Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Coined by multiple officers.
Timeline
Generic

Ryan Reid

North Chesterfield,VA

Summary

Hardworking team-player with expertise completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision. Proficient in task management and critical thinking. Excellent social skills, as well as computer skills. Driven to complete tasks and continue to help support a company and their vision. Customer service expert with a drive to satisfy needs for both company and client.

Experienced with operational process improvements and streamlining workflows for efficiency. Utilizes strong problem-solving skills and collaborative approaches to meet organizational goals. Track record of effective resource management and implementing best practices for operational success.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Operations Specialist

Heritage Wealth Advisors
06.2022 - Current
  • Completed client requests including fund transfers, account updates, and asset management with accuracy and efficiency.
  • Performed reconciliation of all client transactions and portfolio updates to ensure data integrity.
  • Collaborated with multiple departments to maintain high levels of client satisfaction.
  • Successfully improved and implemented a new client onboarding process using advanced technology, significantly reducing manual tasks through automation.
  • Supported firm wide transition to a new CRM system as part of the implementation team helping modernized workflows and eliminated outdated technologies.
  • Managed the client invoicing process, including billing reports, reconciliation, and resolving discrepancies to ensure timely and accurate invoicing.
  • Leveraged technology to streamline daily operations, improving efficiency and organizational workflow within the Operations team.
  • Onboarded clients across various platforms including Charles Schwab, Fidelity, Davenport, Vanguard, Tamarac, Salentica CRM, ShareFile, Google Sheets, Excel, and the company’s internal systems.
  • Coordinated with Schwab and Fidelity teams to ensure smooth updates to client records, accounts, and complete client transactional request.
  • Managed client tax payments using platforms like TaxCaddy and online government portals, ensuring on-time processing and client satisfaction.
  • Analyzed operational data to identify trends and support data driven decision making and continuous process improvements.
  • Provided comprehensive training and mentorship to new hires, fostering a collaborative and supportive team environment.
  • Led sustainability initiative, successfully reducing energy use and minimizing waste across operations.
  • Supervised daily business operations, delegating tasks effectively to ensure project deadlines were met.
  • Boosted customer satisfaction by addressing client concerns promptly and professionally.

C-5 Crew Chief

United States Air Force
06.2018 - Current
  • Maintained safety by implementing effective procedures regarding hazardous actions, materials and items.
  • Maintained inventory systems and aircraft data systems and documented aircraft maintenance and services in electronic systems.
  • Repaired, replaced and rebuilt aircraft structures, landing gear, fuel systems and functional components using hand tools and power tools.
  • Performed end-of-runway postflight, preflight and thru-flight special inspections and phase inspections.
  • Managed team according to company standards and compliance requirements.
  • Followed drawings, schematics, engineering orders and technical publications to modify aircraft structures, systems and components.
  • Serviced and lubricated aircraft and subsystems to maintain equipment.
  • Coordinated complex multi-million-dollar aircraft repairs.
  • Ordered, organized and installed aircraft parts on subsystem assemblies for engines, gearboxes, transmissions and flight controls.
  • Serviced multi-engine aircraft by flushing crankcases, cleaning filters, lubricating moving parts and examining brakes.
  • Interpreted, advised and performed all required maintenance procedures and policies to repair aircraft and related equipment.
  • Trained team members on key roles to maintain flexibility.
  • Shuttled aircraft to and from depots for routine and urgent maintenance requirements.
  • Performed multiple inspections to ensure safety and completion of over 30+ missions.
  • Trained multiple newcomers on best practice, how-to, and importance of regulations.
  • Led a team of 4 crew chiefs to ensure given tasks were completed to allow for mission success.
  • Ensured all training and documentation for both aircraft and databases were up to date.

Work History Administrative Assistant

Family Insight, PC
12.2020 - 06.2022
  • Executed record filing system to improve document organization and management.
  • Coached new employees on administrative procedures, company policies and performance standards.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Offered office-wide software support and training, troubleshooting issues and optimizing usage.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Performed insurance verifications to assist our Office Manager as well as clients with billing information.
  • Ensured that clients were given a good fit with our therapist they needed to help work through individual difficulties.
  • Managed over 10+ schedules of current clients as well as working with new clients to fit both their schedule and ours.
  • Used critical thinking to problem solve multiple issues with scheduling, documentation, billing, medications, and insurance.
  • Re-organized filing to provide a quick and easy system to find multiple types of documents.
  • Went above and beyond to fill in Office Manager duties when they were out of our office.

