Office Manager / Para Planner Resume Example
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OFFICE MANAGER / PARA PLANNER
Professional Summary
I am currently seeking a office management position that will utilize my full potential.
Core Qualifications
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Experience
Office Manager / Para Planner
September 2014 to CurrentCompany Name - City, State
September 2014 to CurrentCompany Name - City, State
September 2014 to Current
- Sales support, technology related issues and problem solving for Financial Advisors Incoming & outgoing correspondence Created and currently maintain a paperless office environment QuickBooks, accounts receivable, accounts payable, bank & credit card reconciliations & external payroll service Compliance & audit preparedness Website & social media maintenance Trading when a Financial Advisor is unavailable.
Portfolio Associate / Registered Client Service Associate
January 2004 to September 2014Company Name - City, State
January 2004 to September 2014Company Name - City, State
October 2008 to September 2014
- Sales support, technology related issues and problem solving for five Financial Advisors.
- Developing systems to handle all client related requests and follow up.
- Back up for the operations area.
- Trading when a Financial Advisor is unavailable.
Senior Registered Client Service Associate / Team Business Manager & Complex CSA Coach
May 2005 to November 2007City, State
May 2005 to November 2007City, State
- Sales support and problem solving for a Wealth Management team Focused team on the top 400 households which in turn raised the service level and referral activity Developed, implemented and monitored a system for client financial reviews Responsible for all technology related issues & projects for the team Trading when a Financial Advisor is unavailable.
Branch Administrative Manager / Senior Registered Client Service Associate
January 2004 to May 2005City, State
January 2004 to May 2005City, State
- Sales support and problem solving for all Financial Advisors Review all incoming & outgoing correspondence, faxes, email and instant messages Review & client contact for various compliance related reports for branch Day to day operational issues Technology training and troubleshooting Trading when a Financial Advisor is unavailable.
Technology Specialist
January 2003 to May 2003Company Name - City, State
January 2003 to May 2003Company Name - City, State
January 2003 to May 2003
- Responsible for all technology related issues & projects for The Biondo Group, a Wealth Management Team of 3 Financial Advisors.
- Developed and managed an effective contact system for high net worth clients.
- Designed and published a high quality quarterly newsletter for high net worth clients.
MERRILL LYNCH
November 1994 to July 2002
November 1994 to July 2002
Associate Vice President / Senior Specialist
April 2001 to July 2002Company Name - City, State
April 2001 to July 2002Company Name - City, State
- Promoted to a Senior Specialist position for the New York City District of Merrill Lynch Provided Technology & Training support for the District as well as 5 branch offices in NYC Developed effective communication solutions for the District using technology Recreated and maintained the District Intranet website, as well as a new online calendar system to keep all employees aware of District happenings Created and distributed multi media presentations for employee events and District meetings.
Associate Vice President / Service (Operations) Manager
December 1999 to April 2001Company Name - City, State
December 1999 to April 2001Company Name - City, State
- Promoted to a Merrill Lynch Tier 1 office, supporting approximately 90 Financial Consultants and 40 Client Associates, as well as an Associate Office.
- Maintain and supervise a staff of 46, 6 Operational and 40 Client Associates.
- Recognized for the ability to solve problems in a calm and effective manner.
- Please see those responsibilities listed in previous position.
Manager
May 1998 to December 1999Company Name - City, State
May 1998 to December 1999Company Name - City, State
- Promoted to a Merrill Lynch Tier 3 office, supporting approximately 40 Financial Consultants and 20 Client Associates Solving all elevated sales support issues and problems Maintain and supervise a staff of 21, 1 Operational and 20 Client Associates Receiving and resolving client complaints Troubleshooting all technical problems, resolving all issues through the appropriate department in a timely manner, received Presidents Award for accomplishments in this area Key projects completed accurately, creatively and on schedule.
Registered Sales Assistant
June 1997 to May 1998City, State
June 1997 to May 1998City, State
November 1994 to June 1997City, State
Registered Sales Assistant
October 1991 to November 1994City, State
October 1991 to November 1994City, State
Sales Assistant
October 1994 to November 1994City, State
October 1994 to November 1994City, State
April 1991 to October 1994
Customer Service Representative
November 1981 to April 1991Company Name - City, State
November 1981 to April 1991Company Name - City, State
Buyer's Assistant
October 1990 to April 1991Company Name - State
October 1990 to April 1991Company Name - State
November 1981 to October 1990
Education
Graduate : Accounting, 1981Horseheads High SchoolAccounting
1981Board of Cooperative Educational Services
Certifications
Microsoft Certified Professional
*CompTia A+ Certified
*CompTia Network+ Certified
Skills
A+ Certified, accounts payable, accounts receivable, Acrobat, Adobe Photoshop, credit, Client, clients, Desktop Publishing, email, faxes, Financial, Financial Advisor, Illustrator, InDesign, meetings, Microsoft Certified Professional, Excel, Office, Outlook, Powerpoint, Microsoft Word, Network, newsletter, payroll, presentations, problem solving, quality, QuickBooks, Receiving, Sales support, Troubleshooting, Wealth Management, Website Design, Website
Additional Information
- NASD Series 7, 31, 63 & 65 Registrations *Pennsylvania Life, Health & Variable Annuity Licenses
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Resume Overview
School Attended
- Horseheads High School
- Board of Cooperative Educational Services
Job Titles Held:
- Office Manager / Para Planner
- Portfolio Associate / Registered Client Service Associate
- Senior Registered Client Service Associate / Team Business Manager & Complex CSA Coach
- Branch Administrative Manager / Senior Registered Client Service Associate
- Technology Specialist
- MERRILL LYNCH
- Associate Vice President / Senior Specialist
- Associate Vice President / Service (Operations) Manager
- Manager
- Registered Sales Assistant
- Sales Assistant
- Customer Service Representative
- Buyer's Assistant
Degrees
- Graduate : Accounting , 1981
1981
