Shelene M. Piper
Savanna,GA
Summary
Administrative leader offering experience prioritizing and delegating administrative tasks to drive goal achievement.
Demonstrated experience providing superior administrative and client support services. Experienced in using variety of software applications. Excellent communication and interpersonal skills. Dedicated to training and mentoring top talent while cultivating a productive work culture.
Overview
36
36
years of professional experience
Work History
Wealth Operations Assistant
TWC Global Contracted To Johnson Financial Group
04.2022 - Current
- Managed data and correspondence to secure information across complex landscapes of organizational data platforms in preparation for asset custodian transfer project.
- Generate and modify new wealth account documents for clients transitioning to a different custodial platform.
- As a Team Lead, conducted training and supervised employees on multiple data systems and their correlating operational and functional procedures.
Wealth Management Assistant
Johnson Financial Group
03.2013 - 12.2021
- Provide comprehensive administrative support dedicated to financial advisors and portfolio managers.
- Prepare and organize client/prospect proposals and investment account reviews.
- Investigate and resolve client inquiries and issues through to their satisfaction.
- Open and close investment accounts including tracking of incoming/outgoing transfer of assets and cash. Maintain complete and detailed client files.
- Conduct training for new hires and associates in similar organization roles.
Relationship Banker
Johnson Bank
12.2005 - 03.2013
- A client-facing role that supported and collaborated with the Private Banking, Mortgage and Wealth departments. Open and administer various bank products, complete and process loan applications. Enhance the client experience with superior customer service.
- Special writing assignments for corporate and regional client correspondence and market-level historical pieces
Executive Assistant / Personal Banker
Wisconsin Community Bank
08.2002 - 12.2005
- Provided administrative support for the Madison Market Bank President.
- Managed client relationships by assessing their financial needs and recognizing potential for growth opportunities.
- Refer clients to other departments within the organization to deepen and improve their financial position and encourage client retention.
Law Enforcement Specialist
United States Air Force
05.1987 - 03.1990
Education
Bachelor of Science - Business, Marketing
Graduated Cum Laude
Skills
- Effective Written and Verbal Communication
- Critical Thinking
- Complex Problem-Solving
- Customer Support
- Administrative Support
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Wealth Operations Assistant - TWC Global Contracted To Johnson Financial Group
04.2022 - Current
Wealth Management Assistant - Johnson Financial Group
03.2013 - 12.2021
Relationship Banker - Johnson Bank
12.2005 - 03.2013
Executive Assistant / Personal Banker - Wisconsin Community Bank
08.2002 - 12.2005
Law Enforcement Specialist - United States Air Force
05.1987 - 03.1990
Upper Iowa University - Bachelor of Science, Business, Marketing
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