Angela J. Pollina
High Point,NC
Summary
A result oriented individual with specialized training and dedication to successfully adapting to the ever changing work day. Skilled in determining priorities, analyzing course of action, and making adjustments for peak efficiency to keep a steady workflow. Interfaces easily with all levels of management, co-workers and clientele.
Overview
16
16
years of professional experience
1
1
Certificate
Work History
Director of Operations
Covenant Advisory Group/Equitable Advisors
Charlotte, NC
04.2017 - Current
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Delivered optimal administrative, customer service and case management support.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Assisted in organizing conferences, seminars and other events as directed by the executives.
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
- Assisted in developing policies and procedures pertaining to office administration matters.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Developed effective filing systems for easy retrieval of information when needed.
- Scheduled appointments for executives
- Maintained confidential records and files related to executive operations.
- Case management: Ensured that all relevant paperwork was completed accurately and compliant prior to submission for any new business or service to any inforce contracts.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
- Followed proper procedures to support compliance audits.
- Leveraged word processing software to create proposals, letters, memos,and to create and facilitated board meeting agendas and distributed support materials in advance for successful sessions.
- Researched and prepared information for presentations to high-level executives.
- Participated in frequent communication with other administrative team members, on special projects and events.
- Supervised executive and management calendars while allocating tasks to administrative support team for smooth operational flow.
- Designed PowerPoint presentations for meetings with top-level executives.
- Facilitated meetings with key stakeholders to discuss progress towards objectives.
- Provided leadership and guidance to team members.
- Maintained budgeting documents for accurate tracking of expenses.
- Developed and implemented operational strategies to maximize efficiency, and improve customer satisfaction.
- Developed training programs for new employees as well as existing staff members.
- Oversaw the implementation of new technology solutions designed to streamline processes.
- Negotiated with suppliers ensuring best value pricing options were secured.
- Established operational guidelines and identified opportunities for improvement.
- Developed and maintained client relationships to grow business and improve account retention.
- Recognized employees for demonstrating excellent service resulting in increased company morale.
- Reviewed site and department performance to improve quality comply with regulatory requirements.
Sales Assistant/Non Reg Rep/Client Services Manager
Compass Financial Partners, LLC/SDS Holdings/ Lincoln Financial Advisors
02.2008 - 03.2011
- Personal executive assistant to all 5 advisors, managed and maintain company calendar, arranged advisor travel, answered and screened all incoming sales/service calls, coordinated mailings, arranged client meetings and events, managed compliance approved advertising and marketing, case management, scheduled client appointments, serviced new business for brokerage and advisory clients, made trades under the order of a registered rep, created and maintained all filing systems, case prep, created invoices as needed for sales, client review preparation, client servicing for 'Symmetry' accounts, created and distribute weekly cash reports, coordinate all wholesaler update luncheons, maintain and submit all insurance appointments and renewed licenses for all advisors, maintained and submit all security licenses for all advisors, maintained and submit all CE requirements for all advisors
- Provided excellent customer service to clients in person and over the phone.
- Ensured compliance with company policies and procedures at all times.
- Provided customer service by answering questions, resolving problems, and responding to complaints in a timely manner.
Education
NC Life, Health, MCR, LTC Insurance -
North Carolina Department of Insurance
Skills
- Strategic planning and execution
- Process Improvement
- Leadership training
- Business Management
- Workforce Planning
- Customer Service Management
- Data Management
- Sales Tracking
- Administrative Management
- Employee Development
- Policy/program development
- Operations Management
- Teamwork and Collaboration
- Business marketing
- Organizational Skills
Certification
- NC Notary Public - Expires 4-30-2029
Timeline
Director of Operations
Covenant Advisory Group/Equitable Advisors
04.2017 - Current
Sales Assistant/Non Reg Rep/Client Services Manager
Compass Financial Partners, LLC/SDS Holdings/ Lincoln Financial Advisors
02.2008 - 03.2011
NC Life, Health, MCR, LTC Insurance -
North Carolina Department of Insurance
- NC Notary Public - Expires 4-30-2029
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Similar Profiles
Keillan WhaleyKeillan Whaley
Financial Advisor at Equitable AdvisorsFinancial Advisor at Equitable Advisors
Ryan Andrew GomezRyan Andrew Gomez
Financial Professional at Equitable AdvisorsFinancial Professional at Equitable Advisors
Steven VenegasSteven Venegas
Financial Advisor at Equitable AdvisorsFinancial Advisor at Equitable Advisors