▪ Supports Fusable account team members with contract, billing, and fulfillment requests. ▪ Works ad-hoc projects related to research, documentation, reporting, analysis, etc. ▪ Accurately and effectively leverages and maintains CRM systems to support all Fusable brands and product lines.
Louisville, Kentucky, United States-Coordinated critical client events from inception to completion such as annual shareholder meetings, dividend payments, tax form mailings, escheatment, monthly reporting, and ad hoc mailings. -Daily activities also included DWAC tracking, assisting clients with the creation of shareholder accounts, and working with internal teams to process transfers and mass issuances. -Partnered with clien...
Louisville, Kentucky, United States-Reviewed and tracked proposed legislation affecting Unclaimed Property laws for all US states and territories to ensure company processes were updated to remain in compliance once legislation was enacted. -Oversaw multiple regulatory searches and mailings required by the SEC which produced approximately 1.5 million notices to shareholders each year. -Conducted monthly audits and reconciliati...