Welcome Alexandra “Zan” Coffee, Administrative Assistant!
We are very excited to announce Zan Coffee as Administrative Assistant to Globe Wealth’s growing Client Relations Team. Zan is driven by curiosity, motivated by growth and she understands the importance of providing personalized service. Zan will collaborate with team members on administrative and event-related projects and will focus on assisting the team in building strong client relationships. Zan is currently a sophomore at High Point University in North Carolina and is working towards a B.S.B.A. in marketing and a minor in sales. Outside of work, she enjoys the lake, hiking, and spending time with friends and family.
Zan's Core Responsibilities:
Client Service & Relationship Management
- Answer inbound phone and email inquiries
- Run reports, data entry and database management
- Process daily incoming mail
- Process mobile deposits of checks
- Perform general clerical duties
- Assist with the development and execution of defined marketing initiatives
- Prepare internal and client-facing materials
Zan is a non-registered administrative assistant with Cetera Advisors LLC, member FINRA/SIPC.
Cetera is under separate ownership from any other named entity.
