Alivia Haley
Ames,IA
Summary
Operations professional with strong background in document processing and customer service. Highly analytical and organized in addressing routine needs and managing unique circumstances. Skilled in managing applications, maintaining accurate records, and ensuring compliance with regulations. Effective team collaborator focused on delivering results and adapting to changing needs.
Overview
8
8
years of professional experience
Work History
Senior Operations Associate
Cetera Financial Group
07.2021 - Current
- Established long-term relationships with Advisors across five broker dealers through prompt and courteous service.
- Developed and implemented procedures and policies to help support organizational goals for the Financial Planning Operations team.
- Updated existing records with new data, ensuring that our database was up-to-date and accurate, resulting in improved organizational performance.
- Analyze and manage financial planning documentation, including processing payments, to generate comprehensive commission reports for advisor compensation.
Student Assistant Manager
ISU Dining
08.2017 - 05.2021
- Opened and closed facilities and completed checklists for efficient and consistent operations.
- Responded promptly to daily questions and concerns to satisfy needs of administrators, students and guests.
- Trained, supervised, and evaluated staff, enabling them to improve skills and achieve daily objectives.
- Conducted regular inventory audits ensuring accurate stock levels.
Education
Bachelor of Science - Financial Counseling & Planning
Iowa State University
Ames, IA05.2021
Skills
- Attention to detail
- Organizational skills
- Communication skills
- Database management
- Analytical thinking
- Problem-solving
- Operational excellence
- Verbal and written communication
- Operational efficiency
- Standard operating procedures
- Process mapping
Timeline
Senior Operations Associate
Cetera Financial Group
07.2021 - Current
Student Assistant Manager
ISU Dining
08.2017 - 05.2021
Bachelor of Science - Financial Counseling & Planning
Iowa State University