Karen L. Gookin

Summary

Highly organized compliance-minded financial services professional collaborating with business partners to create organizational success. Driven to ensure results through responsiveness and clear communication with management, product, and compliance teams. Confident presentation skills provide timely and accurate guidance to all business partners. Adept at strategic planning for all aspects of business unit collaboration.

Overview

years of professional experience

Certification

Work History

Senior Executive Assistant / Sales Support Administrator

Fidelity Investments

Smithfield, RI

01.2006 - Current

Coordinate the regulatory review of marketing materials ensuring alignment with brand guidelines and timely distribution to field teams.
Developed and implemented a streamlined posting process for internal and external content in collaboration with the digital marketing and compliance teams.
Guided business partners on policies and procedures across multiple teams, enhancing compliance and alignment.
Ensure adherence to companywide record retention protocols with accurate documentation of portfolio manager submissions.
Optimize onboarding process for new hires by leading training, coordinating travel, equipment setup, and access to technology essentials.
Plan and execute internal and offsite events, including venue selection, budget oversight, contract negotiation, logistics, and distribution of event collateral.
Efficiently and precisely manage high volume tasks, including travel expense reporting, invoice payments, purchase orders, and vendor management.

Sales Support Associate

The Guardian Life Insurance Company of America

Bridgewater & Boston, MA

09.2000 - 01.2006

Expert guidance on company products, plan options, proposals, and procedures provided to plan holders and brokers to ensure high client satisfaction.
Negotiated rates and resolved complex billing and enrollment issues, enhancing client satisfaction and retention.
Designed and customized presentations and enrollment kits, advising clients on cost-saving strategies to improve overall value.
Monitored broker compliance with state licensing requirements, fostering collaborative relationships to support business development and retention.
Served as lead trainer for incoming associates, developing onboarding materials and delivering in person instruction to accelerate their integration and performance.

Account Administrator

Deutsche Financial Services Corporation

Norwood, MA

10.1999 - 05.2000

Managed daily credit approvals by compiling and transmitting requests, facilitating timely responses to support dealer transactions and business operations.
Prepared and maintained comprehensive account files for annual credit reviews, ensuring accurate documentation for assessment.
Meticulously recorded updates to dealer profiles encompassing ownership changes, credit line adjustments, and contact information.
Monitored business standing with state agencies to ensure compliance with dealer accounts.

Education

Associate of Science Degree - Liberal Arts

Massasoit Community College

Brockton, MA

Skills

Salesforce
Workday
SAP Ariba
SAP Concur
Microsoft Office Suite
SharePoint
Workfront

Consolidated Proposal System
eReview
Course Trax
ARROW
Zoom
Meeting & Event Planner