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
New Castle, IN
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