Hannah Johnson
Batavia,OH
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
10
10
years of professional experience
Work History
Brokerage Operations Associate
Fidelity Investments
06.2024 - Current
- Execute the transfer of financial transactions, stock trades, fund redemptions and retirement distributions in a timely manner
- Analyze supporting documents to confirm legal requirements are met by working closely with internal compliance departments
- Deliver effective written and verbal communication to appropriate business partners and customers when requests are not in order
Project Manager Assistant
Fidelity Investments
02.2021 - 06.2024
- Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with the transfer of their assets
- Completed projects within tight deadlines, coordinating education meetings and prioritizing tasks effectively.
- Mentored several team members, enhancing their skills and contributing to overall team performance improvement.
Manager of Family-Owned Business
Decisions
05.2014 - Current
- Analyzed market trends to identify new opportunities for expansion or diversification in offerings or services.
- Negotiated contracts with vendors, securing more favorable terms and conditions for the business.
- Managed financial tasks for improved budget control and increased profitability.
Human Resources Associate
UC Health Hospital
06.2019 - 07.2021
- Resolved complex employee issues regarding health benefits, retirement and deductions through telephone, email, and in-person interactions
- Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency
- Supported human resources functions such as benefits administration, policy enforcement, and employee relations matters as needed throughout the organization
Education
Bachelor of Science - Psychology
Northern Kentucky University
12.2023
Skills
- Proficient in Word
- Proficient in Excel
- Proficient in PowerPoint
- Project Management
- Salesforce
- Operational Efficiency
Timeline
Brokerage Operations Associate
Fidelity Investments
06.2024 - Current
Project Manager Assistant
Fidelity Investments
02.2021 - 06.2024
Human Resources Associate
UC Health Hospital
06.2019 - 07.2021
Manager of Family-Owned Business
Decisions
05.2014 - Current
Bachelor of Science - Psychology
Northern Kentucky University
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