Nicole Hester
Wilson,NC
Summary
Pursuing the Wealth Securities Operations Analyst position within your team. I have acquired over 18 years experience in the financial planning and wealth industry and I am confident the skills I’ve obtained will contribute significantly to your team. I am continuously committed to learning, development, and delivering exceptional service to clients.
Overview
19
19
years of professional experience
Work History
Operations Specialist
Truist Wealth
06.2017 - Current
- Monitor the trades desk, manually processing any fails/errors. Process incoming and outgoing federal mortgage-backed securities trades, private placements, internal account transfers and asset adjustments, and vault receipts and distributions
Investment Sales Associate
BB&T Investments
03.2016 - 06.2017
- Provide support to the BB&T Investment Counselor by scheduling and preparing for appointments, processing paperwork, sourcing their book of business for opportunity and meeting with clients to service their needs
Personal Lines Sales Agent
BB&T Life & Financial Planning
07.2006 - 02.2016
- Specialize in Individual Health, Dental, Vision, Travel Medical, Medicare Supplement and Part D insurance sales
- Respond to time-sensitive internal and external referrals, assist clients by identifying their individual needs and providing insurance solutions, educate and market to internal partners about our various product offerings
Education
Bachelor Of Arts - Current - Concentration in Organizations, Occupations, Work
UNC Charlotte
Charlotte, NCAssociate in Arts Degree -
Wilson Community College
Wilson12.2022
Skills
- Excellent written and oral communication
- Take accountability for tasks and projects
- Ability to work independently or with a team
- Sales background
- Operations support
- Customer service experience
- Volunteering experience with local non-profit organizations
Timeline
Operations Specialist
Truist Wealth
06.2017 - Current
Investment Sales Associate
BB&T Investments
03.2016 - 06.2017
Personal Lines Sales Agent
BB&T Life & Financial Planning
07.2006 - 02.2016
Bachelor Of Arts - Current - Concentration in Organizations, Occupations, Work
UNC Charlotte
Associate in Arts Degree -
Wilson Community College