STEFANIE RICKHOFF

• Administered first aid and life support procedures during emergencies to stabilize patients' conditions.
• Responded promptly to emergency calls and assessed patient conditions with precision.
• Monitored vital signs to assess patient health status and inform treatment decisions.
• Maintained accurate documentation of patient information for medical records and reports.
• Participated in ongoing training to remain current on medical protocols and technology advancements.
• Cultivated relationships with medical professionals to improve collaboration and ensure comprehensive patient care.

• Administered first aid and life support procedures with precision.
• Promptly assessed patient conditions during emergency calls.
• Monitored vital signs including blood pressure, respiration rate, pulse rate, temperature, and oxygen saturation.
• Documented patient information accurately for medical records and reports to support continuity of care.
• Maintained equipment for optimal readiness during emergency response missions.
• Engaged in ongoing training to remain current on medical protocols and technological advancements.
• Built strong relationships with medical professionals to enhance collaboration. with medical professionals to streamline patient care processes.

May 1997 – May 2026

Team Lead, Wells Fargo Advisors / Wells Fargo Bank

Mutual Fund Corrections Senior Clerk, Wells Fargo Advisors

Mutual Fund Corrections Clerk, Wells Fargo Advisors / Wachovia Investments

Pershing Processing Clerk, A. G. Edwards

Mutual Funds Transfer Processing Clerk, A.G. Edwards & Sons

Mutual Fund Mail Clerk, A.G. Edwards & Sons

Apr 2023 - May 2026

• Collaborated with management to define team objectives and align efforts toward strategic goals.
• Monitored team performance and provided constructive feedback regularly.
• Trained new team members on company policies and procedures.
• Assisted in developing process improvements for operational workflows.
• Addressed customer inquiries and issues through effective problem-solving.

Feb 2013 - Apr 2022

• Trained team members on new software and operational procedures to enhance overall team proficiency.
• Ensured compliance with regulatory requirements and company policies consistently.
• Resolved client inquiries promptly, contributing to improved service satisfaction.
• Oversaw and coordinated work of lower-level clerks to ensure task completion and adherence to deadlines.

Aug 2005 - Feb 2013

• Processed client transactions accurately and efficiently.
• Processed customer orders promptly and accurately.
• Assisted clients with account inquiries and provided exceptional support.
• Managed account documentation and maintained organized filing systems.

Jan 2003 - Aug 2005

• Reviewed incoming requests and prioritized processing tasks.
• Collaborated with team members to resolve processing discrepancies.
• Assisted in data entry using specialized software systems.
• Trained new staff on standard operating procedures and workflows.

Sep 1997 - Jan 2002

• Processed client transactions efficiently and accurately.
• Coordinated incoming documentation to ensure compliance and accurate data entry.
• Compiled daily reports for management review, tracking processing task progress and facilitating decision-making.
• Entered and updated information into database.
• Provided regular reports to management, facilitating informed decision-making.

May 1997 - Sep 1997

• Collaborated with team members to ensure timely mail delivery.
• Organized outgoing mail for dispatch, including arranging for pickup or delivery by the postal service.