Jaime Barick
Crown Point,IN
Summary
Accomplished Team Leader, Client Relationship Manager and C-Level Executive Assistant with more than 20 years of experience. Outstanding at problem solving, active listening, conducting difficult conversations, mentoring, learning and adapting and working in a fast-paced high-stress environment. Strong ability to pivot in frequently changing environments to meet the needs of my employer. Dedicated to quickly and accurately fulfilling any and all responsibilities. Highly proficient in organization, continuous improvement and very eager to learn something new each day. Always friendly, always kind and always willing to help.
Overview
21
21
years of professional experience
Work History
Team Lead Admin Solutions Consultant
LPL Financial
Remote, USA
11.2021 - Current
- Lead Admin serving 8 Financial Advisors while mentoring and training my team.
- Consistently achieved 100% Advisor Retention.
- Consistently earned 10/10 on Advisor Surveys.
- Participant in the Mentor Program and assisted with training multiple new hires.
- In depth knowledge and hands on experience with all LPL departments, systems and programs.
- Proficient in multiple CRM programs including Redtail, Salesforce and LPL's CRM.
- Contributor in Admin Solutions Best Practice Meetings with department leadership.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Delivered optimal administrative, customer service and case management support.
- Proficient at consistently completing work with precision and accuracy in a fast paced high-demand environment.
Client Relationship Manager/Executive Assistant
Harvest Financial Planning
SCHERERVILLE, IN
11.2011 - 10.2021
- Established new and maintained existing client relationships by cultivating open and positive dialogue, delivering high-quality service and following up.
- Received, responded to and resolved customer issues or complaints quickly, resulting in increased client satisfaction.
- Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
- Supervised executive and management calendars while allocating tasks to administrative support team for smooth operational flow.
- Revised and maintained master calendar for client appointments.
- Researched and implemented best practices to improve audit results.
- Upheld privacy and security requirements established by FINRA/SIPC regulatory agencies.
- Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures.
- Handled multiple tasks simultaneously, including talking with and listening to customers while accessing, reading and inputting information into numerous applications.
Office Assistant/Manager
FFC FENCING
CEDAR LAKE, IN
03.2010 - 11.2011
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Compiled and tracked project documents through all phases with well-organized and easily accessible system.
- Traveled to various establishments to obtain licenses and permits.
- Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
- Managed daily financial tasks such as invoices, reports and bank deposits.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
Licensed Insurance Producer
State Farm Insurance Inc
LOWELL, IN
02.2009 - 03.2010
- Multi Licensed by the State of Indiana and by State Farm to sell Life, Health Property and Casualty Insurance.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
New Business Coordinator
NATIONAL BOND & TRUST COMPANY
CEDAR LAKE, IN
10.2003 - 01.2009
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Assisted customers in making payments on accounts and setting up payment plans.
- Documented conversations with customers to track requests, problems and solutions.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Promoted customer retention by using exceptional interpersonal skills.
Education
ASSOCIATES DEGREE - BUSINESS MANAGEMENT
Davenport University
Skills
- Mentoring
- Friendly, positive attitude
- Articulate and well-spoken
- Time Management
- Organization and efficiency
- Critical thinking
- Computer skills
- Strategic Planning
- Business development understanding
- Strong problem solver
- Account maintenance
- Account documentation
- Financial services
- Customer relationship building
- Critical thinking
- Administrative support specialist
- Meticulous attention to detail
- Customer conflict resolution
- Multitasking and prioritization
- Correspondence management
- CRM and office management software
- Sensitive material handling
- Timeline Planning and Management
- Scheduling and calendar management
- Planning for retirement
- Reliable and trustworthy
- Compliance
- People skills
- Microsoft Office
References
Timothy McKenna, Jr.-HARVEST FINANCIAL PLANNING -219-864-5050
Erin Schuster-HARVEST FINANCIAL PLANNING -219-798-1544
Joe Huseman-FFC FENCING -219-696-7646
Aron Schuhrke-STATE FARM INSURANCE -219-690-1100
Timeline
Team Lead Admin Solutions Consultant
LPL Financial
11.2021 - Current
Client Relationship Manager/Executive Assistant
Harvest Financial Planning
11.2011 - 10.2021
Office Assistant/Manager
FFC FENCING
03.2010 - 11.2011
Licensed Insurance Producer
State Farm Insurance Inc
02.2009 - 03.2010
New Business Coordinator
NATIONAL BOND & TRUST COMPANY
10.2003 - 01.2009
ASSOCIATES DEGREE - BUSINESS MANAGEMENT
Davenport University