Michelle Meier
Saint Louis,USA
Summary
Detail-oriented financial operations professional with over 8 years of experience at Edward Jones, specializing in account onboarding, activations, exits, transfer operations, and payment operations. Proven track record in streamlining processes, reducing risk, and enhancing efficiency while leading cross-functional training initiatives demonstrates a commitment to operational excellence. Recognized as a Subject Matter Expert and trusted partner in audit compliance, system transitions, and process improvement. Strong analytical and communication skills complement a collaborative approach, fostering adaptability in dynamic environments and dedication to continuous learning and team success.
Overview
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1
Certification
Work History
Sr Technical Specialist - Account Activations
EDWARD JONES, Saint Louis, MO
- Spent 3 months on Unified Managed Account (UMA) team training on all UMA Account Activations processes including responding to Salesforce cases, recons, reports, re-registrations and bond journaling for high-net-worth clients. This work transitioned with me to Activations when I became the Subject Matter Expert and primary associate responsible for training and updating job aids and implemented weekly UMA Activations team meetings
- Served as a work/flow coordinator for UMA Salesforce cases by assigning cases to associates and communicating volumes which helped reduce turnaround times. I trained other associates on this process before transitioning to Activations
- Served as a Business Continuity Plan Coordinator with prompt and successful completion of tasks and testing
- Served as a mentor to another summer intern and set up observations in other departments so he could learn more about areas of interest for him
- Continued to expand my development by attending ATLAS knowledge share sessions, at least one DEI event per month and serving as a member of the Remote Connections Business Resource Group
- Trained on almost all Activation processes with timely and accurate processing and began training other associates
- Trained on Activations rotation schedule and completed overhaul of the schedule which makes task clearer for associates and reduces misinterpretation. Updated weekly schedule with associate's responsibilities for the week
- Continue to help Exits team when needed to maintain my skills and create an environment of collaboration
- Collaborated with Auditors on UMA Audit including overview and presentation of UMA Activations functions and answering follow up questions
- Implemented transition of UMA Brochure process from Trading Team to Account Activations and trained other associates
- Implemented plan for Activations Salesforce case which allowed for faster assign and response times with a more equitable distribution among associates
- Assisted with UMA controls and attended weekly meetings. Also, implemented my idea to have each associate have their own tab on tracking log. These steps helped to greatly reduce processing errors and findings on our weekly controls
- Presented in Vestmark Audit meeting with multiple leaders, Tech Team and vendors. Continued collaborating with Tech Team and vendors for solutions to reduce risk, increase efficiencies and provide excellent service. Attended frequent meetings to provide input and kept my leaders updated on progress
- Implemented my idea for Activations to track and monitor our own API Failures. This reduces risk for our team by giving the failures more visibility while decreasing work for the Trading Team
- Worked with Trading Team to increase UMA Manager service expectations and turnaround timelines
- Implemented a plan team to utilize Vestmark in a new way for reviewing morning activations. This involved tweaking the process several times, testing, time observations, updating all job aids, training associates on the new process and presenting in team meetings with updates and training. The result was a reduction in processing time by at least 30 minutes and lower risk due to not manually managing each account in Vestmark
- Exceeds expectations on most recent trimester review
Operations Team Generalist – Account Exits
EDWARD JONES, Saint Louis, MO
- Co-led and planned GROW peer meetings including subgroups to enhance associate and leader engagement
- Assisted with Advisory Trading testing up to 4 hours per day
- Responsible for all CID testing with successful implementation to branches
- Primary associate responsible for successful transition from Service Center to Salesforce for the department
- Trained on all reports and Salesforce form messages. Trained new associates on reports
- Served as Business Continuity Plan Coordinator for the department with timely and successful test results
- Met with summer intern as a mentor and helped him acclimate to Edward Jones culture
GROW Associate – Operations Team Generalist – Service and Operations
EDWARD JONES, Saint Louis, MO
- Selected as a pilot associate for Operations General Partner's Gain, Rotate, Opportunity, Within (GROW) program. Associates were selected by leaders on the GROW Committee based on team leader nomination and consistently rated as outstanding or exceeds on annual reviews. More than half of my trimester and annual reviews were exceeding expectations at Edward Jones. Traveled to Tempe for training and to create bonds with other GROW associates
- Attended monthly GROW skill build classes and met with Business Process Improvement mentor
