Paula Tirey
Summary
Proven achiever with a solid background in financial services, where I enhanced client satisfaction through exceptional account analysis and people skills. While maintaining continuing education for a Series 7 License, I consistently meet compliance standards while fostering positive client relationships. My detail-oriented approach and ability to quickly adapt to any situation drive operational excellence.
Overview
41
41
years of professional experience
Work History
Registered Client Associate
Wells Fargo Advisors
Bloomington, IN
04.2018 - 06.2024
- Assisted up to six Financial Advisors
- Opened and maintained all designated client accounts
- Placed appropriate investment trades as directed
- Conducted extensive client interviews to develop financial plan
- Acted as signature guarantor and notary public
Registered Customer Service Representative II
Hilliard Lyons
Bloomington, IN
11.2010 - 11.2017
- Assisted five Financial Consultants on the top-ranked team in the company
- Opened and maintained all designated client accounts
- Placed appropriate investment trades as directed
- Conducted extensive client interviews to develop financial plan
- Acted as a signature guarantor and a notary public
Registered Customer Service Representative
Wayne Schuman and Associates, Inc.
Bloomington, Indiana
05.2004 - 05.2010
- Assisted three Financial Consultants
- Opened and maintained all designated client accounts
- Placed appropriate investment trades as directed
- Conducted extensive client interviews to develop financial plan
- Acted as a notary public
Third Party Administrator
Futures Planning Group
Bloomington, Indiana
05.2002 - 04.2004
- Prepared annual reports and tax returns for pension plans and 401k plans
- Interacted with clients and employees to assist with account information, reporting and administration
Relationship Banker
JPMorgan Chase
Bloomington, IN
06.1983 - 04.2002
- Opened new accounts, processed loan applications and recommended investment products
- Maintained life insurance license
- Handled various account transactions
- Created member account profiles for online banking program
- Executed wire transfers, stop payments and account transfers
- Responded to inquiries on banking products including checking, savings, loans and lines of credit
- Advised clients on mortgage, educational and personal loans
- Performed notary public services
Education
Series 7 Investment Licensure (ongoing)
2004
Associate of Arts - Computer Programming
Ivy Tech Community College Bloomington
Bloomington, IN05.1983
Skills
- Strong account analysis
- Client-focused with troubleshooting prioritized
- Quick to learn and adapt to new operating systems
- Rapid data entry
- Detail- and goal-oriented
- Advanced clerical knowledge
- Driven by self-sufficiency and positivity
Timeline
Registered Client Associate
Wells Fargo Advisors
04.2018 - 06.2024
Registered Customer Service Representative II
Hilliard Lyons
11.2010 - 11.2017
Registered Customer Service Representative
Wayne Schuman and Associates, Inc.
05.2004 - 05.2010
Third Party Administrator
Futures Planning Group
05.2002 - 04.2004
Relationship Banker
JPMorgan Chase
06.1983 - 04.2002
Series 7 Investment Licensure (ongoing)
Associate of Arts - Computer Programming
Ivy Tech Community College Bloomington