ARLINDA HAJDARI
Pinellas Park,FL
Summary
Highly qualified Operations Specialist and motivated professional experienced in the financial industry, with a successful history of covering external and internal communications. Well-versed in mentoring and developing strategies to meet organizational goals. Known for exceptional organization and prioritization skills to manage multiple concurrent projects. Seeking a position with promise of advancement and intellectual/strategic challenge.
Overview
12
12
years of professional experience
Work History
Operations Team Lead
Darwin Wealth Management
Tampa, FL
06.2022 - Current
- Planned, managed and executed projects, ensuring accurate and timely delivery of milestones
- Made learning strategy recommendations and created project plans to support development and implementation
- Collaborated with Client Service Leadership and Service Quality and Training to ensure the learning programs meet business needs
- Researched, designed, and developed engaging and effective training solutions that meet a high standard for quality, service, and client experience
- Created operations manual detailing daily procedures step by step
- Prepared paperwork in all areas of the business to achieve client's end goals
- Assisted clients with annuity questions, changes, and recommendations
- Worked closely with banks, and custodians to meet firm and client needs
Customer Service Staff
Publix Super Markets, Inc
St. Petersburg, FL
04.2012 - 11.2022
- Compiled weekly monetary reports and records for upper management
- Performed cash office opening and closing duties including balancing, identifying, and resolving cash discrepancies, completing bank and corporate deposits, and managing cash stock and inventory balances
- Aided in payroll procedures for the store
- Coordinated schedule of customer service associates and assigned daily tasks
- Conducted money transfer services as a Western Union agent under AML compliance
- Organized special activities and volunteering events
- Trained new associates in all Customer Service tasks, including cash office
Service Advisor
Raymond James, Inc
St. Petersburg, FL
06.2021 - 06.2022
- Structured, managed, and tracked multiple detailed tasks with frequently changing priorities in a fast-paced work environment
- Provided transitional support to RIA Firms joining our custody service
- Followed strict guidelines and deadlines in preparing informational reports of all business aspects, including billings and expenses
- Coordinated and lead training meetings for RIA firm professionals on various Raymond James systems
- Processed monthly and quarterly billings for wealth management offices
- Reconciled and charged monthly expenses for RIAs
- Nurtured professional relationships with over 40 assigned firms and served as liaison between financial advisors and Raymond James
- Completed registrations and terminations for RIA offices and employees in PeopleSoft, SalesForce, and Data Relationship Management
Trade and Support Specialist
Raymond James, Inc
St. Petersburg, FL
07.2020 - 06.2021
- Contacted high-profile clients to verify paperwork and transactions
- Reviewed several documents such as Corporate Resolutions, Trustee Certifications, Power of Attorneys, etc
- To determine authority levels on specialty accounts
- Provided first tier support for Registered Investment Advisors in Money Movement transactions
- Adhered to all reporting procedures, ensuring correct forms are completed within required deadlines
- Effectively communicated with Investment Advisors Division branches to build rapport and resolve any discrepancies presented
- Collaborated with multiple internal departments for problem solving purposes
Administrative Support Specialist II/IRA Specialist
Achieva Credit Union
Dunedin, FL
04.2019 - 07.2020
- Supported account changes requiring legal review for specialty accounts
- Served as internal support for all Credit Union staff, including branch locations regarding IRA accounts inquiries and Ascensus use
- Complied with credit union and IRS regulations by actively participating in computer-based training, seminars, and self-education on IRS procedures and tax reform
- Revamped templates and letters used for internal and external communication
- Guided team in constructing training plan and material for credit union core system transition, in addition to running diagnostic tests
- Scripted official procedure scripts for the internal credit union support website
- Received, validated, and processed Wire Transactions working closely with Risk Management
- Performed extensive account research to prepare reports and certified letters required by insurance companies, law firms, and financial institutions
- Prepared and submitted IRA tax form corrections to the IRS
- Managed office supplies orders and inventory
Member Service Advisor III
Achieva Credit Union
Dunedin, FL
04.2018 - 04.2019
- Excelled in knowledge base exams determining the level of the position advancing form MSA I to MSA III
- Completed Fraud/Dispute processes for Debit/Credit card transactions
- Provided customer service technical support of Achieva's electronic services, including but not limited to online banking, mobile banking, electronic payments, and money movement
- Advised members on beneficial offers and provided resolutions through products and services via phone and email
- Opened, closed, and maintained a variety of accounts
Corporate Imaging/ Human Resources Intern
Raymond James Financial Services, Inc
St. Petersburg, FL
06.2013 - 08.2014
- Screened resumes to match requirements for posted positions
- Participated in recruiting and onboarding activities for new hires
- Identified mistakes on I9 forms and took measures to correct them
- Entered information of new and terminated employees in the company's system
- Virtually opened, closed, and edited departments in PeopleSoft
- Organized virtual and physical file cabinets, ensuring all security requirements were met
Education
Licensed - 2-15 Resident Health & Life And Annuities Agent
Florida Department of Financial Services
11.2022
Bachelor of Arts - Psychology
Florida International University
Miami, FL05.2018
Associate of Science - International Business Minored, English Literature
Florida International University
Miami, FLSkills
- Professional business witting
- Skilled multi-tasker
- Self-motivated
- Training background
- Team development
- Analytical
- Human Resources
Languages
Albanian
Professional
Spanish
Professional
Italian
Limited
Timeline
Operations Team Lead
Darwin Wealth Management
06.2022 - Current
Service Advisor
Raymond James, Inc
06.2021 - 06.2022
Trade and Support Specialist
Raymond James, Inc
07.2020 - 06.2021
Administrative Support Specialist II/IRA Specialist
Achieva Credit Union
04.2019 - 07.2020
Member Service Advisor III
Achieva Credit Union
04.2018 - 04.2019
Corporate Imaging/ Human Resources Intern
Raymond James Financial Services, Inc
06.2013 - 08.2014
Customer Service Staff
Publix Super Markets, Inc
04.2012 - 11.2022
Licensed - 2-15 Resident Health & Life And Annuities Agent
Florida Department of Financial Services
Bachelor of Arts - Psychology
Florida International University
Associate of Science - International Business Minored, English Literature
Florida International University
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