Server/bartender

Latitude Seafood Co.
01.2016 - 12.2020
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
  • Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
  • Replenished food items, paper products and canned goods to keep pantry well-stocked during busy periods.
  • Applied comprehensive knowledge of wine, cider and beer to increase daily beverage sales.
  • Bussed and reset tables to keep dining room and work areas clean.
  • Used slow periods to restock supplies, ice, trays and delivery bags.
  • Explained menu items and suggested appropriate options for food allergy concerns.
  • Checked identification for minimum age for sale of alcoholic beverages.
  • Cultivated warm relationships with regular customers.
  • Increased sales significantly by upselling higher-end products to customers.
  • Noted special patron requests and followed up with kitchen to confirm delivery.
  • Worked with POS system to place orders, manage bills and handle complimentary items.
  • Processed orders and sent to kitchen employees for preparation.
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Mixed both standard and specialized drink orders using liquor, bitters, sugars and fruits.
  • Inspected dishes and utensils for cleanliness.

Server

Brio Tuscan Grille
07.2016 - 02.2018
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
  • Replenished food items, paper products and canned goods to keep pantry well-stocked during busy periods.
  • Cultivated warm relationships with regular customers.
  • Used down time to replenish teas, bread, silverware, ice, and all other necessities were readily available.
  • As well as cleaning to ensure the restaurant was a presentable as possible.
  • Handled cash, receipts, and open checks to ensure all money was accounted for at the end of the shift.
  • Created relationships with clients to help create regulars.

Education

Associates - General Studies

John Tyler Community College
Midlothian, VA
12-2025

High School Diploma - undefined

Manchester High School
Midlothian, VA
06.2013

Skills

  • Professional and Courteous Task Prioritization
  • Multi-Line Telephone Systems Schedule Management
  • Office Equipment Operation Verbal and Written
  • Ease with Computers and Communication Technology
  • Fast Learner
  • Strong Organizational Skills
  • Customer Service
  • Database and Client Management Systems
  • Operational efficiency
  • Aircraft Maintenance
  • Planning and coordination
  • Military Experience
  • Cross-functional communication
  • Risk mitigation
  • System development
  • Onboarding design
  • Improvement plans
  • Experience in leadership
  • Teamwork and collaboration
  • Attention to detail
  • Excellent communication
  • Process improvement
  • Multitasking
  • Quality assurance
  • Interpersonal skills
  • Customer relationship management

Accomplishments

  • Achieved Firm wide transition by introducing Salentica CRM for Client Records System tasks.
  • Achieved Modernization by automating processes and workflows with accuracy and efficiency.
  • Collaborated with team of 5 in the development of the Salentica Onboarding team. Ensuring swift and seamless transition to a modernized CRM System. Updating and automating multiple processes within the firm.
  • Successfully trained and incorporated multiple new airmen to improve overall mission success and completion rate.
  • Successfully fixed an APU to allow for the transfer of over 100k of cargo needed for the front lines overseas.


Certification

Secret Clearance

Affiliations

  • United States Air Force

Coined by multiple officers.

  • Leadership & Mission Success: As part of a team deployed to Ramstein Air Base, played a pivotal role in testing and developing a new training program for the Air Force, focused on operations in full chemical warfare gear, loss of communication, and establishing a new base behind enemy lines.
  • Unprecedented Success: Successfully completed all 6 missions without failure, helping to refine and implement a training protocol now used across the entire Air Force.
  • Recognition for Excellence: Awarded Commander’s Coins by the Team Commander, Exercise Commander, and Ramstein AFB Commander for outstanding performance and leadership in high-pressure conditions.


  • Mission-Critical Problem-Solving: During a reserve weekend, identified and resolved a critical malfunction in the Auxiliary Power Unit (APU) on an aircraft scheduled for an urgent mission. Diagnosed and fixed the issue in under 2 hours, allowing the mission to proceed as scheduled.
  • Recognition for Excellence: Received formal recognition for exceptional performance, being coined by both pilots upon their return and by the Squadron Commander and Dover AFB Commander for going above and beyond.



Timeline

Operations Specialist

Heritage Wealth Advisors
06.2022 - Current

Work History Administrative Assistant

Family Insight, PC
12.2020 - 06.2022

C-5 Crew Chief

United States Air Force
06.2018 - Current

Server

Brio Tuscan Grille
07.2016 - 02.2018

Server/bartender

Latitude Seafood Co.
01.2016 - 12.2020

High School Diploma - undefined

Manchester High School

Associates - General Studies

John Tyler Community College

Similar Profiles

CREATE PROFILE
Ryan Reid