Julie Woolums
Financial Services
New Castle,IN
Summary
Dedicated administrative professional with successful experience in fast-paced office setting. Hardworking team player with expertise in completing various tasks, while providing support to five financial advisors with all aspects of day-to-day business. Responsible, punctual and productive professional while working with little to no supervision.
Overview
24
24
years of professional experience
Work History
Registered Administrative Assistant
First Merchants Bank
11.1999 - Current
- Developed strategies to streamline and improve office procedures.
- Processed client requests accurately within agreed upon time-frames to meet industry standards.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Proficient in growing key client relationships.
- Interacted with broker/dealer and annuity companies to ensure new business tickets are in good order and processed timely.
- Responsible for submitting advertising materials for approvals to remain compliant.
Skills
- Series 6 and 63 licensed since 2015
- Office Administration
- Appointment Scheduling
- Event Coordination
- Records Management
- Data Management
- Microsoft Excel
- Professional Communication
- Prioritization
- Resourceful
- Client Relations
Timeline
Registered Administrative Assistant
First Merchants Bank
11.1999 - Current