VIOLET PROULX
Summary
Multidisciplinary business operations professional with over a decade of experience in asset management, executive support, client coordination, and sales. Proven ability to enhance operational efficiency and implement strategic improvements that drive business success. Known for exceptional organizational skills, problem-solving acumen, and a talent for managing client relationships and office administration. Seeking a role where these skills can contribute to company growth and client satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Client Services Administrator
WestPac Wealth Partners
02.2020 - Current
- Enhanced client satisfaction by addressing concerns and providing timely solutions.
- Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Business Operations Specialist
LPL Financial
01.2017 - 01.2018
- Responsible for daily office management
- Increased overall office efficacy
- Implemented dual monitor systems office-wide
- Investigated and implemented a CRM change from Gorilla to RedTail
- Managed schedule for client account reviews
- Interfaced with client-base regarding account questions and account reviews
- Jumpstarted social media rollout
- Solely responsible for client monthly newsletters
Media Program Manager I
Encore Capital Group
01.2016 - 01.2017
- Responsible for obtaining account-level documentation from credit issuers to facilitate flow of accounts to law firms
- Solely managed the two largest credit issuers
- Led weekly and monthly calls
- Facilitated the reconciliation of outstanding media
- Placed orders for outstanding media
- Projected and oversaw budgetary constraints
Junior Asset Manager
Interwest Capital Corporation
01.2015 - 01.2016
- Responsible for the daily administration of accounting tasks for various real estate entities around the United States
- Reconciliation of bank statements
- Preparation of financials
- Check runs
- Instituted Versacheck to improve bill payment process
- Assisted Acquisitions department
- Responsible for opening bank accounts
- Managed insurance and real estate taxes for multifamily apartments, senior living facilities, and hotels
- Increased office efficiency by 42% during tenure
Trust Administrator
Pro Fiduciary, Inc.
01.2009 - 01.2015
- Responsible for the daily administration of over fifty client accounts, including revocable trusts, irrevocable trusts, special needs trusts, insurance trusts, and probate estates
- Coordination of trust activities with attorneys, accountants, financial managers, bank and brokerage representatives
- Prepared marketing materials
- Responsible for new account setups
- Managed office insurance & annual licensing requirements
- Managed real estate division
Education
CUM LAUDE - ANTHROPOLOGY
University of TN
01.2007
CUM LAUDE - PSYCHOLOGY
University of TN
01.2007
Skills
Attention to Detail
Data Entry
File Organization
Time Management
Team Collaboration
Office Administration
Microsoft Excel
Workload Management
Report Preparation
Employee Development
Google Suite Proficiency
Microsoft Office
Multitasking and Organization
Customer Service Management
Administration and Operations
Cross-Functional Collaboration
Websites
Certification
- EXCEL 2013 - PART ONE, New Horizons, 01/01/14
- EXCEL 2013 - PART TWO, New Horizons, 01/01/16
Timeline
Client Services Administrator
WestPac Wealth Partners
02.2020 - Current
Business Operations Specialist
LPL Financial
01.2017 - 01.2018
Media Program Manager I
Encore Capital Group
01.2016 - 01.2017
Junior Asset Manager
Interwest Capital Corporation
01.2015 - 01.2016
Trust Administrator
Pro Fiduciary, Inc.
01.2009 - 01.2015
CUM LAUDE - ANTHROPOLOGY
University of TN
CUM LAUDE - PSYCHOLOGY
University of TN