Rachel Dominie
Nashville,TN
Summary
Experienced administrative professional with a strong background in client and customer service. Skilled in engaging with clients and cultivating relationships. Proficient in company policies and product knowledge to deliver prompt and accurate assistance. Demonstrated ability to meet or exceed quality and productivity standards. Known for precision in supporting professional needs and managing high-volume workloads in dynamic settings. Strong problem-solving and communication skills.
Overview
27
27
years of professional experience
Work History
Practice Support
John W. Schatz, CRPC - Osaic / Lincoln Financial
06.2023 - Current
- Constructed and compiled financial investment portfolio reports to deliver top-notch service to customers.
- Billed and monitored client planning fee dues and renewals. Assisted clients in troubleshooting to access online financial reporting.
- Ensured compliance with regulatory standards by maintaining detailed records of client interactions and transactions while adhering to strict privacy guidelines.
- Enhanced client retention rates by addressing concerns promptly and providing ongoing support throughout the advisory process.
- Improved client retention rates by maintaining email lists and implementing weekly targeted and personalized marketing communications.
Executive Assistant - Financial
Timothy Johnson, J.D.- Chief Investment Strategist
02.2016 - 06.2023
- Managed executive calendars, scheduled meetings and appointments and coordinating travel arrangements to optimize time. Organized and coordinated bi-monthly meetings. Handled confidential and sensitive information with discretion and tact.
- Used advanced financial planning software to prepare documents, reports, and presentations. Created financial models to analyze and evaluate investment strategies. Collaborated with high net worth clients to develop customized investment portfolio illustrations.
- Checked stock market trades for errors and document trades in compliant fashion.
- Assisted, start-to-finish, with nationally-distributed presentations and client facing letters.
- Screened calls and emails and responded accordingly to support executive correspondence. Streamlined operations and prioritized tasks, allowing Chief Investment Strategist to increase productivity.
- Created and managed office systems to efficiently deal with documentation.
- Coordinated Asset Movement to meet clients' daily financial needs. Interfaced with clients' attorneys, accountants and business operations managers regarding tax information requests.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Account Representative
Payment America Systems
07.2000 - 02.2016
- Worked in call center environment handling manual and automatically dialed outbound calls. Maintained high volume of calls and met demands of busy and productive group. Kept detailed records of daily activities through online customer database.
- Developed strategy to productively service client accounts for team in a timely manner. Successfully implemented new technologies and process automations to encourage continuous improvement.
- Verified patient insurance coverage and benefits for medical claims. Processed billing calls and answered questions from patients and third-party carriers. Listened to customers and negotiated solutions that met creditor and debtor needs.
- Maintained knowledge of benefits claim processing, claims principles, medical terminology, and procedures and HIPAA and FDCPA regulations.
Staffing Service Representative
Manpower Staffing
05.1998 - 07.2000
- Developed and facilitated new-hire orientations. Interviewed, hired, and mentored new personnel and oversaw all staffing operations.
- Worked closely with decision makers at customers to determine and fill staffing needs in a variety of business settings, both professional and industrial.
- Assisted with personnel records management to support recordkeeping accuracy.
- Coordinated and administered job fairs and other recruitment events to engage potential talent.
- Monitored workplace activities to determine compliance with safety regulations and standards.
- Processed timecards and payroll data for all branch and temporary employees.
Education
Diploma - Journalism
LaVergne High School
La Vergne, TNSkills
- Microsoft Office / Excel / Powerpoint
- Redtail CRM
- eMoney Financial Planning Software
- Financial Planning Software (OneView / ELSPT)
- Salesforce
- Business Operations / Correspondence
- Interpersonal Communications
- Accounts Payable / Receivable
- Practice support
Timeline
Practice Support
John W. Schatz, CRPC - Osaic / Lincoln Financial
06.2023 - Current
Executive Assistant - Financial
Timothy Johnson, J.D.- Chief Investment Strategist
02.2016 - 06.2023
Account Representative
Payment America Systems
07.2000 - 02.2016
Staffing Service Representative
Manpower Staffing
05.1998 - 07.2000
Diploma - Journalism
LaVergne High School
Similar Profiles
Tina RiveraTina Rivera
Sales Operations Specialist at Osaic FA and Osaic FS / Lincoln Financial AdvisorsSales Operations Specialist at Osaic FA and Osaic FS / Lincoln Financial Advisors
Kevin ThompsonKevin Thompson
Senior Regional Compliance Advisor at Lincoln Financial Network (now Osaic Wealth Inc.)Senior Regional Compliance Advisor at Lincoln Financial Network (now Osaic Wealth Inc.)
Emily MitchellEmily Mitchell
Vice President Business Development- Recruiting at Lincoln Financial- Osaic IncVice President Business Development- Recruiting at Lincoln Financial- Osaic Inc
Jase KeithleyJase Keithley
Freelance Audio Engineer at Self-employeedFreelance Audio Engineer at Self-employeed
Lisa GieseLisa Giese
Birthday Party Director at BOOST GymnasticsBirthday Party Director at BOOST Gymnastics