Nancy Delgado is an expert in creating monthly administrative records. She has worked for various firms in managing and assisting administrative functions and has experience in client serving.

She has worked as a Client Service Manager, where she was responsible –

•For the preparation of Monthly Securities Blotter, Checks Blotter, Trade Blotter and Correspondence
•For New Account Setup
•Funds Transfer
•To Generate Quarterly Performance Reports To Post On Client Portal
•To Notarize Trust Documents
•Assist clients with inquiries on day to day basis

Moreover, her Administrative duties included –

•Renewal of business licenses for branches of the Firm
•Timesheets/Payroll
•Division Supplies Management
•IT Systems Division Management –
•Assist team on how to update Windows
•Assist team members with our systems including Fax Finder, SharePoint, Advisor View, CRM, etc.
•Manage Salentica User Account Setup/Maintenance
•Manage IAS User Account Setup/Maintenance
•Manage Domain Name Renewal

About Nancy Delgado

Nancy Delgado is an experienced operations and administrative executive handling all the administrative systems within the organization. She holds a Bachelor of Science from the New York University, Stern School of Business. She also has a Major in Finance and International Business. Nancy holds a Paralegal Studies Certification from New York University, School of Continuing Education. Nancy Delgado is bilingual, apart from English; she is fluent in Spanish. She has also been appointed as a notary of the Commonwealth of Virginia.