Linda Abbott

Manages branch administration, including branch facilities, and provide administrative support. Recruits, selects, onboards, trains, and manages administrative support staff. Conducts performance reviews and make personnel decisions related to compensation and promotion. Educates all employees on administrative policies and procedures. Escalates supervisory issues when necessary, and follow up locally on issues identified by the management team.

• Reviews customer account information for accuracy and completeness.
• Organizes daily workflow to maximize efficiency and productivity.
• Coaches staff on policies, procedures and performance strategies.
• Ensures compliance with regulations and policies.

• Hired and trained workers in brokerage operations.
• Coordinated and supervised activities of team members to consistently meet customer needs.
• Coached, and developed employees in company policies and compliance requirements.

• Coached employees on speed and efficiency to improve team productivity
• Primary point of contact for clients and prospects on the process of money movement and asset consolidation
• Encouraged open communication and team engagement to improve employee morale.

• Engaged with customers to understand and resolve issues and answer product questions
• Communicated with customers via phone, email, and chat and helped customers to navigate the company's website to place orders online.

• Assigned tasks to team members based on individual strengths and promoted teamwork-driven environment to meet goals
• Hired, appraised, trained, and disciplined members of the production team and provided constructive feedback for improvement of performance
• Managed 16 direct reports in an active call center.

• Managed Institutional and Retail Sales, consisting of 20 direct reports
• Monitored trading, IPO's, Joint Ventures and maintained all operations as a Principal.

• Managed 22 direct reports, including maintaining supervisory responsibilities over 40 brokers
• Hired and mentored new employees.

• Executed purchases and sales of stocks, promoting advantageous opportunities to clients.