Linda Thomas
Alabaster,AL
Summary
Accomplished in financial services and client relationship building, I significantly enhanced operational efficiency at Front Page Financial Advisors, LLC. Leveraging expertise in MS Office and communication management, I streamlined processes and fostered client loyalty, demonstrating a strong work ethic and dependability. My proactive approach resulted in improved client retention and satisfaction.
Overview
14
14
years of professional experience
Work History
Self Employed Financial Services Representative
Self Employed Financial Services Representative
01.2023 - Current
- Provided vital administrative support to financial advisors, enabling them to focus on client relationships and business development activities.
- Collaborated with team members to design and implement new procedures, resulting in increased efficiency within the department.
- Developed professional relationships with clients by assisting with on-going correspondence via phone calls and emails, leading to high levels of retention and loyalty.
- Handled sensitive client information with discretion, maintaining strict confidentiality standards at all times.
- Streamlined office operations through proficient use of software tools such as Microsoft Office Suite, Redtail CRM system, and various industry related financial software programs.
- Facilitated seamless communication between clients and financial advisors, ensuring timely resolution of issues and concerns.
- Completed client applications to open new brokerage accounts, annuity contracts, and insurance contracts, including selecting all account forms pertinent to the types of accounts being opened.
- Maintained on-going follow up of pending accounts to ensure prompt transition of new business.
- Reconciled bank and credit card statements and maintained accuracy and current records.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Financial Office Manager
Front Page Financial Advisors, LLC
01.2016 - 01.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Completed all new account applications, including managed and brokerage accounts, and annuity and insurance contracts.
- Established and conducted follow-up procedures to ensure prompt completion of all account openings.
- Assisted clients with account withdrawals, scheduling annual required minimum distributions, and all account maintenance.
- Paid company bills and invoices and maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and maintaining supplies.
- Researched and selected office equipment, such as computers and printers.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
Office Manager Financial Services
GrandView Wealth Management, LLC
10.2010 - 12.2022
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Performed accounts payable, accounts receivable, and payroll responsibilities utilizing Quickbooks software program.
- Completed and filed required federal and state tax forms and returns.
- Reconciled bank and credit card statements monthly, as well as entering all deposits.
- Oversaw office inventory by ordering and maintaining supplies and equipment.
- Maintained a three-story office building while simultaneously managing a financial services office, including negotiating office leases and hiring service contractors.
- Oversaw building inventory by maintaining and ordering all cleaning supplies.
- Reduced building overhead by negotiating the cost of service contracts.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy clients.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Education
Bachelor of Science - Communication Studies
University of Montevallo
Montevallo, AL12-2004
Skills
- Financial services
- Customer relationship management
- MS office
- Communication management
- Account documentation
- Customer relationship building
- Life and health insurance license
- Accounts payable and receivable
Accomplishments
- Supervised team of five staff members to assist registered principal in achieving top producer status multiple years.
Timeline
Self Employed Financial Services Representative
Self Employed Financial Services Representative
01.2023 - Current
Financial Office Manager
Front Page Financial Advisors, LLC
01.2016 - 01.2023
Office Manager Financial Services
GrandView Wealth Management, LLC
10.2010 - 12.2022
Bachelor of Science - Communication Studies
University of Montevallo
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