Name variants:
April Steffan
Last updated Jul 03, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ap**@gmail.com
Location
Collier Township, PA
Company
Workplace
Client Service Specialist
Chicago, IL
Industry
Accounting, Security Broker/Dealer, Security Broker/Dealer Management Services, Investment Advice
Colleagues
Work History
Client Service Specialist
200 north La Salle St SUITE 2300, Chicago, IL 60601
Close RIA Relationship with Charles Schwab & Co.
Trading stocks, mutual and exchange-traded funds, CDs, and bonds daily.
Reconciliation of transactions and transfers in various account ty...
from Jul 2013
Office Manager
Private advisors office with LaSalle St. Securities, LLC.
Answering all incoming calls and office visitors.
Processing changes to both client cost basis and account information.
Organizi...
Nov 2010 — Jul 2013
Sales and Operations Assistant
Private Firm with Wells Fargo Advisors.
Arranging luncheons to increase client awareness of mutual fund offerings.
Planning and executing travel arrangements and off site meetings with mu...
Jul 2010 — Nov 2010
Project Manager
8 Penn Center Blvd west SUITE 101, Pittsburgh, PA 15235
Reconciliation of mutual fund trades at MG Trust Company.
Processing disbursements, contributions, and other special IRA transactions.
Updating client records in Microsoft CRM and mailing...
Jan 2008 — Jul 2010
Client Service Specialist
200 north La Salle St SUITE 2300, Chicago, IL 60601
Education
Occupations
Office Assistant
Accountant
Finance and Accounting Specialist
Sales Specialist
Agent
Sales Agent
Office Clerk
Clerical Specialist
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
Customer Service
Office Management
Outlook
Administrative Assistants
Microsoft Excel
Microsoft Office
Microsoft Word
Powerpoint
Office Administration
Data Entry
Accounts Payable
Accounts Receivable
Event Planning
Cashiering
Mutual Funds
Nyse
FAQs about April Steffan
What's the main profession of April Steffan?
April Steffan is a Client Service Specialist.
What jobs is April Steffan a professional at?
April is proficient at Office Assistant jobs.
Where is April Steffan located?
The professional is currently located in Collier Township, Pennsylvania.
Does April Steffan have the email address?
ap**@gmail.com is April Steffan's email address.
Where did April Steffan work?
April worked at Mediqus Asset Advisors, Inc., Tilden Loucks & Woodnorth.
What education does April Steffan have?
April studied at the University of Pittsburgh.
What is professional industry that April Steffan is connected to?
April works in Financial Services industry.
What are special skills of April Steffan?
This professional has such skills as Customer Service, Office Management, Outlook, Administrative Assistants, Microsoft Excel, Microsoft Office, Microsoft Word, and Powerpoint.