Victoria Asiedu

Intern @Northavenue Financial Advocates

Columbus, OH, US

Onboard and support new and existing clients on various client portals such as eMoney and Flourish- Maintain accurate client financial records in client portals and in outside accounts tracker by monitoring data feeding in from our custodians (Charles Schwab, Fidelity, etc.) and from clients’ account statements to ensure consistent net worth and investment reporting- Assist with various custodial paperwork and activities for account openings, transfers, and money movements as well as assisting with various items relating to account maintenance- Support advisors in client meeting preparation by updating estate and insurance summaries, ensuring data accuracy and consistency with evolving client needs- Develop internal training documentation on firm procedures, custodian operations, and client service standards to improve onboarding and team efficiency