the firm, by ensuring we adhere to all external regulations and internal policies and procedures, and updating internal compliance documents as necessary- Effectively utilize various tools and systems such as SharePoint, Redtail (CRM), Orion, Salesforce and Citrix ShareFile for client data/file management and portfolio/performance reporting- Troubleshoot various problems, and serve as liaison between advisors, custodians and clients- Streamline and improve internal processes to maximize efficiency and productivity, and to create collaborative environment between wealth advisory and other service lines within the firm (e.g. Tax, Assurance, business consulting)- Work closely and effectively with our TAMP team to provide exceptional service to our clients.

Education

• Nagoya University of Foreign Studies

  (Transferred to Portland State University in 2000), International Studies

  1998 — 2000

• Portland State University

  B.A., International Studies

  2000 — 2003

• Portland State University - School of Business

  Post-Bac, Accounting

  2011 — 2014