Amy Olson
Holmen,WI
Summary
Financial Service Specialist with expertise in retirement planning and customer relationship management at United Financial Advisors. Proven track record in enhancing client engagement and streamlining account documentation processes. Adept at conducting comprehensive account performance reviews while fostering positive client interactions to drive satisfaction and retention.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Service Specialist
United Financial Advisors
06.2019 - Current
- Prepare all documents for fee based accounts for clients.
- Prepare illustration for clients to share at meetings.
- I prepare all client folders ( new and existing clients) with appropriate forms completed prior to meetings and disclosures.
- Schedule meetings with clients and vendors in person, phone or virtually.
- Conduct all retirement plan transitions if a plan is moving from a recordkeeper, TPA, or different advisor to our firm.
- I prepare all 401K review materials and education materials. I field all retirement calls.
- I am very hands on in all aspects of the financial part of the business at our firm.
Office Manager
Olson Trucking
06.2001 - Current
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Established team priorities, maintained schedules and monitored performance.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Special Education Paraprofessional
School District of Holmen
08.2012 - 06.2019
- Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
- Monitored student classroom and outdoors activities to promote student safety.
- Oversaw class of students in absence of instructor.
- Alerted instructor to student behavior or issues requiring intervention.
- Documented student behaviors, interventions, and outcomes to enable lead teacher to address pertinent issues.
- Supported teacher in development of individual learning strategies.
- Set up visual aids, equipment, and classroom displays to support teacher's lesson delivery.
- Offered student support through special accommodations, extra assistance, and assessments.
- Interacted physically and verbally with students throughout each day.
- Maintained positive attitude and affirmatively communicated with each student.
Reading Together Facilitator
School District of Holmen
10.2009 - 08.2012
- Accessed all early childhood and 4K students for reading delays
- Worked one on one with students below reading level
- Worked on fundamentals of reading with students
- Prepared progress reports for each student for parent teacher conferences
- Worked with teachers to assist students in classroom setting with reading
Education
Bachelor of Science - Psychology
University of Wisconsin - La Crosse
La Crosse, WI05-2001
High School Diploma -
Holmen High School
Holmen, WI05-1997
Skills
- Retirement planning
- Life insurance
- Customer relationship management
- Financial planning
- Account performance reviews
- Financial reporting
- Financial markets
- Account documentation
- Financial services
Certification
Life Insurance License - State of WI
Accident and Health License - State of WI
Timeline
Financial Service Specialist
United Financial Advisors
06.2019 - Current
Special Education Paraprofessional
School District of Holmen
08.2012 - 06.2019
Reading Together Facilitator
School District of Holmen
10.2009 - 08.2012
Office Manager
Olson Trucking
06.2001 - Current
Life Insurance License - State of WI
Accident and Health License - State of WI
Bachelor of Science - Psychology
University of Wisconsin - La Crosse
High School Diploma -
Holmen High School
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