Shelly Snow
Saint Clair,MO
Summary
Accomplished business professional with 24 years of experience across diverse industries, seeking a rewarding position in office or remote with a reputable company outside the financial industry. Demonstrating expertise in business operations, I have a proven track record of driving organizational growth and optimizing efficiency to consistently deliver exceptional results. Committed to fostering collaborative relationships and leveraging my diverse skill set, I aim to contribute to the success of the organization by utilizing my extensive experience and strong business acumen.
Overview
25
25
years of professional experience
Work History
Operations Specialist II
Edward Jones Investments
02.2000 - Current
- Imaging documents into the system for capturing the documents image
- Answering calls from branches for support on documentation submitted
- Assisted the UK and Canada with documentation
- Researching archived documents by pulling off micro fiche
- Assisted with approving signature guarantee documents and certificates
- 12 years working remote as a Home Based Associate processing New Account documents for client and branches, for new and existing accounts reviewing for accuracy and being complete
- Updating accounts due to changes with names, trustees, Power of Attorneys, correcting client information that may have been added or removed in error
- Working Salesforce cases sent by the branches to have documentation completed due to client in office or coming into office to provide A+ service for branches and their clients
- Power of Attorney knowledge
- Work projects and reports
- Assist other associates with daily tasks and documents
- Worked special projects and reports to correct accounts for clients and branches
- Volunteered to work the unusual hours to assist the branches in and out of the United States
- Work measured by points per hour, my measurements have been meets and outstanding, pending on the time and the length of research to complete the request submitted by the branch
- Complete expedite cases and documentation from the branch for the client to make trades or transfer money in a timely manner
- Willingness and ability to move between tasks to assist the team or fellow associates to provide A+ service to the Financial Advisors, BOA and clients
- Ability to process several types of documentation at once, while maintaining a2-hour turnaround time
- Assist with reviewing accounts to remove restrictions, so trades can be made
- Assist in process of approving POAs and updating and removing unauthorized persons from accounts, so the unauthorized no longer have access
- Remove deceased persons and updating with the newly authorized persons for access to accounts
Education
Bachelor's degree - Fine Arts
Culver-Stockton College
Canton, MO05.1995
Skills
- Phone etiquette
- Typing
- Calendar Management
- Setup Zoom Meetings
- Organizational Skills
- Customer Service
- Computer Skills
- Data Entry
- Salesforce
- Multi-tasking
- Process documentation
- Multitasking Abilities
Timeline
Operations Specialist II
Edward Jones Investments
02.2000 - Current
Bachelor's degree - Fine Arts
Culver-Stockton College
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