Hollace M. Hamilton
Akron,Ohio
Summary
Experienced in financial data management, client account oversight, and report preparation. Utilizing strong analytical skills to assist financial advisors in achieving client objectives. Knowledgeable in financial software and regulatory compliance for precise and efficient service delivery.
Overview
33
33
years of professional experience
Work History
Financial Services Assistant
Raymond James Financial Services
04.2022 - Current
- Duties include: comprehensive services covering all phases of a client’s life
- Scheduling portfolio reviews to help with the client’s financial objectives
- Facilitating client beneficiary compensations
- Preparing paperwork for setting up trusts to safeguard a client’s investments
- Implementing and coordinating a client’s retirement; helping them to set up their financial future
- Working with various annuity company representatives over the phone, opening IRA, ROTH, 403b and 529 retirement plans
- Selling stocks from client portfolios for liquidity needs
- Setting up ACH banking information to connect with client accounts, transferring funds between client accounts
- Providing Notary services
Rental Department Associate
Mr. Fun’s Costume and Magic Emporium
09.2016 - 06.2023
- Offer customer guidance in selection of theatrical grade historical and period costumes
- Knowledge of period clothing and eras
- Explanation to customers of our rental contract and rental policies
- Accurate completion of rental agreement
- Increased sales by adding accessories from the retail department to compliment rentals
Head Hostess/ Floor Supervisor
Crave Inc.
03.2006 - 06.2019
- Responsible for booking customer reservations and organizing large parties for corporate holiday parties and life event celebrations
- Managed occasional complaints in a professional manner
- Described menu items to customers and suggested products that might appeal to them
- Provided excellent customer service having extensive knowledge of our regular customers likes and dislikes
Pastry Chef
Classic Desserts
06.2000 - 09.2002
- Oversaw the design, creation and decoration of all pastries, wedding and other celebration cakes
- Creations based on traditional French recipes combined with modern artistic design
- Implemented production of tastefully elaborate sugar cookies, varying with holiday, seasonal and other themes, resulting in diversified profitable sales
Pastry Chef
Charlie Trotter’s
09.1998 - 06.2000
- Involved in numerous aspects of pastry preparation in a high-volume, gourmet kitchen
- Responsible for managing the restaurant’s extensive inventory of cheeses
- Duties also involved plate design and service
Office Manager
Borders Inc.
06.1992 - 03.1996
- Gained practical experience in benefits administration, payroll, cash and bank reconciliation
- Processing and organization of all employee records
- Delivered presentations to full staff at all store meetings
- Maintained office supplies and sideline purchasing and inventory
Education
Bachelor of Science - Organizational Supervision
12.2018
Associate of Arts -
12.2018
Diplome De Patisserie -
03.1998
Certificat De Cuisine De Base -
03.1998
Skills
- Portfolio management
- Financial record keeping
- Record preparation
- Financial transaction posting
- Interpersonal and verbal communication
- Organization skills
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Excellent communication
- Teamwork and collaboration
Awards
Yellow belt certification in Six Sigma
Timeline
Financial Services Assistant - Raymond James Financial Services
04.2022 - Current
Rental Department Associate - Mr. Fun’s Costume and Magic Emporium
09.2016 - 06.2023
Head Hostess/ Floor Supervisor - Crave Inc.
03.2006 - 06.2019
Pastry Chef - Classic Desserts
06.2000 - 09.2002
Pastry Chef - Charlie Trotter’s
09.1998 - 06.2000
Office Manager - Borders Inc.
06.1992 - 03.1996
The University of Akron - Associate of Arts,
Le Cordon Bleu - Diplome De Patisserie,
Le Cordon Bleu - Certificat De Cuisine De Base,
The University of Akron - Bachelor of Science, Organizational Supervision
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