Laurie Teal

Freelance Editor & Proofreader

1417
Location:Indianapolis, Indiana, United States
Profile:https://www.freelanced.com/laurieteal
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2 Skills
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LAURETTA TEAL

Experienced personal and financial assistant who emphasizes attention to
detail with the utmost confidentiality.

AREAS OF EXPERTISE

• Project management • Priority management • Excellent communication skills
• Strong work ethic • Microsoft Office programs • Quicken financial software
• Editing/proofreading • Budget tracking/management • Cash flow analysis/forecasting

EXPERIENCE

LAURIE TEAL PERSONAL CONCIERGE SERVICES, LLC, Carmel, IN 2011 – Present

Financial and personal services provided to clients who insist upon total confidentiality and trust, as well as excellent service.

• Bill pay services and reporting
• Draft and prepare emails, letters and other correspondence for clients
• Prepare cash flow reports, including cash projections, for clients and clients’ advisors
• Assist clients with tax workbook preparation and gathering documentation
• Provide Notary Public services as needed
• Work closely with family, associates and advisors of clients
• Other concierge services as required by clients

OXFORD FINANCIAL GROUP, LTD, Carmel, IN 2000 – 2011
Private Family Services: Helped develop and grow Private Family Services program

• Assisted select group of Oxford clients with cash flow capture, reporting, analysis and forecasting
• Bill pay services and reporting
• Tracked historical and current charitable contributions
• Prepared tax documentation
• Worked closely with Oxford Client Relationship Directors, Managers, Private Family Services team, and outside advisors.
• All services performed with the utmost confidentiality

Items of Note:

• Increased efficiencies to successfully handle three times the number of clients originally assigned.
• Developed and implemented training manual for Private Family Services position.
• Developed marketing materials to promote Private Family Services program to Oxford Client Relationship Directors and clients/prospects.

ASSISTANT TO PRIVATE CLIENT, Indianapolis, IN 1998 – 2000
Financial Assistant. Responsibilities included:

• Bill pay services
• Liaison with advisors and service providers
• House management during client’s frequent absences

B.S. in Business awarded with focus on International Business and Marketing, University of Evansville
Awarded designation of Chartered Retirement Planning Counselor (CRPC)®, College for Financial Planning
Courses in tax, estate, and retirement planning provided by Oxford University, an internal program of courses offered by Oxford Financial Group, Ltd.
Skills (2) Rating
Editing
Proofreading