Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
OperationsManager
Tiffany Nicely

Tiffany Nicely

Scottsdale,AZ

Summary

Professional operations leader and financial advisor with consistent track record in optimizing processes and driving impactful results. Proven ability to lead teams, implement strategic initiatives, and adapt to changing environments with ease. Skilled in project management, process improvement, and resource allocation. Known for effective collaboration and delivering dependable outcomes.

Overview

11
11
years of professional experience

Work History

Financial Advisor

Prospect Estate Planning
05.2025 - Current
  • Developed comprehensive financial plans aligning with client goals and risk tolerance.
  • Educated clients on market trends, enhancing their understanding of investment strategies.
  • Collaborated with cross-functional teams to streamline client onboarding processes and improve service delivery.
  • Conducted workshops on retirement planning, increasing client engagement and satisfaction levels.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Senior Annuity Account Manager

The Quantum Group
08.2021 - 05.2025
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

Annuity Operations Manager

Senior Advisory Group
02.2014 - 10.2021
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.

Education

AAS - Paralegal Studies

Phoenix College
Phoenix, AZ
01.2022

Skills

  • Cultivate an open and welcoming environment for customers with a positive attitude
  • Work well with a diverse workforce and management team, receiving excellent evaluations
  • Effective project manager and problem solver
  • Train co-workers on new office processes and programs
  • Professional, diplomatic communications with customers and support staff
  • Prepare detailed account management notes to timely follow up with insurance clients
  • Proficient in Microsoft Office: Word, Excel, PowerPoint, and Access 2010
  • Strong knowledge of financial markets, taxation, and regulatory issues
  • Draft pleadings and motions for review; prepare final documents for court filing
  • Conduct legal research on laws and statutes, using Lexis and printed materials

Affiliations

  • Arizona Paralegal Association
  • Maricopa County Bar Association, Paralegal Division

Timeline

Financial Advisor

Prospect Estate Planning
05.2025 - Current

Senior Annuity Account Manager

The Quantum Group
08.2021 - 05.2025

Annuity Operations Manager

Senior Advisory Group
02.2014 - 10.2021

AAS - Paralegal Studies

Phoenix College

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