Laura Chester
Ramsey,MN
Summary
Motivated Operations Manager bringing 20+ years of excellent industry performance and well-developed administrative skills. Successful in client relationships and maintaining a well-organized practice.
Overview
23
23
years of professional experience
Work History
Operations Manager
Vestcore Financial Group, formerly Arden Financial
Maple Grove, MN
09.2024 - Current
- Coordinate internal and external client meetings, including financial plan review preparation, meeting minutes, meal orders, and follow-up.
- Support company payroll reporting and benefit plan enrollments.
- Organizes and maintains client files and databases in a confidential manner.
- Maintains the company website and social media.
- Prioritize daily items with a financial planner, and monitor the process of paperwork.
- Follow proper accounting and bookkeeping procedures to support audits.
- Ensured compliance with all organizational policies and procedures relating to administrative operations.
- Demonstrate excellent listening skills and empathy towards clients' needs and concerns.
- Resolve customer inquiries and complaints via phone, email, or other communication channels.
Operations Manager
Arden Financial
Minneapolis, MN
05.2015 - Current
- Coordinate internal and external client meetings, including financial plan review preparation, meeting minutes, meal orders, and follow-up.
- Support company payroll reporting and benefit plan enrollments
- Organizes and maintains client files and databases in a confidential manner.
- Maintains the company website and social media.
- Quarterly seminar planning and client events
- Prioritize daily items with a financial planner, and monitor the process of paperwork.
- Follow proper accounting and bookkeeping procedures to support audits.
- Tracked payments, balances and registrations for various events.
Compliance Operations Coordinator
AdvisorNet Financial
Minneapolis , MN
06.2014 - 05.2015
- Serve as compliance support to Registered Representatives and Registered Rep Staff
- Prepare and execute Compliance Reports for review
- Audit preparation and follow up
- Assist Registered Representatives with annual renewals and E&O
- Maintain industry knowledge by attending educational workshops; reviewing professional publications and participate in FINRA and SEC trainings
Facilities and Human Resource Coordinator
AdvisorNet Financial
Minneapolis, MN
09.2002 - 06.2014
- Coordinate and monitor independent office moves
- Direct contact with vendors, contractors and building managers
- Coordinate resources and delegate assignments to maintain efficient building operations
- Oversaw event logistics, venue scheduling and accommodations.
- Organized event facility, food and beverage selections and audio-visual arrangements.
- Respond to facility inquiries and complaints promptly to take corrective action for verified problems
- Provide direct supervision of Receptionist and Mailroom Coordinator and provide direct backup
- Payroll and PTO tracking for exempt employees
- Open and distribute mail, screen telephone calls, schedule appointments, assemble information for meetings, organize and file materials
- Coordinate and perform new hire orientation
- Order corporate flowers, gifts and cards
- Serve as an associate and staff information person in the absence of President and/or Vice President of Administration
Skills
- Process improvement strategies
- Financial and cash flow analysis
- Staff training and development
- Special events planning
- Business Administration
- Project management abilities
- Ability to manage multiple priorities and time-sensitive deadlines
- Microsoft Office 365
- Customer Relationship Management
- CRM and office management software
- Meeting planning
- Travel administration
- Recordkeeping and bookkeeping
- Compliance reporting
- Payroll administration
- Database maintenance
Timeline
Operations Manager
Vestcore Financial Group, formerly Arden Financial
09.2024 - Current
Operations Manager
Arden Financial
05.2015 - Current
Compliance Operations Coordinator
AdvisorNet Financial
06.2014 - 05.2015
Facilities and Human Resource Coordinator
AdvisorNet Financial
09.2002 - 06.2014