Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tracy Hirst

Head of Westport,MA

Summary

Results-driven leader with expertise in operations management, client relationship cultivation, and employee training. Proven track record in enhancing service satisfaction and retention while ensuring compliance with industry regulations.

Overview

16
16
years of professional experience

Work History

Managing Co-Owner

Hirst Wealth Management, Inc
Westport, MA
07.2002 - 02.2012
  • Oversaw daily operations and ensured compliance with industry regulations.
  • Cultivated strong client relationships to enhance service satisfaction and retention.
  • Resolved customer complaints in a timely manner.
  • Facilitated team meetings to discuss goals, updates, and best practices in wealth management.
  • Managed day-to-day operations of the business including staffing schedules.
  • Developed a comprehensive training program for new employees.
  • Kept records for production, inventory, income, and expenses.
  • Managed operations budgeting, accounts payable, and accounts receivable and payroll.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Formed and sustained strategic relationships with clients.

Office Manager

Successful Money Strategies
Fall River, MA
07.1998 - 07.2002
  • Coordinated schedules and meetings for staff and clients.
  • Oversaw office supplies inventory and placed orders as needed.
  • Managed daily office operations and ensured smooth workflow.
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Managed office inventory and placed new supply orders.
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Reviewed files and records to obtain information and respond to requests.
  • Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Handled scheduling and managed timely and effective allocation of resources and calendars.
  • Coded and entered daily invoices with in-house accounting software.
  • Developed and implemented office policies and procedures.
  • Created spreadsheets in Excel to track data such as vacation requests, sick days .
  • Organized company events including holiday parties, team building activities .
  • Automated office operations for managing client correspondence, payment schedules and data communications.
  • Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
  • Assisted with the preparation of budgets, forecasts and financial statements.
  • Coordinated meetings, conferences, travel arrangements and department activities.
  • Maintained confidential records relating to personnel matters.
  • Delegated work to staff, setting priorities and goals.
  • Resolved customer complaints or answered customers' questions.
  • Issued work schedules, duty assignments and deadlines for office or administrative staff.
  • Reviewed employees' work to check adherence to quality standards and proper procedures.
  • Interpreted and explained work procedures and policies to brief staff.
  • Recommended solutions related to staffing issues and proposed procedural changes to managers.
  • Implemented departmental policies and standards in conjunction with management to streamline internal processes.
  • Computed balances, totals or commissions to support accounting team.

Data Entry Manager

Kelly Services
Fall River, MA
02.1996 - 07.1998
  • Managed data entry operations for large client projects efficiently.
  • Developed standard operating procedures for data management tasks.
  • Coordinated with departments to resolve data discrepancies promptly.
  • Monitored workflow to optimize productivity within the data entry team.
  • Collaborated with IT to troubleshoot technical issues with data systems.
  • Monitored data entry processes to identify potential problems and implement corrective measures.
  • Designed forms used during the process of collecting relevant customer information prior to entering it into the system software application.
  • Collaborated with external vendors to establish database specifications, data types and criteria for data acceptance.
  • Maintained an up-to-date knowledge of industry trends in order to suggest improvements in current processes.
  • Drafted reports on data entry performance for senior management review.
  • Resolved customer complaints related to incorrect or incomplete data entries within established timelines.
  • Developed and implemented data entry policies and procedures to ensure accuracy of information.
  • Performed complex calculations to verify accuracy of entered information into system software applications.
  • Monitored office supplies to replenish needed inventory before depletion.
  • Established work procedures or schedules to organize daily work of administrative staff.
  • Managed busy calendar for executive team, planning and preparing meetings and communications.

Education

Associate of Science - Business Administration

Bristol Community College
Fall River, MA
05-1998

Skills

  • Client relationship management
  • Operations management
  • Compliance oversight
  • Employee training
  • Business development
  • Team leadership
  • Effective communication
  • Conflict resolution
  • Decision making
  • Human resources management
  • Bookkeeping
  • Customer relations
  • Driven and determined
  • Staff management
  • Task delegation
  • Attention to detail
  • Financial administration
  • Staff hiring
  • Negotiation and persuasion
  • Regulatory compliance
  • Entrepreneurial personality
  • Organizational development
  • Work Planning and Prioritization
  • Financial planning
  • Financial management
  • Accounting management
  • Business administration
  • Customer service
  • Staffing oversight
  • Quality assurance
  • Issue resolution

Timeline

Managing Co-Owner

Hirst Wealth Management, Inc
07.2002 - 02.2012

Office Manager

Successful Money Strategies
07.1998 - 07.2002

Data Entry Manager

Kelly Services
02.1996 - 07.1998

Associate of Science - Business Administration

Bristol Community College

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