Amanda Kingrey
Fairfield Twp
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
19
19
years of professional experience
Work History
LPL Registered Administrative Assistant
SCOAPE Financial Group
08.2020 - Current
- Mentored junior staff on best practices for financial administration and compliance protocols.
- Led cross-departmental projects aimed at optimizing resource allocation and improving overall operational efficiency.
- Optimized cash flow management of client accounts.
- Prepared annual financial meetings for clients including making trade recommendations.
- Maintained strict confidentiality while handling sensitive financial information as per company policies and legal requirements.
- Ensured compliance with financial regulations by maintaining up-to-date knowledge on industry standards and best practices.
- Played a key role in maintaining an organized filing system for all important financial documents for easy access during audits or reviews.
- Provided comprehensive administrative support to finance team members, including scheduling meetings, organizing travel arrangements, and maintaining files.
- Contributed to the development of strategic business plans by providing detailed financial analysis on potential investment opportunities.
- Completed analysis and special tasks on daily basis for two advisors in the office.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Performed research to collect and record industry data.
Seasonal Sales Manager
Empire Marketing Strategies
01.2016 - 02.2021
- Led sales team to achieve quarterly revenue targets through strategic planning and execution.
- Developed and implemented training programs to enhance team performance and product knowledge.
- Analyzed market trends to identify new business opportunities and optimize sales strategies.
- Collaborated with marketing department to align promotional campaigns with sales goals.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
Administrative Assistant
RG Sellers Company
06.2006 - 12.2017
- Developed and maintained filing systems to enhance document retrieval efficiency and organization.
- Streamlined office procedures, resulting in improved workflow and reduced processing time for administrative tasks.
- Provided support in preparing reports and presentations, enhancing communication and project visibility.
- Trained new team members on office protocols and software applications, fostering a collaborative work environment.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Education
High School Diploma -
Middletown High School
Middletown, OhioSeries 7, 66 And Life Insurance -
Kaplan Financial Education
Skills
- Provided trade recommendations aligned with client growth and risk objectives
- Met with clients to to understand their financial objectives, risk tolerance, and current financial circumstances, including assets, liabilities, income, and expenses
- Developed financial strategies based on the client's profile, to create a customized financial plan for saving, investing, and managing debt
- Regularly review clients' accounts and portfolios and made adjustments as needed to ensure performance is on track or to adapt to major life changes
- Educated clients to explain the benefits and risks of various investment options and answer questions to help clients make informed decisions
- Retirement planning to help clients plan for life after work, including determining how much they need to save and what investment strategies to follow
- Created tax optimization strategies to help clients find legal ways to reduce their tax liability through tax-efficient investment strategies
Timeline
LPL Registered Administrative Assistant
SCOAPE Financial Group
08.2020 - Current
Seasonal Sales Manager
Empire Marketing Strategies
01.2016 - 02.2021
Administrative Assistant
RG Sellers Company
06.2006 - 12.2017
High School Diploma -
Middletown High School
Series 7, 66 And Life Insurance -
Kaplan Financial Education