Summary
Overview
Work History
Education
Skills
Timeline
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Lindy Flitsch

Hartford

Summary

Results-driven administrative professional with proven track record in branch operations management. Adept at optimizing office processes and enhancing team productivity. Known for fostering collaborative work environment and achieving high levels of client satisfaction.

Overview

11
11
years of professional experience

Work History

Senior Branch Office Administrator

Edward Jones
08.2018 - Current
  • Provide exceptional Customer service in person, outbound & inbound calls
  • Identify areas of opportunity to improve standard operating procedures
  • Maintain books and record to FINRA/SEC standard
  • Process all necessary financial transactions
  • Manage schedules of all Financial Advisors in the branch

Compliance Analyst

Global View Capital Management
11.2016 - 08.2018
  • Collaborated with cross-functional teams for the successful implementation of new compliance initiatives.
  • Monitored adherence to industry regulations, ensuring timely reporting of any discrepancies or violations.
  • Prepared documentation and records for upcoming audits and inspections.
  • Served as a subject matter expert on compliance matters, providing guidance and support to colleagues across various departments.

Universal Banker

PNC Bank
07.2014 - 11.2016
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.

Education

High School Diploma -

Battle Creek Central High School
Battle Creek, MI

Skills

  • Scheduling and planning
  • Office management
  • Customer service
  • Financial institution regulations
  • Verbal and written communication
  • Microsoft office
  • Documentation and recordkeeping

Timeline

Senior Branch Office Administrator

Edward Jones
08.2018 - Current

Compliance Analyst

Global View Capital Management
11.2016 - 08.2018

Universal Banker

PNC Bank
07.2014 - 11.2016

High School Diploma -

Battle Creek Central High School

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Lindy Flitsch