Summary
Overview
Work History
Education
Skills
Certification
Timeline
AssistantManager
HOLLY STRICKLAND

HOLLY STRICKLAND

Albuquerque,NM

Summary

Director of Community Outreach and Client Service Operations Manager with nearly a decade of experience in the Wealth Management industry. Skilled in coordinating events, developing effective outreach strategies, while delivering exceptional customer service managing complex client accounts and resolving issues in a timely and efficient manner. Proven track record of developing and maintaining strong relationships with clients and internal stakeholders. Committed to increasing financial literacy and empowering individuals to achieve their financial goals

Overview

14
14
years of professional experience
1
1
Certification

Work History

Director of Community Outreach

Retirement Extender
Albuquerque,, NM
02.2020 - Current
  • Prepare materials and implement outreach strategies to promote financial literacy and awareness in the community.
  • Coordinate financial literacy classes for community members.
  • Represent firm at community events and conferences.
  • Procured equipment and supplies needed to fulfill project requirements and community outreach activities.
  • Directed in-person and telephone-based potential client contact.
  • Oversaw social media presence and aligned posts to include branding and trending ideas.
  • Cultivated strong corporate image and identity with clear branding.
  • Prepare and edit PowerPoint presentations.
  • Create and promote client events.
  • Facilitate community and continuing education classes wealth advisor presentations.
  • Promoted grassroots marketing initiatives in community and created broad buy-in and support of outreach programs.
  • Directed promotional approaches for over 4-6 new or updated product launches per year.
  • Prepared presentations and other promotions to community audiences.
  • Created and distributed client videos for events and staff news.
  • Onboarded new clients.
  • Assisted and mentored Client Service Managers.
  • Assisted and mentored Administrative Assistants.

Client Services Manager

Retirement Extender
Albuquerque, NM
04.2015 - 01.2020
  • Monitor compliance with regulatory requirements and company policies and procedures.
  • Basic knowledge of financial principles, retirement products.
  • Prepare all industry compliance forms and applications.
  • Develop and deliver training programs for new hires.
  • Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
  • Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
  • Performed duties and provided service in accordance with established operating procedures and company policies.
  • Maintained client files with contracts, records of client interactions, client notes, and other information.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Organized daily workflow and assessed appropriate staffing to provide optimal service.
  • Scheduled and attended meetings with clients and prospective clients.
  • Delegated tasks to existing support team members.
  • Collected confidential financial information from clients to construct comprehensive financial plans.
  • Onboarded new clients.
  • Hiring and onboarding of new employees.
  • Lead weekly staff meetings to ensure team collaboration of tasks and client communication.
  • Assisted client in selecting best long-term care and or life insurance products.
  • Created onboarding protocols to standardize procedures and reduce preparation time by 50%.

Administrative Assistant

Retirement Extender
Albuquerque, NM
11.2014 - 04.2015
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Managed office operations by coordinating and scheduling appointments, meetings, and conference calls and responding to client inquiries via phone and email.
  • Scheduled office meetings and client appointments for staff teams.
  • Assisted wealth managers in preparing financial reports and presentations.
  • Maintained client database, prepared client account paperwork and ensured compliance with regulatory requirements.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Monitored supervisor's work calendar and scheduled appointments and meetings.
  • Coached new employees on administrative procedures, company policies and performance standards.
  • Restocked supplies and placed purchase orders to maintain adequate stock.
  • Arranged rapid office equipment repair and maintenance with vendors.
  • Managed filing system, entered data and completed other clerical tasks.

Medical Office Assistant

St. Raphael Medical Center
Albuquerque, NM
07.2012 - 04.2015
  • Filing and data archiving.
  • Prepared prescribed remedies.
  • Ordered office supplies.
  • Performed monthly supplement inventory and ordering.
  • Invoice processing.
  • Multi-line phone proficiency.
  • Recorded and filed patient data and medical records.
  • Scheduled patient appointments.
  • Completed registration quickly and cordially for all new patients.
  • Provided administrative support for physician.
  • Consistently informed patients of their financial responsibilities before services were rendered.
  • Posted charges, payments and adjustments.
  • Handled cash and deposits using proper accounting procedures and documentation.
  • Reconciled bank accounts.
  • Maintained organized logging system for tracking test results.
  • Created website.

Administrative Assistant/Bookkeeper

M&M Stores
Albuquerque, NM
01.2009 - 08.2012
  • Managed receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
  • Maintained electronic and paper files. Wrote reports and correspondence from dictation.
  • Organized files, developed spreadsheets,faxed reports and scanned documents.
  • Posted open positions on company and social media websites.
  • Properly routed agreements, contracts and invoices through signature process.
  • Basic book keeping duties.
  • Accounts Receivable/Payable using Quick-books.
  • Implementing and enforcing of store procedures and protocol.
  • Processed invoices and expenses using QuickBooks to facilitate on-time payment.
  • Made copies, sent faxes and handled all incoming and outgoing correspondence.
  • Created weekly and monthly reports.

Education

Associate of Science - Psychology, General Science

Central New Mexico Community College
12.2012

Skills

  • Back Office Operations
  • Compliance Audit Lead
  • Employee Training
  • Microsoft Outlook
  • Data Entry Documentation
  • 10-Key Proficiency
  • Tax Software
  • CRM Software
  • Remote Conferencing
  • Set Appointments
  • Social Media Updating
  • Spreadsheets
  • Documentation

Certification

  • State of New Mexico life and Health Insurance License
  • State of New Mexico Notary

Timeline

Director of Community Outreach

Retirement Extender
02.2020 - Current

Client Services Manager

Retirement Extender
04.2015 - 01.2020

Administrative Assistant

Retirement Extender
11.2014 - 04.2015

Medical Office Assistant

St. Raphael Medical Center
07.2012 - 04.2015

Administrative Assistant/Bookkeeper

M&M Stores
01.2009 - 08.2012

Associate of Science - Psychology, General Science

Central New Mexico Community College

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