Wealth Management Administrative Support
Resume:
TRUDY N. DIEDRICK
*** ******** ******, ******, ** 32703
********@*********.***
OBJECTIVE: Seeking to leverage over 20 years of experience to help clients build a secure financial future. I’m dedicated and results-driven with a strong background in wealth management. I’m passionate about empowering individuals through financial literacy and personalized solutions. EXPERIENCE:
2024 - Present Licensed Financial Professional
Independent Agent with Global Financial Impact
2020 - 2024 Department of Health Palm Beach, FL
Biological Scientist III
General Contact Tracing for Covid -19
Long Term Care Team Member
Epidemiology Case Investigations
2016 – 2019 Seacoast National Bank Winter Park, FL Registered Wealth Management Sales Associate
Wealth Management Team: Provided administrative support to Wealth Advisors in managing multi-million-dollar client relationships.
Coordinator: High net-worth client meetings, dinners, lunches, product partner meetings, and networking events.
Account Management: Set up trust and brokerage accounts, account transfers, client trades, assist with estate settlement, annuity, and life insurance sales.
2014 – 2015 Capital Guardian Wealth Management Winter Park, FL Client Relations Specialist
Relationship Management: Developed and implemented contact management system for managing client relationships; tracking system for IRA contributions, Roth Conversions, Alternate Investments, Required Minimum Distributions (RMD).
Administrative Support: Worked closely with Advisor in providing all aspects of administrative support on client accounts, including preparing reports, annual tax documents, cost basis reports, estate processing.
Marketing/Business Development: Coordinated logistics of client seminars and events to aid in business development, relationship building, networking, and marketing.
2009 – 2013 Edward Jones Investments Coral Springs, FL Branch Office Administrator
Business Development: Proactive contact with the Chamber of Commerce and Professional Networking Groups to solicit and establish new client relationships; Annual business planning and strategic projection of goals with weekly and monthly reviews.
Client Service: Provide exceptional service to existing high profile and prospective clients in addition to offering multiple lines of services to secure client retention and new business referrals.
Account Processing: Manage all administrative aspects of client accounts, i.e., estate processing, mutual funds trade, insurance & annuities processing, business & personal retirement planning, deposits & account transfers. 1998 - 2007 Option One Mortgage Sunrise, FL
Account Manager
Managed loan pipelines for several account executives
Liaise with mortgage brokers, account executives, underwriters & closers
Featured in national corporate publication for excellence in customer service Closing Team Leader
Managed all functions of the closing department (pre- and post-closing)
Integral participant and contributor in the opening of Ft Lauderdale branch
Developed, implemented, and monitored changes in the closing process
Coached and mentored associates (in various disciplines within branch)
Consulted with Regional & National managers (on-site & off-site)
Represented branch at corporate meetings at various venues CERTIFICATIONS AND LICENSES:
FL Life Insurance, Variable Annuities and Health (0215)
Notary Public
REFERENCES: Available upon request
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