Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Timeline
Generic
Chrissy L. Oakley

Chrissy L. Oakley

Tampa

Summary

Highly dependable, organized, and resourceful self-starter with a comprehensive skill set spanning in sales, marketing, recruiting, engineering, finance, insurance, and graphic design. Throughout my career, I have gained extensive knowledge and experience in computer software and hardware, office operating procedures, marketing, professional development, recruitment, and compliance. I have extensive experience in C-level executive support. These acquired skills consistently exceed expectations and drive growth and success for the companies I have worked with. Eager to leverage expertise and contribute to the team beyond the boundaries of my role.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Operations Associate

Signature Financial Solutions
04.2021 - Current
  • Ongoing development & implementation of new initiatives to improve business processes, and procedures of the firm
  • Development, Design & Maintain Internal Website
  • Admin for firn's phone system
  • Client Service
  • Account Maintenance
  • Life Insurance Underwriting
  • Website Design
  • Technical Support
  • Streamlined client onboarding processes
  • New Hire Onboarding
  • Event Planning
  • Created collateral for advisor marketing initiatives.
  • Optimize CRM processes, resulting in improved client retention

Freelance - Professional Services

Oakley Professional Services
07.2019 - 04.2021
  • Local and remote virtual assistant services
  • Create graphic illustrations for publications and coordinate delivery of projects to off-site printer and publishers
  • Redesign of sites to enhance navigation and improve visual appeal
  • Design, build and maintain complete company websites
  • Resume Writing
  • Bonded Notary Services
  • Sketch outline designs and use of design programs including Adobe Photoshop, Adobe Illustrator, Corel Draw & CAD software to create detailed design and specifications

Branch Administrator

McElhanney Consulting Services Inc.
05.2016 - 05.2019
  • Compile and complete project documentation per ISO 9008 standards, set up projects in Microsoft Dynamics SL system, and maintain all Quality Management filing systems including archiving and disposal of office documents
  • Accounts payable, reconcile payments, complete documentation, and process payment vouchers in cooperation with the accounting department
  • Accounts receivable, create detailed project invoices utilizing Microsoft Dynamics SL software, track project budgets and payments received, and process bank deposits
  • Perform office level HR tasks such as employee benefit coordination, new hire paperwork, employment letters, resume writing, and liaising with HR as needed/HR Compliance (hiring & training)
  • Coordinate all branch office documentation and project information with the head office in Vancouver, BC
  • Safety training and continued education to be compliant with DOL laws and HSE for safety recommendations and requirements
  • Create and maintain Emergency Response Plan
  • Member of Annual MAC Planning Committee
  • Plan Administrator for employee 401(k) plan, life insurance, medical policies, workers compensation/general liability, and professional liability insurance policies

Executive Administrative Assistant

Waddell & Reed
06.2006 - 12.2015
  • Streamline back-office services for clients to promote proper functionality and positive user experience
  • Control and manage document processes by reviewing files, records, and critical information to confirm accuracy and comply with company policies and procedures
  • Prepare and update office records, spreadsheets, and presentations to support executive needs and enhance office efficiency
  • Process & review all trades and transactions for retirement accounts/nonretirement accounts/annuities
  • Ensure all daily client transactions are properly recorded, processed, and entered in computerized accounting system
  • Compliance & record keeping maintained daily in effective manner resulting in compliant audits for FINRA & intercompany required procedures
  • Tackle and address top-level, high-priority issues while maintaining professional administrative discretion
  • Order catering or restaurant delivery to offer food and beverages to meeting and conference attendees
  • Coordinate executive and senior management vacation, day-to-day meeting, and travel schedules
  • Plan and execute corporate meetings, lunches, and special events for all employees
  • Design PowerPoint presentations for monthly divisional meetings for top-level executives and training material for advisors
  • Verify operation of office equipment by completing preventive maintenance requirements and calling for repairs
  • Professional securities and insurance licensing registration processes for all advisors

Executive Office Administrator

Ovation Enterprises
06.1996 - 04.2006
  • Accounts Payable/Accounts Receivable/Purchase Order & Invoice Processing
  • Assist in preparation of department budgets and expenses
  • Assist office staff in maintaining files and databases
  • Bookkeeping
  • Desktop Publishing
  • Hire, train, and supervise all administrative personnel
  • Payroll
  • Prepare reports, presentations, memorandums, proposals, and correspondence
  • Schedule appointments and meetings for executives and C-level department heads
  • Serve as the go-to for office inquiries and conflicts
  • Track office supply inventory and approves supply orders
  • Staff Scheduling
  • Benefits Coordinator (Life Insurance, 401(k), Medical, Disability, Dental, & COBRA)
  • Implemented strategic offerings to enhance company's suite of products and services
  • Optimize supply chain to reduce materials costs and improve distribution

Education

Associates - Graphic Design

International Academy of Design & Technology
Tampa, Florida
05.2002

Skills

  • Adobe Suite Expertise
  • Benefits Coordinator/Plan Administrator
  • Bookkeeping/Budget Management
  • CRM Management/Workflow Creation including MS Dynamics/Redtail/Salesforce/Wealthbox (Expert)
  • Desktop Publishing
  • Document Flow Coordination
  • Event Planning
  • Financial Administration
  • Financial Planning/Analysis Software
  • Google Workspace (Expert)
  • IT, Networking & Cybersecurity
  • Microsoft Office Suite/Copilot/365 Programs Expertise
  • Multi-Line Phone Proficiency
  • New Hire Licensing & Onboarding
  • Office Equipment Maintenance & Repair
  • Operations
  • Payroll Processing
  • Process Enhancements & Revisions
  • Process mapping
  • Proofreading/Letter Composition
  • QuickBooks/Quicken
  • Recruiting
  • Relationship Building
  • Scheduling
  • Social Media Marketing
  • Time Management
  • Web Development
  • Website/Logo/Graphic Design
  • Word Processing/Data Entry

Certification

  • Adult & Pediatric First Aid/CPR/AED Certified
  • Bonded Notary: Florida & Iowa

Accomplishments

    As a successful and experienced administrator for Waddell & Reed during my ninth year of service, I was selectively chosen by the VP of Field Operations out of 500+ Admins to serve on a new committee, ProjectU. This role gave me the opportunity to represent all administrators of Waddell & Reed companywide representing the company's administrators regarding company office procedures, technology/software development, and office logistics management.

Timeline

Operations Associate

Signature Financial Solutions
04.2021 - Current

Freelance - Professional Services

Oakley Professional Services
07.2019 - 04.2021

Branch Administrator

McElhanney Consulting Services Inc.
05.2016 - 05.2019

Executive Administrative Assistant

Waddell & Reed
06.2006 - 12.2015

Executive Office Administrator

Ovation Enterprises
06.1996 - 04.2006

Associates - Graphic Design

International Academy of Design & Technology

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Chrissy L. Oakley