Melissa Siekert
Mindoro,WI
Summary
Proven ability to cultivate client relationships and analyze complex problems. Skilled in budget management and event planning.
Professional with robust background in administrative operations, prepared to drive organizational efficiency and enhance productivity. Strong focus on team collaboration and achieving results, adaptable to changing needs. Expertise in process optimization, resource management, and strategic planning. Known for reliability and effective communication, ensuring seamless coordination and operational success.
Overview
20
20
years of professional experience
Work History
Administrative Operations Manager
Fairway Painting & Sandblasting, Inc.
02.2016 - Current
- Maintained accurate records of department expenses, facilitating timely reimbursements and accurate budget tracking.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Organized company events such as holiday parties or team-building retreats to promote a positive workplace culture.
- Supervised cross-functional teams, fostering a collaborative work environment that drove positive results.
- Reduced operational risks while organizing data to forecast performance trends.
- Managed purchasing, $5 million annual sales and customer account operations efficiently.
- Developed and maintained relationships with external vendors and suppliers.
- Analyzed and reported on key financial and performance metrics to owner.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
Registered Wealth Management Associate
Stifel Nicolaus
01.2005 - 01.2016
- Conducted in-depth research on market trends, enabling informed decision-making for optimal investment selections.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Presented financial plans and investment recommendations to clients.
- Advised clients on investments, retirement and estate planning.
- Assisted clients with budgeting and cash flow management.
- Educated clients on potential risks and rewards associated with various investments.
- Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
- Developed customized asset allocation models tailored to individual client needs, objectives, and risk tolerance levels.
- Monitored and updated financial plans to comply with client goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Studied financial documents to identify potential areas needing improvement.
- Facilitated successful client meetings by preparing detailed reports and presenting complex information in an easily comprehensible manner.
- Collaborated with team members to develop tailored investment strategies, resulting in increased client retention rates.
- Implemented comprehensive financial plans for high-net-worth clients to optimize their portfolios.
Education
MBA - Human Resources Management
University of Wisconsin, Whitewater
Whitewater, WI05.2002
J.D. -
University of Wisconsin Law School
Madison, WI12.1998
Bachelor of Science - Behavioral Sciences
University of Wisconsin, Madison
Madison, WI05.1996
Skills
- Coordinated Event Planning
- Supply Chain Coordination
- Administrative Operations
- Procurement Sourcing Skills
- Operational Oversight
- Document management
- Project planning and development
- Effective Organizational Management
- Budget development and management
- Complex problems analysis
Timeline
Administrative Operations Manager
Fairway Painting & Sandblasting, Inc.
02.2016 - Current
Registered Wealth Management Associate
Stifel Nicolaus
01.2005 - 01.2016
MBA - Human Resources Management
University of Wisconsin, Whitewater
J.D. -
University of Wisconsin Law School
Bachelor of Science - Behavioral Sciences
University of Wisconsin, Madison
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