Susan Trupkovich

Susan Trupkovich Email and Phone Number

Administrative Assistant #Opentoopportunities @ AQuest Wealth Strategies
sterling heights, michigan, united states

Susan Trupkovich's Contact Details

Susan Trupkovich work email

Susan Trupkovich personal email

n/a

Susan Trupkovich's Current Company Details

aquestwealth.com

Aquest Wealth Strategies

Administrative Assistant #Opentoopportunities
sterling heights, michigan, united states
Website:
aquestwealth.com

Susan Trupkovich Work Experience Details

  • aquestwealth.com
    Administrative Assistant
    Aquest Wealth Strategies ['Mar 2019', 'Present']
    Rochester, Michigan, United States
    Provide administrative support to ensure efficient operation of office. Financial Advisor and direct client support. Trusts, IRA, Annuities, RMD's, Long Term Care, IRA Conversion, ACH Transfers document support. Scheduling, constant follow up, reporting with accuracy and detail. Make sure Regulatory and Compliance standards are met.
  • aquestwealth.com
    Branch Office Administrator
    Edward Jones ['Mar 2015', 'Feb 2019']
    Sterling Heights, Michigan, United States
    Very skilled in direct client contact. Scheduling, keeping marketing up to date and other compliance regulation requirements for branch audit. Processed Annuities, LTC, IRA Rollovers, opened Trust IRA Inherited accounts and death claim paperwork, researched, processed authorized trades along with Cashiering and follow up documentation.
  • aquestwealth.com
    Administrative Assistant
    Ally Financial Services ['Mar 2013', 'Mar 2014']
    Auburn Hills, Michigan, United States
    Maintaining quality control and compliance regulations for credit reporting and review. Document specialist, review, track, scan and upload to the correct database. Instrumental in creating procedural documents.
  • aquestwealth.com
    Private Home Health Care
    Self-Employed ['Jan 2012', 'Mar 2013']
    Waterford, Michigan, United States
    Prepared procedure instructions for day/night shifts, directory call charts listing all doctors health care workers all insurance and medication information. Responsible for travel, financial banking, all expenses and daily physical therapy and direct personal care.
  • aquestwealth.com
    Private Client Services Administrative Assistant
    J.P. Morgan ['Jun 1989', 'Jun 2009']
    Bloomfield Hills, Michigan, United States
    Supported multiple Financial, Trust and Portfolio managers. Maintained travel arrangements and expense reports. Managed client calls. Scheduled and prepared meetings for all Financial Planning and Department Meetings. Organized, secured and maintained the filing system for all licensed employees for audit purposes. Supported and maintained all office operations.

Susan Trupkovich Education Details

  • aquestwealth.com
    Oakland Community College
    Medical Administrative/Executive Assistant And Medical Secretary 2010 - 2013
  • aquestwealth.com
    Oakland Community College
    Business Law

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Frequently Asked Questions about Susan Trupkovich

What company does Susan Trupkovich work for?

Susan Trupkovich works for Aquest Wealth Strategies

What is Susan Trupkovich's role in his/her workplace?

Susan Trupkovich's role in his/her workplace is Administrative Assistant #Opentoopportunities.

What is Susan Trupkovich's email address?

Susan Trupkovich's email address is su****@****lth.com

What schools did Susan Trupkovich attend?

Susan Trupkovich attended Oakland Community College, and Oakland Community College .

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Susan Trupkovich's colleagues are Jason Vanduyn, Jessica Schultz, Robert Dietrich, Robert Muir, Robert Stockoski, and Elliott Hurford. and Harold Parslow.

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