Kara Zimmer
Clarksville,TN
Summary
Hardworking and reliable legal assistant focused on going above and beyond to support the team and serve citizens of Tennessee. Trained in processing cases and offering top-notch intelligence and research for cases and complaints. Motivated to continue to learn and grow as an employee of the Office of the Inspector General.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Legal Assistant
Department Of Finance And Administration, Office
09.2019 - Current
- Assisted with administrative hearings preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
- Filed court documents and legal pleadings with court clerk on behalf of attorney for civil cases.
- Reviewed, edited and proofread documents for proper grammar, spelling and punctuation.
- Improved communication between the attorney and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
- Enhanced office productivity by implementing efficient document management systems for easy retrieval and storage.
Investment Management Consultant
Raymond James Financial Services, Inc.
03.2017 - 05.2019
- Managed and trained branch support staff
- Mentored support staff and developed manuals to cross-train all members of the team
- Assessed client risk tolerance for market fluctuations combined with liquidity needs to build a personalized strategy tailored for their risk tolerance, goals, and timeline
- Evaluated and effectively identified gaps in clients’ financial plans and advised on solutions to help them reach their short and long-term financial goals which resulting in increased client retention
- Analyzed investment vehicles to narrow down and determine which investments are the most suitable
- Entered client data into Goal Planning and Monitoring (GPM) software and tracked their probability of financial success using their current plan versus the investment strategies and recommended portfolio
- Prepared financial proposals and consulted clients on investments while providing knowledgeable financial guidance to ensure their plan is customized to fit their financial goals and needs
- Documented in CRM and maintained proactive contact with existing and potential clients on an ongoing basis to assess and monitor whether their objectives have changed
- Networked and built relationships to grow the client base.
Financial Advisor
Raymond James Financial Services, Inc.
01.2014 - 01.2017
- Registered Client Services Manager (2010-2014): Created and implemented a contact management system for the branch with over 700 households
- Organized complex projects and delegated tasks in a high-volume branch
- Implemented structured processes that ensured conveyance of sales/service vision by automating, centralizing, and streamlining policies and procedures to ensure consistent customer service
- Trained staff to maintain high level of customer satisfaction by developing action plans to exceed customer expectations.
Education
Bachelors of Science - Liberal Studies in Music
Austin Peay State University
12.2004
Skills
- Case Management
- Legal Document Preparation
- Legal/Court Processes
- Organizational Efficiency
Certification
- Administrative Professionals Academy (Naifeh Center for Effective Leadership) - Completed 2023
- Raymond James Institute of Investment Management Consulting (IIMC) - Completed August 2018
- Life, Health, Variable Life, Variable Annuities, and Long-Term Care - Completed March 2007
- FINRA Series 66 - Completed April 2007
- FINRA Series 7 - Completed February 2007
- Notary Public, State of Tennessee
Affiliations
- Leadership Clarksville, Graduate, 2018, Current
- Center of Excellence for the Creative Arts, Board Member, 2018, Current
- Montgomery County Relay for Life, Event Chair, 2016, 2018
Timeline
Legal Assistant
Department Of Finance And Administration, Office
09.2019 - Current
Investment Management Consultant
Raymond James Financial Services, Inc.
03.2017 - 05.2019
Financial Advisor
Raymond James Financial Services, Inc.
01.2014 - 01.2017
Bachelors of Science - Liberal Studies in Music
Austin Peay State University
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