Michele Wilkin
Grafton,WI
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Seeking remote positions only.
Overview
33
33
years of professional experience
Work History
Sr. Retirement Services Specialist
Edward Jones
07.2022 - Current
- Provide support to all Edward Jones branches within the Employee Sponsored Services Division
- Advised and directed Financial Advisors and Branch Office Administrators on account opening, closure, and associated deadlines.
- Adept at handling funds both internally and externally at Edward Jones
- Provided guidance and leadership in keeping profiles current for both prospects and clients.
- Conducted educational sessions on eligibility requirements and maintenance for Simplified Employee Pension plans, Simple Retirement plans, and Qualified Retirement Plans with Financial Advisors and associates.
- Provided education on deadlines concerning contributions, profit sharing, and company matches
- Effectively identified and addressed customer concerns, skillfully routing escalated matters to designated teams.
Sr. Branch Office Administrator
Edward Jones - Grafton, WI
11.2010 - 07.2022
- Place utmost importance on client service excellence
- Provided comprehensive support to a highly accomplished Financial Advisor and Managing Partner at Edward Jones, contributing to consistent receipt of annual awards for gross production during my tenure.
- Provided mentorship to new Branch Office Administrators alongside managing my branch.
- Managed time and skills independently
- Demonstrated ability to multitask effectively and prioritize workload
- Exhibit excellent skills for both spoken and written communication
- Enhanced team performance through effective guidance and support.
- Exercised meticulous attention to detail in daily responsibilities encompassing transfers, trades, and confidential client information.
- Managed end-to-end processing of numerous life insurance applications in collaboration with vendors
- Proactively maintained smooth day-to-day operations for Financial Advisors by efficiently managing their calendar and assisting with portfolio reviews, client follow-ups, and personal events.
- Performed daily contributions and deposits for clients
- Prepared and organized portfolios for client review.
- Ensured timely scheduling and reviews for all clients on a quarterly, semiannual, or annual basis
- Managed implementation of new adjustments to the Edward Jones system and provided training to ensure alignment within the office.
Self Employed/Office Manager
Wilkin Outdoor Innovations Inc. - Grafton, WI
01.2005 - 05.2009
- Successfully managed and operated hardscaping company with partner.
- Successfully handled diverse responsibilities such as office administration, payroll processing, and managing accounts receivable/payable.
- Maintained up-to-date knowledge of insurance policies, advertising strategies, and webpage development.
Executive Administrative Assistant
Junior Achievement of Wisconsin, Inc. - Glendale, WI
01.1995 - 12.2000
- Assisted the President and Vice President of the organization by providing executive administrative support in conjunction with working alongside the Sr. VP of Fundraising at Junior Achievement of Wisconsin Women’s Club.
- Successfully managed telephone campaigns for fundraising endeavors and actively contributed to coordinating the highly anticipated annual Christmas fundraiser and auction
- Managed the coordination of the annual report distribution to various constituents.
Policy Owner Services Representative
Northwestern Mutual - Milwaukee, WI
01.1991 - 12.1994
- Demonstrated expertise in policy owner service and office administration
- Handled life insurance application processing and responded to customer queries and issues effectively.
- Demonstrated effective communication skills by managing emails, inbound calls, and outbound calls
- Handled procurement of office supplies and ensured proper maintenance of office equipment, including arranging for repairs if needed.
Education
University of Wisconsin Eau Claire
06.1989
High school diploma -
Grafton High School
06.1988
Skills
- Mentoring
- Administrative Experience
- Leadership
- Communication Skills
- Time Management
- Client Relationship Building
- Critical Thinking
- Multitasking
- Team building
- Professionalism
- Effective Communication
- Interpersonal Skills
- Honest and Dependable
- Problem-solving abilities
- Decision-Making
- Salesforce
- Attention to Detail
- Avaya Call Center
- Customer Service
- Written Communication
- Microsoft Word
- Active Listening
- Excellent Communication
Awards
I have received multiple certificates for the Mentorship Program I was in when I worked in the branch for Edward Jones along with production awards annually earned by the branch team as well.
Timeline
Sr. Retirement Services Specialist
Edward Jones
07.2022 - Current
Sr. Branch Office Administrator
Edward Jones - Grafton, WI
11.2010 - 07.2022
Self Employed/Office Manager
Wilkin Outdoor Innovations Inc. - Grafton, WI
01.2005 - 05.2009
Executive Administrative Assistant
Junior Achievement of Wisconsin, Inc. - Glendale, WI
01.1995 - 12.2000
Policy Owner Services Representative
Northwestern Mutual - Milwaukee, WI
01.1991 - 12.1994
University of Wisconsin Eau Claire
High school diploma -
Grafton High School