Mary O'Hara
New York,NY
Summary
Proven achiever with Morgan Stanley, adept in strategic branch expansion and enhancing product functionality. Excelled in maintaining confidentiality and optimizing operational efficiency, showcasing exceptional attention to detail and relationship management. Proficient in MS Office, facilitated seamless HR processes and financial advisory training, driving forward-thinking solutions and collaboration.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Branch Administrator / Market Manager Assistant
Morgan Stanley
04.2022 - Current
- Collaborated with Senior Management to develop strategic plans for branch expansion and improvement initiatives.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Generated financial and operational reports to assist management with business strategy.
- Coordinated team meetings agendas aimed at enhancing collaboration within the workforce.
- Provided organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork)
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Field Support Services Product Specialist
Morgan Stanley
11.2020 - 04.2022
- Assisted with Advisory Account demonstrations for Financial Advisors to showcase functionality to clients.
- Supported sales representatives during client meetings by providing expert knowledge on specific features or functionalities of the given product line.
- Trained and provided coaching to Financial Advisors and Client Service Associates on the use of UMA advisory accounts.
- Researched product's technical specifications and accurately communicated information.
- Collaborated with cross-functional teams to streamline product development processes.
- Tested new software and hardware prior to deployment.
- Broke down and evaluated user problems, using test scripts, personal expertise, and probing questions.
Education
Bachelor of Science - Finance
Florida Atlantic University
Boca Raton, FL05.2020
Skills
- Attention to Detail
- Excellent time management skills
- Relationship building and management
- Proficient in MS Office
- Conflict Resolution
Certification
SIE Exam
Timeline
Branch Administrator / Market Manager Assistant
Morgan Stanley
04.2022 - Current
Field Support Services Product Specialist
Morgan Stanley
11.2020 - 04.2022
Bachelor of Science - Finance
Florida Atlantic University