Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic
Trina Archer

Trina Archer

Plano

Summary

Seasoned Operations Manager and talented leader with 7+ years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Operation Manager

Equitable Advisors
11.2018 - Current
  • Organize and drive operations, and effectively develop and enact policies to increase organizational operation efficiency. Maintain strong leadership and interpersonal skills and help advance strategic plans and objectives set forth by management. Develop policies to keep organization’s budget low including operations and labor costs. Provide proactive operational support to financial advisors in all phases of client relationship management, new business processing, new business submissions. Effectively communicate with team members across the Complex at all levels to improve staff performance and morale. Supervise staff in office locations to maintain office services by organizing office operations and procedures.
  • Licenses: Currently hold the Series 7 & 63 securities licenses. Responsible for supporting the Broker/Dealer aspects of the Branch.
  • Skills: Excellent Communication skills; Leadership ability; Outstanding organizational skills

Office Manager & Registered Sales Assistant

Keystone Wealth Management
01.2008 - 01.2018
  • Provides proactive administrative and operational support to the financial advisors in all phases of client relationship management, new business processing, new business submissions. Responsible for implementing all trades for the office services by organizing office operations and procedures.
  • Registered Sales Assistant: Holds current Series 7 & 63 securities licenses. Responsible for implementing all trades for the group. Plays a key role in building and maintaining client relationships. Creates reviews and submits new brokerage/annuity account applications. Tracks and follows up on all submissions to ensure accurate and timely processing. Responds to client inquiries and identifies researches and resolves service issues. Executes processes and confirms client transactions.
  • Other Duties: Plans and execute client events. Maintains interface relationships with in-house staff and other financial advisors.

Office Coordinator

StageLight, Inc
01.2002 - 01.2008
  • Transfer to Dallas office includes new responsibilities along with new tasks, including maintaining office supplies and office calendar, processing inbound and outbound mail, and scheduling of building maintenance as needed for the Dallas Office.
  • Customer Service Representative: December 2005-August 2007
  • Sales: Facilitate and regulate nationwide sales standard operating procedures. Maintain national customer service standards. Act as inter-company purchasing agent and inventory controller for all our companies. Coordinate project material handling. Train and supervise shipping and receiving associate.
  • Accounts Receivables: Perform customer collections calls, coordinating customer payment schedules and reconciling accounts.
  • Other Duties: Support administrative duties for Human Resources department & receptionist.
  • Sales: Provide inside sales support with customer service for walk-in clients, phone sales support and departmental file maintenance. Purchase product and monitor inventory. Provide back up support to shipping/receiving department.
  • Other Duties: Support accounting department and data entry. Assist Vice President in scheduling. Support reception position and act as back up on multi-line phone system.

Accommodations and travel

Houston Grand Opera
01.1998 - 01.2002
  • Arranged all travel, housing and work-related visas as required by the INS for guest artists.
  • Payroll: Created and updated pay schedules. Tracked all deductions from artist pay. Calculated and paid AGMA health fund & dues deductions. Acquired appropriate tax paperwork from visiting artists. Facilitated all payroll for the chorus, children’s chorus, supers and orchestra including AGMA dues and deductions. Created and maintained Excel spreadsheets for all pay schedules. Distributed all paychecks.
  • Hospitality Committee: Acted as liaison with the hospitality committee in recruiting and assigning hosts and chief hosts. Coordinated hospitality cast parties.
  • Other Responsibilities: Accommodated artist requests, health emergencies and arranged medical appointments. Maintained relationship with medical staff to facilitate health needs. Tracked all artist relations’ supplies. Provided off-hours assistance for artists and hosts. Compiled and maintained production files for current and past seasons. Worked with stage management to facilitate supplies purchasing.
  • Contract Administration: Coordinated with the head of music staff to compile and issue all AGMA contracts for the chorus & Supers. Aided Orchestra manager with contracting all HGO Orchestra members.
  • Budget: Aided the production/music manager in maintaining the departmental budgets. Performed accounts payable duties for production/music department expenses. Maintained a two million dollar budget. Paid artist expense bills. Proofed general ledger each month. Assisted Artistic Administration in estimating and budgeting for future seasons.

Education

Bachelor of Arts - Theatre/Communications

01.1993

Skills

  • Customer service and office management expertise
  • Skilled communicator and problem-solver
  • Skilled in diplomacy and tact
  • Experienced in managing confidential records
  • Cross-departmental support
  • Adaptable under pressure
  • Proficient in PC and spreadsheet applications
  • Operational efficiency
  • Analytical problem-solving
  • Employee relations management
  • Interdepartmental collaboration
  • Employee relations and conflict resolution

Certification

Series 7 and Series 63 licenses

Interests

  • Exploring various forms of art, such as Stained Glass and Watercolor painting, to nurture creativity and personal growth
  • Acting and Theater

Timeline

Operation Manager

Equitable Advisors
11.2018 - Current

Office Manager & Registered Sales Assistant

Keystone Wealth Management
01.2008 - 01.2018

Office Coordinator

StageLight, Inc
01.2002 - 01.2008

Accommodations and travel

Houston Grand Opera
01.1998 - 01.2002

Bachelor of Arts - Theatre/Communications

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