- Assist Advisors with the registration and onboarding process
- Payroll & 401(k) administration
- Branch accounting
- Operational / Commission issues: troubleshooting problems or answering questions
- Assist with compliance
Julie helps advisors with Registrations and Onboarding, Payroll & 401k Administration, she assists advisors with hiring new administrative associates, she is responsible for all branch accounting including WWM Advisory fees, and she handles all trouble shooting/problem solving for escalated operational and commission issues.
Julie began working in the business in 1984 as a new business processor. During her 32 years in this industry she has gone from life and health new business processor, manager of the life, health, and brokerage new business department, commission and W-2 payroll processor, accounts payable, branch office budgeting, auditor, transitions, registrations and licensing, training new administrative associates, and facilitated quarterly administrative training sessions.
Her favorite part of her job is trouble shooting and problem solving because it allows her to help advisors and allows them to focus on other important issues.
Julie has three grown children of her own and two grown step children. Together with her husband they have nine beautiful grandchildren – 5 girls and 4 boys. She enjoys baking for every occasion and trying out new recipes!