Teams at Shepherd Financial

Serve as the front-line representative, manage front desk and phone/email communications, support office operations and facilities, coordinate meetings/catering/travel logistics, assist with administrative tasks for events and team coordination, maintain office supplies and confidentiality.

Manage and grow a book of retirement plan clients by delivering timely, proactive service; lead meetings, resolve compliance and plan issues, cultivate vendor and client relationships, identify rollover and wealth management opportunities, and document interactions in Redtail.