Alex Ollivier
Lindon
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
10
10
years of professional experience
Work History
401K Specialist
Human Interest
03.2024 - 04.2025
- Assisted with employee benefits inquiries and routinely handled complex questions and resolutions.
- Responded to 401k inquiries from employees relating to enrollments, plan changes and contribution amounts.
- Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
- Assisted Plan Administrators with complex plan design questions, portfolio design assistance, year end and compliance testing for 401(k) plans.
- Promoted from Tier 1 Representative to Admin Representative (Tier 3) within 6 months
Futures Trader
Self-Employed
07.2022 - 03.2024
- Sought out and capitalized on commodity sales and purchase opportunities.
- Monitored and consistently analyzed market conditions to identify optimum timing to execute securities transactions.
- Documented transactions to maintain accurate and updated records.
- Utilized advanced charting and technical analysis of market data.
Claims Service Representative
United Insurance Group
11.2021 - 05.2022
- Investigated claims of varying complexity and obtained relevant facts to determine coverage and liability.
- Communicated with customers, drivers, repair shops and legal personnel to gain information.
- Organized detailed client records using computers to enter, access and retrieve data.
- Coordinated payments, collecting and organizing supporting documentation.
- Examined policy coverage forms and other records to determine insurance coverage
Premium Services Representative
Fidelity Investments
01.2015 - 03.2020
- Was consistently a top performer, earning the Excellence in Action award for being the top representative in my department for the Utah Region in Q4 of 2016.
- Primarily worked with Fidelity’s most profitable clients, offering white-glove services including trading, money movement, and account management.
- Knowledgeable in all investment products and account registrations, including advisory accounts.
- Obtained Series 7 and 63 Financial Licenses.
Education
B.S. - Business Management
Western Governors University
Salt Lake City, UT04.2019
Skills
- Communication
- Computer Skills
- Efficient Work Ethic
- Adaptive Learner
- Financial Analysis
- Time Management
- Data Entry
- Employee relations
- Relationship building
- Analytical skills
- Microsoft Excel proficiency
- Task prioritization
Hobbies and Interests
Hiking, Dogs, Fitness, Traveling, Reading, Hockey
Timeline
401K Specialist
Human Interest
03.2024 - 04.2025
Futures Trader
Self-Employed
07.2022 - 03.2024
Claims Service Representative
United Insurance Group
11.2021 - 05.2022
Premium Services Representative
Fidelity Investments
01.2015 - 03.2020
B.S. - Business Management
Western Governors University
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