Summary
Overview
Work History
Education
Skills
Traits
References
Timeline
Generic

Cheryl Broyles

Cincinnati,OH

Summary

Results-driven operations professional with a proven track record, specializing in regulatory compliance and client engagement. Expertise in process optimization has led to significant improvements in office efficiency, supported by strong organizational and communication skills. Demonstrated ability to lead cross-functional teams, ensuring operational excellence in dynamic environments.

Overview

23
23
years of professional experience

Work History

Sr. Operations Administrator

Osaic Wealth, Inc.
Cincinnati, OH
02.2022 - 03.2025
  • Company Overview: formerly Lincoln Financial Advisors
  • Completed all daily operations of the office, including, but not limited to ordering supplies, maintenance of office, incoming & outgoing mail, and maintaining regulatory compliant files
  • Assisted financial planners by greeting clients, completing paperwork, ensuring compliance related materials are reviewed and updated as needed, and responding to questions on new computer systems and new company procedures and processes
  • Assisted with the transition of new financial planners into the company
  • Participated in all available training courses, including AML, computer safety, new systems, and new work processes
  • Formerly Lincoln Financial Advisors
  • Managed vendor relationships related to operational activities.

Director of Insurance and Investment Services

WealthStrong Financial
Cincinnati, OH
09.2010 - 02.2022
  • Provided administrative support to the team at WealthStrong Financial, including, but not limited to managing schedules and completing correspondence, setting up client meetings
  • Handled incoming calls and emails, directing inquiries to appropriate team member for prompt resolution
  • Assisted in preparing documents, reports, and presentations for internal and external meetings
  • Maintained office supplies, organized files, and ensured a well-functioning work environment

New Business Processor

Pacific Life
Cincinnati, OH
02.2002 - 02.2009
  • Managed multiple applications simultaneously, prioritizing tasks to meet deadlines, and ensuring accuracy and completeness.
  • Maintained detailed records of all transactions, and communicated effectively with agents and underwriters.
  • Collaborated with underwriters and agents to expedite the approval process for new policies.
  • Utilized company systems and software to streamline the processing of new policy applications.
  • Filed paperwork according to standard operating procedures and entered data points into tracking system.

Education

High School -

Purcell Marian High School
Cincinnati, OH
05.1982

Skills

  • Decision Making
  • Stocking
  • Inventory
  • Administrative Support
  • Time Management
  • Organization
  • Active Listening
  • Multitasking
  • Phone Etiquette
  • Scheduling
  • Cash Management
  • Conflict Resolution
  • Communication
  • Regulatory compliance
  • Document management
  • Client engagement
  • Office administration
  • CRM systems
  • Effective communication
  • Problem solving
  • Time management
  • Attention to detail
  • Business continuity
  • Operational excellence
  • Cross-functional coordination
  • Facilities management
  • Inventory coordination
  • Compliance management
  • Customer relations
  • Operations management
  • Proficient in Microsoft Office

Traits

  • Friendly
  • Flexible
  • Proactive
  • Dependable
  • Hardworking

References

References available upon request.

Timeline

Sr. Operations Administrator

Osaic Wealth, Inc.
02.2022 - 03.2025

Director of Insurance and Investment Services

WealthStrong Financial
09.2010 - 02.2022

New Business Processor

Pacific Life
02.2002 - 02.2009

High School -

Purcell Marian High School

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Cheryl Broyles