MARGARET SIMMONS
Wells Fargo Advisors
Bedford,OH
28
years of professional experience
Operations Coordinator at Wells Fargo Advisors
I streamlined operations, enhancing efficiency and compliance. Successfully contributed to team development and improved collaboration through effective project management and training initiatives.
Work History
Operations Coordinator
27 Years 10 Months- Coordinated daily operational tasks to ensure efficiency and workflow consistency.
- Supported project management efforts by tracking timelines and deliverables effectively.
- Assisted in developing process documentation for improved team collaboration.
- Managed scheduling and logistics for client meetings and internal events.
- Streamlined operations by implementing efficient processes and procedures.
- Ensured compliance with industry regulations, keeping accurate records and managing audits as required.
- Implemented troubleshooting, root cause analysis and issue resolution.
- Contributed to the development of departmental policies and procedures ensuring consistency across the organization.
- Worked with vendors to make purchases and reconcile invoices.
- Assisted in recruiting, hiring and training of team members.
Education
- Early Childhood Education
Skills
Scheduling management
Customer invoicing
Process implementation
Supply ordering
Inventory oversight
Conflict mediation
Vendor engagement
Operations management
Staff supervision
Licenses
FINRA
Series 7
Series 63
Series 9
Series 10
Timeline
Operations Coordinator
Wells Fargo Advisors
08.1998 - 06.2026Read More
Ohio University
from Early Childhood Education
Read More