Connie Schweitzer
Schwan Financial Group
Aberdeen,SD
19
years of professional experience
I am an enthusiastic, self-motivated, reliable, responsible and hard-working person. I am a mature team worker and adaptable to all challenging situations. I’m able to work well both in a team environment as well as using own initiative. I’m able to work well under pressure and adhere to strict deadlines.
Work History
Portfolio Operations Administrator
4 Years 3 Months- Generated monthly and quarterly reports to provide insights for decision-making
- Coordinate with custodians, brokers, and wealth management advisors to resolve discrepancies and answer inquiries
- Managed Black Diamond, DST Vision, and DST Fanmail platforms and implemented new custodian platforms.
- Quarterly correspondence and disbursements for Charitable Remainder Trusts
- Managed quarterly correspondence with stakeholders to ensure timely updates. and disbursements for Charitable Remainder Trusts
Human Resources Generalist/Officer
6 Years 10 Months- Advised leadership on management and employee relations by addressing demands, grievances, and resolving conflicts
- Ensure the organization’s compliance with local, state, and federal regulations
- Investigated employee issues and conflicts, facilitating resolutions to enhance workplace harmony
- Led HR Assistant and HR Specialist in executing job responsibilities accurately and on time while overseeing their development and evaluations
- Utilized HRIS and ATS systems to manage employee data effectively.
- Process Workers’ Compensation claims
- Proficient in HRIS and ATS system
- Process Worker’s Compensation claims
Sales Associate
2 Years 2 Months- Implemented all business-building and relationship-building expectations with uniquely assigned accounts and customers.
- Interviewed prospective clients to assess financial needs and review existing coverage, facilitating informed decision-making
- Presented and explained insurance policy options tailored to client needs and goals, supporting their financial objectives
Criminal Background Supervisor
5 Years 2 Months- Recommended and implemented measures to motivate employees and improve methods, equipment performance, product quality, or efficiency
- Conferred with management and subordinates to resolve employee issues, complaints, or grievances, enhancing workplace relations
- Planned and established work schedules, assignments, and production sequences to align with production expectations
Education
High School Diploma
Real Estate - Real Estate
SCHRM-CP - Online
Skills
Customer support
Client engagement
Scheduling coordination
Policy enforcement
Document management
Data analysis
Client assistance
Process improvement
ADDITIONAL EXPERIENCE
- Mickelson Realtors, Inc.
- Broker Associate
- Aberdeen, South Dakota
- October 1998 – December 2009
Timeline
Portfolio Operations Administrator
Schwan Financial Group
05.2022 - CurrentRead More
Human Resources Generalist/Officer
Plains Commerce Bank
04.2015 - 02.2022Read More
Sales Associate
Aflac
12.2012 - 02.2015Read More
Criminal Background Supervisor
Verifications, Inc.
08.2007 - 10.2012Read More
Aberdeen Central
High School Diploma
Read More
Pro-Ed
Real Estate from Real Estate
Read More
SHRM
SCHRM-CP from Online
Read More