Sheila Kirkpatrick

Administrative Coordinator @Nettworth Financial Group

Composing letter, faxes, emailsGuidelines for Sending Forms to ClientsSubmit paperwork to a direct accounts and non-direct accountsSubmit and code all paperwork to be uploadedGenerate paperwork for a Withdrawal, get it executed, and submit for processingClient changes (Address, Name, Phone, Email, etc.)Obtain a Trade KeyUpload a document to web capture to submitUpload a document to CLIC imagingMonthly Birthday ListCorrespondence ReportBlotter a Check in CLICMobile DepositsCheck Trade ViewCheck Paper Status Monitor (PSM)Service RequestGet a Signature Guarantee if needed