Mary Katherine Henson
Jackson,TN
Summary
Diligent, driven individual who has achieved success in a variety of roles with increasing levels of responsibilities is looking to contribute to an organization's needs utilizing effective communicating and team building experience along with strong analytical, management and organizational skills.
Overview
35
35
years of professional experience
Work History
Firm Office Manager
Steele Martin Jones & Co.
Jackson, Tennessee
08.2020 - Current
- Establish workflow processes, monitor daily productivity and implement modifications to improve overall performance of firm.
- Optimize organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Prepare meeting rooms and materials and record important information.
- Maintain computer and physical filing systems.
- Source vendors for special project needs and negotiated contracts.
- Prepare bi-weekly payroll and payroll taxes.
- Process and e-filed income taxes-1040's, 1065's, and 1120's,
- Update reports, manage accounts and generate reports for company database.
- Oversee office inventory activities by ordering and stocking supplies.
- Coordinate special projects and manage schedules.
Office Manager
Southern Capital Advisors, LLC
03.2018 - 06.2019
- Effectively transitioned broker's 350 clients book's of business to newly established company.
- Maintained high level of efficiency and accuracy within transfer of assets, account maintenance and cashiering processes
- Successfully transitioned, developed and improved daily processing of workflow through use of strategic analytics and problem solving
- Gathered sensitive client data for account opening process; determined what information was needed for different types of accounts
- Data entering
- Prepared all necessary documents needing client's signatures, verifying accuracy.
- Increased efficiency of office production by turning company into paperless environment.
- Created and implemented compliance audit process for office using RIA in Box.
- Created Excel Spreadsheets using pivots, graphs and pie charts.
- Scheduled all client and business meetings for office.
- Ordered all office and maintenance supplies.
Client Associate/Branch Service Associate
Merrill Lynch
11.2007 - 03.2018
- Provided dedicated operational and sales support to multiple Financial Advisors including the Branch Manager
- Served as the initial point of client contact.
- Resolved client inquiries and determined which issues required immediate elevation to the Financial Advisor
- Gathered sensitive client data for account opening process; determined what information was needed for the different types of accounts and then entered that information into the computer system
- Prepared all necessary documents needing client's signatures, verifying accuracy.
- Facilitated the transfer of funds and securities through the FTS, ACH, Fed Wire and ACATS systems.
- Oversaw existing and implementing new procedures to increase team efficiencies and asset base.
- Maintained accurate compliance files.
- Scheduled all building maintenance, IT and phone maintenance and or installation for branch office.
- Ordered all office supplies for branch office.
- Backup cashier
Sales Assistant
Morgan Keegan & Co
07.1997 - 11.2007
- Assisted Branch Manager and other Financial Advisors, maintaining all administrative activities in client's accounts
- Scheduled all client meetings with Advisors.
- Researched historical stock mergers, splits, tender offers and buyouts.
- Handled duties of Branch Operations Manager.
- Maintained accurate documentation of all compliance issues.
- Syndicate and ACATS coordinator.
- Backup wire operator and cashier.
Office Manager/Bookkeeper
Industrial One Source
08.1995 - 07.1997
- Handled all daily activities involved in a full service industrial company.
- Scheduled all shipping and receiving of pallets - tracking orders with purchase order numbers.
- Maintained accurate inventory levels and reports on all pallets, chemicals and supplies.
- Maintained accurate ledgers of accounts payable and receivables.
- Prepared payroll on a weekly basis.
- Prepared weekly, monthly and quarterly accounting reports.
Safety Director/Bookkeeper
Lipford Trucking
02.1993 - 05.1995
- Maintained accurate records on truck drivers in accordance with the Public Service Commission Rules and Regulations
- Provided accurate records on semi-trucks regarding inspections, repairs, permits and licensing according to the Public Safety rules
- Drove semi-trucks on a part time basis.
- Maintained accurate ledgers of accounts payable and receivables.
- Prepared payroll on a weekly basis.
- Prepared quarterly state employment, FUTA (Federal Unemployment Tax Act) and IFTA (International
- Fuel Tax Agreement) taxes
- Prepared yearly income, unemployment and highway use tax.
Sales Assistant
J.C. Bradford & Co
06.1989 - 01.1993
- Assisted six Advisors simultaneously, including Branch Manager, managing each of their client's accounts
- Prepared computerized client portfolios and proposals.
- Maintained New York Stock Exchange manuals and Investor Library.
- Researched client trades.
- Backup wire operator and cashier.
Administrative Assistant
Merrill Lynch
07.1986 - 01.1989
- Assisted 5 Advisors concurrently, managing each of their client's accounts.
- Handled funds going in and out of accounts, depositing and issuing checks.
- Researched and solved administrative problems in accounts.
Education
Business Finance
Jackson State Community College
Jackson, TNSkills
Bookkeeping - Accounts payable/receivable, wages, reports
Able to work in fast paced, deadline oriented environment
Multitask - Able to manage multiple demands and competing prioritiesProblem Solving - Attention to detail, collaboration, researchQuickbooks
Documentation control
Policy and procedure modification
Lacerte Tax
Expense reporting
Office management experience
Timeline
Firm Office Manager
Steele Martin Jones & Co.
08.2020 - Current
Office Manager
Southern Capital Advisors, LLC
03.2018 - 06.2019
Client Associate/Branch Service Associate
Merrill Lynch
11.2007 - 03.2018
Sales Assistant
Morgan Keegan & Co
07.1997 - 11.2007
Office Manager/Bookkeeper
Industrial One Source
08.1995 - 07.1997
Safety Director/Bookkeeper
Lipford Trucking
02.1993 - 05.1995
Sales Assistant
J.C. Bradford & Co
06.1989 - 01.1993
Administrative Assistant
Merrill Lynch
07.1986 - 01.1989
Business Finance
Jackson State Community College