Lynn Devereaux
Omaha,NE
Summary
Dedicated Financial Services Associate offering 20 years of enhancing customer relationships and managing operations for a group of financial advisors. Versed in account management and transaction processing. Excellent problem-solving skills with skill in quickly researching customer inquiries.
Overview
30
30
years of professional experience
Work History
Financial Services Associate
Feltz Wealthplan
05.2017 - Current
- Open accounts for new and existing customers and assisted customers in completing application forms.
- Provide financial reports and interpreted financial information to managerial staff while recommending further courses of action.
- Assist in the preparation of comprehensive financial plans to help clients achieve their financial goals.
- Demonstrate exceptional attention to detail when reviewing client accounts, identifying errors or discrepancies early on.
- Streamline internal processes for improved efficiency in handling client accounts and transactions.
- Assist in the onboarding process for new clients, ensuring a seamless transition into the company's financial management system.
- Provide excellent customer service, addressing concerns promptly and proactively anticipating client needs.
- Maintain strict compliance with industry regulations and company policies, minimizing risk exposure for the firm and its clients.
- Develop strong relationships with clients, resulting in increased trust and long-term business partnerships.
- Develop and maintained database of financial records for clients.
Substitute Teacher
Elkhorn Public Schools
08.2011 - 04.2017
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Maintained day-to-day classroom management and discipline to promote learning initiatives.
Registered Financial Assistant
Plaza Advisory Group, Inc.
09.1994 - 06.2004
- Supported clients needs by providing timely responses to inquiries regarding account status or transactions processed.
- Primary role was to be a client facing liaison and manage the day-to-day operations for a highly successful wealth advisor.
- Open new accounts, initiate transfer/rollover of assets for clients.
- Processed trades in various investment products: stocks, mutual funds, bonds, annuities, money management transactions.
- Position allowed autonomy to resolve issues in a timely manner and prioritize work load.
- Followed compliance regulations as mandated by the firm.
- Reluctantly left this position due to husband's job relocated our family to Omaha, NE.
- Series 7, Series 6 and Series 63 licenses held.
Education
Bachelor of Science - Elementary Education
University of Missouri - St Louis
St Louis, MOSkills
- Microsoft Excel, Word, Outlook, Microsoft Teams, Salesforce, Orion
- Time Management and Detail Oriented
- Self-management and Effective Team Player
- Client Services and Financial Services Background
Timeline
Financial Services Associate
Feltz Wealthplan
05.2017 - Current
Substitute Teacher
Elkhorn Public Schools
08.2011 - 04.2017
Registered Financial Assistant
Plaza Advisory Group, Inc.
09.1994 - 06.2004
Bachelor of Science - Elementary Education
University of Missouri - St Louis
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