- Delivered excellent customer service by answering service phone calls, responding to requests from branches and service via Salesforce processing transfers in and out of the firm
Workflow Coordinator – Canadian Client Disbursements
EDWARD JONES, Saint Louis, MO
- Responsible for reviewing and approving large dollar/elevated risk transactions up to $500,000 with no losses
- Participated in projects including conversion of foreign currency international wires from Treasury to Payment Operations, project to postdate Canadian cheque and EFT approvals which reduced rejects and processing time
- Completed team risk assessment and critical processes review; collaborated with Auditor on Sox Audit report with green results
- Completed BPM testing in clone lab and QC testing
- Reviewed Trimester Branch Survey scores and collaborated with Team Leader and associates to identify and implement solutions. Team average was 73%. The average for rest of Canadian Ops Division was 64%
- Completed timings on processes, updated capacity plan, and communicated with Team Leader on staffing opportunities
- Assisted Team Leader with interviewing associates for open positions
- Responsible for all scheduling, workflow, approving time off, and projecting future volumes which allowed the team to consistently meet the 2-hour turnaround goal for processing documents and written requests from service and branches
- Completed all stats for the team including daily and monthly associate stats, daily, weekly and monthly department key stats
- Served as a Business Continuity Plan coordinator and Records Information Management Liaison for the department with prompt and successful results
- Represented Canadian Client Disbursements as an Advisory Team member to address associate concerns and increase associate engagement
- Implemented my idea to set up an ACD line which more evenly distributed calls and made it easier to track trends and volumes which reduced call volumes
- Implemented process improvements which decreased documents by 5,000 per year and saved 3 hours per day, decreased Canadian cheque and EFT approvals time by 2 hours per day
Operations Team Generalist – United States and Canadian Client Disbursements
EDWARD JONES, Saint Louis, MO
- Primary associate responsible for completing research, escalations, responding to written suggestion messages from branches, handling returned wired fund transactions, training associates, and updating internal Joneslink resource pages
- Accurate and timely completion of Quarterly and Annual Key Controls for Written Supervisory Procedures and Audit
- Assisted with Canada self-clearing testing
- Primary associate responsible for completing reconciliation reports including US Bank, Wells Fargo Bank, and packet entries
- Accurate and prompt completion of Quality Reviews on associates including looking for trends to provide feedback to leaders and associates and find process improvement opportunities
- Helped in the transition of check and wire approvals and Letters of Authorization from Retirement Operations to Payment Operations by training on these processes and training other associates
Operations Specialist II – United States and International Team
EDWARD JONES, Saint Louis, MO
- Processed outgoing check, wire, and international wire requests from client accounts, ACH files, manual entries to debit or credit client and internal accounts, and Letters of Authorization from clients up to $100,000 for United States, United Kingdom and Canada
Certified Medical Assistant
Mercy Medical Group
- Managed patient check-in and check-out processes, enhancing operational efficiency.
- Conducted preliminary patient evaluations measuring weight, temperature and blood pressure.
- Educated patients by providing medication and diet information and clarifying physicians' orders, answering questions thoroughly.
- Expedited insurance claims processing by verifying coverage details and submitting accurate documentation in a timely manner.
- Updated inventory, expiration and vaccine logs to maintain current tracking documentation.
- Liaised with patients and addressed inquiries, appointment requests and billing questions.
- Conducted routine laboratory tests and prepared specimens for analysis.
- Maintained accurate electronic health records, ensuring compliance with regulations.
- Educated patients on medication instructions and preventive care measures.
- Monitored inventory levels of medical supplies, facilitating timely reorders.
- Trained new staff on clinical procedures and office protocols for improved performance.
- Collaborated with insurance companies to obtain referrals and pre-authorizations for specialist visits, testing and procedures.
Skills
Audit & Risk Management (SOX, Vestmark, BPM)
Process Improvement & Efficiency Gains
Training & Mentoring Associates
Business Continuity & Compliance Testing
- Multitasking
- Adaptability
Large-Dollar Transaction Review (up to $500K)
Cross-Functional Collaboration (Tech, Trading, Treasury)
Certification
- Lean Sigma 6 Certified Yellow Belt
- Certified Medical Assistant
Timeline
Sr Technical Specialist - Account Activations
EDWARD JONES, Saint Louis, MO
Operations Team Generalist – Account Exits
EDWARD JONES, Saint Louis, MO
GROW Associate – Operations Team Generalist – Service and Operations
EDWARD JONES, Saint Louis, MO
Workflow Coordinator – Canadian Client Disbursements
EDWARD JONES, Saint Louis, MO
Operations Team Generalist – United States and Canadian Client Disbursements
EDWARD JONES, Saint Louis, MO
Operations Specialist II – United States and International Team
EDWARD JONES, Saint Louis, MO
Certified Medical Assistant
Mercy Medical Group