Regina Bell
Schertz,TX
Summary
Highly organized and detail-oriented professional with over 7 years of leadership experience. Strong analytical abilities and experience in conflict management. Adept at multitasking and excelling in fast-paced environments. Proven ability to overcome obstacles and adapt quickly to any problem that may arise. Results-driven professional with exceptional communication skills, both written and verbal. Solid administrative and problem-solving skills, with a talent for developing and executing effective strategies that drive business success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Operations Manager
Empower Wealth Advisors
05.2016 - Current
- Increased profit by streamlining operations by atleast 20% each year.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Lead year long company project to rebrand and resctructure the business. To include: a new website, launching packaged planning services, created new forms and agendas,new processes and new process management software.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Led hiring, onboarding and training of at least 2 new hires a year to fulfill business requirements.
Operations Administrator
Empower Wealth Advisors
02.2015 - 05.2016
- Supported Director of Operations by conducting root cause analysis in deficient areas to identify and resolve issues.
- Collected customer feedback and made business adjustments to improve retention and satisfaction.
- Documented transactions, orders and expenditures to gather sales data and forecast financial needs.
- Drafted agendas, recorded minutes and generated documents to facilitate meetings.
- Offered technical support and troubleshot issues to enhance office productivity.
- Created and updated records and files to maintain document compliance.
Administrative Assistant
The University Of Texas At San Antonio
06.2014 - 07.2015
- Maintained databases to track and record customer data.
- Built excellent customer relationships through timely response to inquiries and going above and beyond to accommodate requests.
- Answered multi-line phone system, managing 8 calendars, routing calls, delivering messages and greeting visitors.
- Executed record filing system to improve document organization and management.
Education
BBA - Management Science
The University of Texas At San Antonio
San Antonio, TX08.2015
Skills
- Mergers and Acquisitions Knowledge
- Microsoft Outlook
- Strategic Partnership
- High-Pressure Environments
- Microsoft Excel
- Microsoft Office
- Corporate Social Responsibility
- Project Management
- Systems Implementations
- Smartsheet
- CRM
Certification
- General Lines License - 2020
- Foundations of Project Management Certificate - 2023
Timeline
Operations Manager
Empower Wealth Advisors
05.2016 - Current
Operations Administrator
Empower Wealth Advisors
02.2015 - 05.2016
Administrative Assistant
The University Of Texas At San Antonio
06.2014 - 07.2015
BBA - Management Science
The University of Texas At San Antonio
Similar Profiles
Srinidhi PrasadSrinidhi Prasad
Lead Specialist at Empower Personal WealthLead Specialist at Empower Personal Wealth
KIRSTEN RYNESKIRSTEN RYNES
Customer Service Representative at Empower Wealth ManagementCustomer Service Representative at Empower Wealth Management
Raj Navneeth MBRaj Navneeth MB
Vice President Capital Markets & Wealth Strategy at Alfa Global Wealth AdvisorsVice President Capital Markets & Wealth Strategy at Alfa Global Wealth Advisors