Tina Miller
Mason City,IA
Summary
Detail-oriented Client Investment Specialist delivering precise investment transaction services. Focus on enhancing client satisfaction through timely processing of changes and addressing inquiries. Strong communicator dedicated to compliance and confidentiality while adapting to industry trends.
Overview
28
28
years of professional experience
Work History
Medical Practice Receptionist
MercyOne Dermatology
Mason City , IA
11.2024 - Current
- Coordinated appointment scheduling by managing calendars and confirming details with clients, improving appointment accuracy and reducing scheduling conflicts.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Answered incoming calls, took messages, and transferred calls to appropriate departments, enhancing communication flow.
- Provided administrative support to staff members by typing letters, filing documents, and scanning and copying documents.
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Ensured cleanliness and organization of the reception area to maintain a professional atmosphere.
- Supported management by contributing to various special projects, ensuring timely completion and adherence to guidelines, which streamlined operations.
Client Investment Specialist
Principal Financial Group
Mason City, IA
06.2005 - 11.2024
- Coordinate and process investment changes on the RIS Client Investment Transaction team for DB\DC clients in all market segments.
- Partner with Clients, Advisors, and Internal Partners to meet client investment objectives.
- Deliver accurate and timely investment transaction services.
- Communicated effectively with internal and external customers, prepared investment change materials, processed investment coding accurately and within customer timelines, initiated requests to fulfill client objectives, and negotiated solutions aligning with customer and RIS goals.
- Maintained knowledge of industry trends, regulatory changes, and economic developments impacting investments to inform decision-making.
- Executed all transactions accurately and in compliance with regulatory requirements.
- Addressed client inquiries and concerns promptly to enhance customer service experience.
- Prepared and provided needed documents to clients timely and with accuracy.
- Maintain a high degree of accuracy with a strong attention to detail.
- Assist administration and field representatives in obtaining correct documents and initiate follow-ups when necessary. Thoroughly document key decisions as they relate to investment option changes.
Processing Specialist
Principal Financial Group
Mason City, IA
05.2001 - 08.2005
- Processed contributions, withdrawals, beneficiaries, and loans for participants to maintain accurate account management.
- Met production and quality goals consistently by working with high accuracy.
- Collaborated with team members on high-volume data processing projects to ensure timely completion.
- Trained new employees on data entry procedures and techniques to enhance team efficiency.
- Maintained confidentiality of sensitive information according to company policies.
- Assisted institutional clients with account management and support.
Mail Services
Principal Financial Group
Mason City, IA
06.1998 - 05.2001
- Received and distributed incoming mail and packages and coordinated with couriers to arrange package pickups.
- Executed hourly mail runs to ensure timely delivery of output to associates.
- Streamlined office operations during downtime by routing mail, processing deliveries, and restocking supplies.
- Operated fax center to send out documents promptly and efficiently.
- Worked with our identification system to make sure incoming faxes were processed correctly including correct contracts.
- I opened the received mail and placed the checks in numerical order so they could be deposited.
- Managed multiple printing projects, delivering high-quality results on time.
Education
High School Diploma - General Studies
Mason City High School
Mason City, Iowa06-1998
Skills
- Data entry
- Attention to detail
- Problem solving
- Analytical thinking
- Research skills
- Task prioritization
- Time management
- Multitasking
- Organization skills
- Team building
- Clear communication
- Interpersonal skills
- Independent work
- Reliability
Activities
Travel, Reading, DIY projects, Watching sporting events, Concerts, Planting flowers, Crafting
Timeline
Medical Practice Receptionist
MercyOne Dermatology
11.2024 - Current
Client Investment Specialist
Principal Financial Group
06.2005 - 11.2024
Processing Specialist
Principal Financial Group
05.2001 - 08.2005
Mail Services
Principal Financial Group
06.1998 - 05.2001
High School Diploma - General Studies
Mason City High School