Nicole Lemley
Fairfield,IA
Summary
Hardworking Associate Director knowledgeable about business practices in the Financial industry. Adept at supporting and enhancing operations. Well versed in project management and creating positive workplace culture. Offering 7 years of progressive experience in Finance.
Overview
10
10
years of professional experience
Work History
Associate Director
Cambridge Investment Research
Fairfield, IA
01.2020 - Current
- Hired and directed teams to achieve daily and long-term operations and business goals
- Worked closely with organizational leadership to strategically affect operational direction.Delegated assignments based on plans, project needs and knowledge of individual team members
- Provided documentation of processes to comply with regulations and company policies
- Managed daily operations while overseeing multiple locations to foster increased productivity
- Monitored office workflow and administrative processes to keep operations running smoothly.
Fiduciary Services Supervisor
Cambridge Investment Research
Fairfield, IA
01.2019 - 01.2020
- Assisted with training and development of team members.
- Handled customer complaints and inquiries.
- Monitored team's performance and gave feedback when necessary.
- Updated job knowledge by attending workshops, training sessions and educational opportunities.
- Responded to customer requests for products, services and company information.
Fiduciary Services Team Lead
Cambridge Investment Research
Fairfield, IA
01.2017 - 01.2019
- Educated potential participants on available services and processes to engage in program.
- Identified potential areas of compliance vulnerability and risk to develop and implement corrective action plans.
- Reviewed company forms, internal procedures for compliance with company guidelines.
- Gathered, organized and evaluated data to make accurate assessments of current operations.
- Managed practical action plans to respond to audit discoveries and compliance violations.
Fiduciary Services Specialist
Cambridge Investment Research
Fairfield, IA
07.2016 - 01.2017
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Trained new personnel regarding company operations, policies and services.
- Effective liaison between customers and internal departments.
- Responded proactively and positively to rapid change.
Operations Account Maintenance
Cambridge Investment Research
Fairfied, IA
09.2015 - 07.2016
- Maintained good working relationships with vendors and resolved disputes.
- Collected, arranged and input information into database system.
- Complied with systems procedures, business processes and company policies to promote workplace safety and quality.
Salad Bar Manager
Hyvee
Fairfield, IA
04.2014 - 09.2015
- Executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales
- Reviewed files, records, and other documents to obtain information and respond to requests
- Prepared accurate financial statements at end of each month for inventory
- Handled daily flow of paperwork and communicated with the accounting department concerning invoices on a weekly basis
- Directed calls to appropriate individuals and departments
- Trained and mentored staff to ensure smooth adoption of new programs
- Developed and rolled out new policies
- Attend weekly department manager meeting.
Assistant Kitchen Manager
Hyvee
Fairfield, IA
05.2012 - 04.2014
- Cross-trained and coordinated scheduling with team members to ensure seamless service
- Handled currency and credit transactions quickly and accurately
- Maintained a skilled kitchen staff by properly coaching, counseling and disciplining employees
- Led shifts while personally preparing food items and executing requests based on required specifications
- Assisted customers in placing special orders for large-scale events such as weddings and birthday parties
- Completed Hy-vee University kitchen manager training manual (6 month course).
Education
No Degree - Business Management
Indian Hills Community College
Ottumwa, IAHigh School Diploma -
Fairfield High School
Fairfield, IA05.2011
Skills
- Social perceptiveness
- Effective leader
- Excel
- Project Management
- Coaching and Mentoring
- Managing Operations and Efficiency
- Critical Thinking
- Verbal and Written Communication
Accomplishments
- Committees/Council responsibilities
- Survey Committee —Chair elect
- Customer Service Experience Committee —Co-Chair
Timeline
Associate Director
Cambridge Investment Research
01.2020 - Current
Fiduciary Services Supervisor
Cambridge Investment Research
01.2019 - 01.2020
Fiduciary Services Team Lead
Cambridge Investment Research
01.2017 - 01.2019
Fiduciary Services Specialist
Cambridge Investment Research
07.2016 - 01.2017
Operations Account Maintenance
Cambridge Investment Research
09.2015 - 07.2016
Salad Bar Manager
Hyvee
04.2014 - 09.2015
Assistant Kitchen Manager
Hyvee
05.2012 - 04.2014
No Degree - Business Management
Indian Hills Community College
High School Diploma -
Fairfield High School
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