TRACIE MASON
Collierville,TN
Summary
Personable and organized with strong ability to manage office tasks efficiently and effectively. Excellent communication skills, dedicated to providing outstanding service and support. Familiar with essential administrative functions, including data entry and document management, and proficient in Microsoft Office Suite. Dedicated to optimizing workflows and supporting team productivity to ensure smooth and efficient operations.
Recognized for fostering strong team collaboration and ensuring seamless operations. Known for adaptability and reliability, excelling in dynamic and fast-paced environments. Proficient in managing records and documents with precision. Possesses solid understanding of customer needs and conflict resolution, coupled with strong problem-solving abilities.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Administrative Clerk
Norris Avenue Missionary Baptist Church
Memphis, TN
01.2022 - Current
- Handled incoming phone calls and answered questions from callers.
- Established and maintained standard office procedures to achieve demanding targets.
- Reduced errors in data entry tasks through diligent attention to detail and thorough verification procedures.
- Supported administrators by efficiently managing daily scheduling, appointment setting, and calendar organization.
- Safeguarded sensitive information by maintaining strict confidentiality protocols when handling personnel files or company documentation.
- Created welcoming environment for callers and guest by greeting and assisting, as well as quickly responding to inquiries and needs.
SR. REGISTRATION ASSOCIATE/ASSOCIATE ACTIVITIES COMPLIANCE
Raymond James & Associates Inc.
Memphis, TN
12.2006 - 10.2021
- Prepares and submits required forms for registering or terminating financial advisors in accordance with policies, industry standards and federal and state securities laws
- Responds to escalated internal inquiries and resolves registration issues with state agencies and other regulators
- Ensures new hire registrations, personal status changes and transfers are processed in a timely and accurate manner
- Handles/assists with reconciliation and chargeback of all registration fees
- Ensures that all FINRA, state and other regulatory agency requirements concerning customer complaints, arbitrations, arrests, negative credit issues, registration terminations and continuing education are filed within required time frames
- Assists in monitoring the work of others and provides training in registration policies and procedures
- Oversees the submission of initial registration applications and other requests to the Financial Industry Regulatory Authority (FINRA) system
- Previous Position: Registration Associate II
CUSTOMER CARE SPECIALIST
Corporate Express
Memphis, TN
01.2001 - 12.2006
- Monitored not only recorded calls, but also live calls to be able to coach live, as well
- Evaluated agent's interactions with customers (using QA form) to ensure correct processes are followed, accurate information is provided, and positive connections are being made consistently
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Solicit sales of new or additional services or products
CUSTOMER SERVICE REPRESENTATIVE
John Hancock Networking Inc.
Memphis, TN
01.1998 - 01.2001
- Handled incoming phone calls and answered questions from callers.
- Established and maintained standard office procedures to achieve demanding targets.
- Reduced errors in data entry tasks through diligent attention to detail and thorough verification procedures.
- Supported administrators by efficiently managing daily scheduling, appointment setting, and calendar organization.
- Safeguarded sensitive information by maintaining strict confidentiality protocols when handling personnel files or company documentation.
- Created welcoming environment for callers and guest by greeting and assisting, as well as quickly responding to inquiries and needs.
Education
Associate in Science (A.S.) - General Studies
SOUTHWEST TENNESSEE COMMUNITY COLLEGE
Memphis, TN12.2021
Skills
- Advanced in Microsoft Office 365
- Exceptional customer service
- Attention to detail
- Insurance verification
- Customer service excellence
- Conflict resolution
- Computer proficiency
- Data entry proficiency
- Microsoft Excel
- Multitasking and organization
Certification
- Insurance Producers License, Tennessee
- Notary, Tennessee
Timeline
Administrative Clerk
Norris Avenue Missionary Baptist Church
01.2022 - Current
SR. REGISTRATION ASSOCIATE/ASSOCIATE ACTIVITIES COMPLIANCE
Raymond James & Associates Inc.
12.2006 - 10.2021
CUSTOMER CARE SPECIALIST
Corporate Express
01.2001 - 12.2006
CUSTOMER SERVICE REPRESENTATIVE
John Hancock Networking Inc.
01.1998 - 01.2001
Associate in Science (A.S.) - General Studies
SOUTHWEST TENNESSEE COMMUNITY COLLEGE