Amanda Brewer
Greer,SC
Summary
Dedicated professional committed to excellence with a proven track record in implementing and maintaining quality standards. Extensive experience in training associates to achieve and exceed these standards while fostering a culture of continuous improvement. Passionate about upholding high levels of quality and ensuring organizational goals are consistently met to enhance overall performance.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Senior Retirement Plan Specialist- Quality Assurance
Raymond James and Associates
10.2023 - Current
- Audited associate transactions to verify accuracy and rectify errors as necessary.
- Conducted call and email evaluations to ensure quality assurance standards were met
- Compiled quality metrics including accuracy rates and associate statistics for department management
Senior Retirement Plan Specialist-Training Coordinator
Raymond James and Associates
01.2023 - 10.2023
- Managed all facets of department training, including scheduling training sessions and ensuring adherence to training standards.
- Formalized training expectations within department to ensure consistency and accountability
Retirement Plan Specialist
Raymond James and Associates
01.2019 - 12.2022
- Coordinated department training initiatives
- Developed training materials and facilitated group and individual training sessions.
- Guided new associates through onboarding, ensuring effective adaptation to department
- Developed and strengthened department trainers' skills
Senior Retirement Plan Service Associate
Raymond James and Associates
01.2018 - 01.2019
- Handled complex transactions for retirement plans
- Facilitated resolution of escalated inquiries regarding retirement plans
- Spearheaded department communication team
Retirement Plan Service Associate
Raymond James and Associates
10.2015 - 12.2017
- Executed transactions for retirement plans
- Responded to questions about retirement plans via telephone and email channels.
- Contributed to department training initiatives
Education
Masters of Music - Music Theory Pedagogy
Michigan State University
East Lansing, MI05-2015
Bachelor of Arts - Music and English
Oakland University
Rochester, Michigan04-2013
Skills
- Quality assessment proficiency
- Training facilitation
- Problem-solving
- Collaboration
- Effective communication
- MS Office Applications (Word, PowerPoint, Excel)
Certification
FINRA Securities Industry Essentials (SIE)- passed November 2025
FINRA Series 99- Operations Professional- passed May 2026
Timeline
Senior Retirement Plan Specialist- Quality Assurance
Raymond James and Associates
10.2023 - Current
Senior Retirement Plan Specialist-Training Coordinator
Raymond James and Associates
01.2023 - 10.2023
Retirement Plan Specialist
Raymond James and Associates
01.2019 - 12.2022
Senior Retirement Plan Service Associate
Raymond James and Associates
01.2018 - 01.2019
Retirement Plan Service Associate
Raymond James and Associates
10.2015 - 12.2017
Bachelor of Arts - Music and English
Oakland University
Masters of Music - Music Theory Pedagogy
Michigan State University