Heather Veys serves as the Office Administrator at Qualified Plan Advisors (QPA), where her multifaceted expertise significantly contributes to the efficiency and effectiveness of the firm’s operations. With a strong background in sales forecasting, retail purchasing, and management, Heather plays a pivotal role in streamlining...
Heather Veys serves as the Office Administrator at Qualified Plan Advisors (QPA), where her multifaceted expertise significantly contributes to the efficiency and effectiveness of the firm’s operations. With a strong background in sales forecasting, retail purchasing, and management, Heather plays a pivotal role in streamlining processes that enhance customer service and operational performance. Her well-honed skills in business analysis and negotiation enable her to effectively manage vendor relationships and optimize purchasing strategies, ensuring that QPA remains competitive in the financial advisory landscape.
At QPA, Heather is actively involved in key projects that focus on improving internal workflows and enhancing client interactions. She leverages her proficiency in Microsoft Excel to analyze data trends, which aids in the development of strategic initiatives that drive growth and client satisfaction. Her commitment to process improvement is evident in her ability to create efficient systems for managing accounts payable and expense reports, which not only reduce overhead costs but also enhance the overall financial health of the organization.
Heather’s personable and energetic demeanor fosters a collaborative work environment, empowering her team to excel in their roles. Her confidence in handling complex tasks and her dedication to exceptional customer service have made her a trusted resource within the firm. As QPA continues to expand its advisory products and services under the umbrella of Prime Capital Investment Advisors, Heather’s contributions are integral to the firm’s mission of delivering top-tier financial solutions to clients. Through her leadership and expertise, she exemplifies the values of QPA, ensuring that both clients and colleagues receive the highest level of support and service.
