Karie Ramsey
Hubbs & Whitehead CPAs & Advisors
Van Buren,AR
18
years of professional experience
Detail-oriented professional with extensive experience in wealth management and administration. Proven ability to identify process improvements and enhance client experiences, ensuring compliance and timely communication to foster lasting relationships.
Work History
Operations Manager
5 Years 4 Months- Assisted in preparing client portfolios and investment proposals.
- Coordinated client communications to ensure timely responses and updates.
- Streamlined document management processes for improved efficiency.
- Maintained compliance with regulatory requirements and internal policies.
- Facilitated onboarding process for new clients, enhancing customer experience.
- Supported senior advisors in portfolio analysis and performance reporting.
- Supported clients during major life events, such as retirement or inheritance planning, ensuring smooth transitions and minimized tax implications.
- Implemented new technology tools that streamlined workflow processes, reducing time spent on manual tasks.
- Executed trades efficiently with precision, minimizing errors and maximizing returns for clients' portfolios.
- Enhanced client satisfaction by providing comprehensive wealth management support and tailored financial solutions.
- Contributed to team success by providing exceptional administrative support to financial advisors and other colleagues.
- Delivered outstanding customer service by promptly responding to client inquiries and addressing concerns, contributing to a high level of client satisfaction.
- Assisted in the creation of customized investment portfolios to meet clients'' specific financial goals.
- Developed strong relationships with high-net-worth clients, ensuring trust and long-term retention.
Administrator
5 Years 4 Months- Managed office operations, ensuring smooth workflow and adherence to deadlines.
- Coordinated scheduling for client meetings and team events, optimizing resource allocation.
- Streamlined administrative processes, enhancing efficiency in document management systems.
- Developed training materials for new staff, improving onboarding experience and knowledge retention.
- Analyzed operational workflows, identifying areas for improvement and implementing strategic solutions.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
Account Manager
11 Years 11 Months- Managed high-value client accounts, consistently exceeding service level expectations.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
Education
No Degree - Business Administration
Skills
Portfolio management
Customer service
Problem-solving
Honest and dependable
Time management
Attention to detail
Organizational skills
Microsoft Excel
Wealth management
Sales support
Account management
Order entry
Data entry skills
Invoicing and billing
Shipping procedures
Timeline
Operations Manager
Hubbs & Whitehead CPAs & Advisors
06.2021 - CurrentRead More
Administrator
Hubbs & Whitehead CPAs & Advisors
06.2021 - CurrentRead More
Account Manager
Weldon, Williams & Lick
12.2008 - 11.2020Read More
University of Arkansas Fort Smith
No Degree from Business Administration
Read More