Personable and dedicated Customer Service Specialist with extensive experience in the Financial industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Hi, I’m
April Elliott
San Marcos,USA
Summary
Overview
17
years of professional experience
Work History
McClure Wealth Management (Independent Financial Group)
Office Administrator
05.2021 - Current
Job overview
- Manage and maintain all aspects of the office pertaining to operations, office essentials, client interaction via phone and email
- Partner with the Financial advisor to ensure clients are receiving their mid-year or yearly review and analysis regarding their financial plan
- Execute from start to finish the required documents for new business e.g., Annuities, Life Insurance, Define Benefit & Retirement & all Non-Retirement Accounts
- Primary contact for all client inquiries, needs, and necessities
- Collaborate daily with back office to ensure operations follow Supervision and Wealth Management guidelines
- Research new products that will be suitable for clients’ short- and long-term goals.
LPL FINANCIAL
Administrative Assistant
07.2018 - 05.2021
Job overview
- Provide direct support to 5 financial advisors
- Manage their CRM e.g., Sales Force, Red Tail, and outlook for scheduling appointments, bulk emails, task assignments, and follow up requests
- Booked travel arrangement for advisors
- Perform all transactions that are operational in nature such as, move money, Retirement Accounts, withdrawals, account transfers, new accounts, alternative investments, outside investments and annuities
- Answer client phone calls, respond to account related questions and transactions via email
- Lead projects related to bulk account maintenance and updates, transitions, and account conversions
- Research complex situations and define the actions necessary to resolve inquiries in a timely manner
- Ensured all PII documentation was disposed or locked away properly daily.
Capital Group Companies
Retirement Plan Specialist
06.2013 - 07.2018
Job overview
- Provided customer service to retirement plan sponsors, third party administrators, and financial professionals
- Responded to inquiries, and process participant-level, and plan-level requests (e.g., financials and account maintenance) received via phone, email, or mail
- Researched complex inquiries, receive, and respond to escalated issues
- Consult with customers to handle critical and complex inquiries
- Served as technical subject matter expert (SME) within and outside of RPS department
- Demonstrated the highest level of technical expertise (e.g., website, research
- Distributions, help desk, plan termination, and corrective processing)
- Advise clients on Internal Revenue Service (IRS) guidelines, as appropriate
- Participated in projects for continuous improvement
- Identify trends: gather and analyze data to provide resolution and training.
Office Team
Administrative Professional (On Assignment)
10.2012 - 06.2013
Job overview
- Performed administrative duties as assigned such as, maintained, and organized files (manually and electronically), Answered phones, data entry, and reception desk as required
- Replied to emails, handled sensitive information to internal colleagues and external enquirers
- Performed clerical duties delegated by upper management.
CRES Insurance
Property & Casualty Sales Associate
10.2011 - 09.2012
Job overview
- Retained 85% of policy holders during their annual renewal period
- Interviewed prospective clients to learn about their financial needs, and to discuss any existing coverage
- Processed applications, payments, corrections, endorsements, and cancelations
- Prepared necessary paperwork to process insurance sales and renewals.
San Diego Pension Consultants
Retirement Plan Coordinator
12.2006 - 07.2010
Job overview
- Managed the function of a high-volume distribution department
- Kept internal tracking system of all incoming requests via email, mail, or fax
- Delegated assignments accordingly amongst department personnel
- Maintained daily status follow up with clients regarding the timeline of delivery documents
- Communicated and Collaborated with Financial Institutions, Plan Sponsors, and financial Professionals on daily transactions, account balances, investment options, plan corrections, and withdrawal status
- Interviewed and Recruited college students for part-time positions and performed the training on department procedures and processing of external documents.
Education
Coastline Community College
Associate in Psychology
05.2022
University Overview
Miramar College
Certificate Program in Business Administration
09.2015
University Overview
ASPPA-Education Retirement Plan Academy RPF-1 & RPF-2 CERTIFICATION
09.2015
University Overview
California State University San MarcosSan Marcos, CA
Bachelors in Psychology
University Overview
Skills
- Record Management
- Appointment Scheduling
- Prioritization & Problem-solving
- Report Writing & Presentation
- Training & Development
- Customer Relations Building
- Financial Account Management
- Microsoft Office
- Customer Engagement
- Administrative Support
- Operations Management
- Customer Relationship Management (CRM)
- Salesforce Management
- Time Management
- Office Management
- Strategic Planning
References
References
References available upon requestTimeline
Office Administrator
McClure Wealth Management (Independent Financial Group)
05.2021 - Current
Administrative Assistant
LPL FINANCIAL
07.2018 - 05.2021
Retirement Plan Specialist
Capital Group Companies
06.2013 - 07.2018
Administrative Professional (On Assignment)
Office Team
10.2012 - 06.2013
Property & Casualty Sales Associate
CRES Insurance
10.2011 - 09.2012
Retirement Plan Coordinator
San Diego Pension Consultants
12.2006 - 07.2010
Coastline Community College
Associate in Psychology
Miramar College
Certificate Program in Business Administration
ASPPA-Education Retirement Plan Academy RPF-1 & RPF-2 CERTIFICATION
California State University San Marcos
Bachelors in Psychology
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