Summary
Overview
Work History
Skills
Work Preference
Timeline
Janna Hinton

Janna Hinton

Operations Specialist
Indianapolis,IN

Summary

Operations specialist with 24 years of experience. Highly motivated, self-starter with exceptional analytical skills.

Overview

33
33
years of professional experience

Work History

Director of Client Service

Valeo Financial Services
Carmel
02.2021 - 11.2023
  • Expert level in Word, Excel, PowerPoint, Outlook, Redtail CRM, NetSuite, Box, and more
  • Responsible for all operational aspects of Client Service Department, Front Office Operations and Executive Assistants
  • Restructured Client Service Department creating efficiency and cost savings while providing superior service
  • Created and implemented New Client Onboarding Process
  • Created and implemented Death and Divorce process
  • Member of the Leadership Team.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Passionate about learning and committed to continual improvement.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Operations Manager-Client Service Manager

Windsor Wealth Management
Indianapolis
06.1999 - 11.2020
  • Expert level in Word, Excel, PowerPoint, Outlook, Redtail CRM, and Assette reporting software
  • Responsible for all operational aspects of office and staff
  • All back-office responsibilities for PortfolioCenter (downloading, posting, reconciliation, return calculations, cost basis tracking, accounting, etc.) and handled onboarding and setup of Orion software
  • Prepared all reports and reviewed and corrected return issues
  • Handled all invoicing for the firm
  • Well versed in all aspects of a custodian liaison with Schwab, Fidelity and National Advisors Trust
  • In addition, handled all 401K plans, broker/dealer accounts, and can trade all three platforms at a high level of expertise
  • As a licensed insurance agent, was responsible for all insurance education and underwriting for the firm
  • Management of website, all brochures and any graphic design projects
  • Back up IT and assisted with server and station management, mutual fund and equity trading, client deposits, account application preparation/submission, scheduling and dictation.

District Manager

Easy Money of Indiana, Inc
Indianapolis
04.1997 - 06.1999
  • Responsible for opening and continuing to oversee the operation of nine payday loan stores and their employees throughout Indiana
  • For several months, covered twelve Kentucky locations
  • Left this position as we adopted our child and the position required extensive travel.

Office Manager-Collection Specialist

J. L. Hair Realty
Indianapolis
05.1991 - 04.1997
  • Represented this firm on Small Claims Court filings and appearances, accounts payable/receivable, payroll, collections, property management, leasing, employee management, etc
  • Left this position to advance my career.

Skills

  • Type 95WPM
  • Notary
  • Proficient with all Microsoft Office Products
  • Team player
  • Excellent time management skills
  • Conflict Management
  • Public Speaking
  • Analytically-Minded
  • Project Management
  • Verbal and Written Communication
  • Staff Management
  • Customer Relationship Management
  • Team Leadership

Work Preference

Work Type

Contract WorkPart TimeFull Time

Work Location

On-SiteRemoteHybrid

Important To Me

Work-life balanceCompany CultureFlexible work hours

Timeline

Director of Client Service - Valeo Financial Services
02.2021 - 11.2023
Operations Manager-Client Service Manager - Windsor Wealth Management
06.1999 - 11.2020
District Manager - Easy Money of Indiana, Inc
04.1997 - 06.1999
Office Manager-Collection Specialist - J. L. Hair Realty
05.1991 - 04.1997

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Janna HintonOperations Specialist