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Financial Services Office Coordinator Resume

East Lansing, MI

PROFESSIONAL PROFILE:

Creative and innovative individual with experience in developing and implementing training processes and materials. Possess academic knowledge and professional experience in current industry trends, learning and development theories, and on multi - platform training initiatives. Skilled communicator, both visual and written; adept at presenting information in an easy-to-understand format. Impeccably organized and meticulously detailed with the ability to prioritize and multitask with ease and efficiency. Also possess experience in talent review and recruitment.

AREAS OF SKILL:

  • Training & Development Theories/Concepts
  • Process & Procedure Improvement
  • Leadership Initiatives Creating Training Manuals
  • Team Building
  • Management/Supervision

TECHNOLOGY/SOFTWARE SKILLS:

MS Word, Excel, PowerPoint, Access, Publisher, Outlook; AS/400, OASIS; Gmail; Siebe

PROFESSIONAL EXPERIENCE:

Confidential - East Lansing, MI

Financial Services Office Coordinator

Responsibilities:

  • Created and implemented a policy and procedure manual used to ensure efficiency in all administrative tasks.
  • Provide advanced level administrative support including processing forms, depositing checks, creating seminar folders, and ensuring all marketing material is up to date for compliance standards
  • Maintain and managed the calendars of 5 financial advisors by ensuring an appropriate amount of time is allotted based on advisor and client needs and maintained 1,000 client files

Confidential - Owosso, MI

Customer Service

Responsibilities:

  • Extensive Customer Service Professional
  • Assisted in Academic Advising for adult learners
  • Adhered to the guidelines of the Workforce Investment Act Program by reviewing and qualifying participants based on state regulations
  • Provided case management tracking sheets of up to 500+ people including d Confidential entry, updating client status, and job tracking
  • Learning and Development creator and trainer in youth and adult
  • Developed training materials and conducted training seminars from small groups to large groups of 100+
  • Maintained and updated learning materials and disbursed accordingly
  • Talent Management Acquisition
  • Evaluated Learning and Development skills, created training sessions for work-study staff including on-boarding and updated software conversion
  • Talent Management Acquisition which included recruitment, resume review, scheduling and conducting interviews (100+), timesheet review, performance review
  • Attention to detail
  • Delegates tasks effectively
  • Supervised multiple work-study (5 -10) students including providing training, delegating daily tasks, overseeing job duties, and evaluating performance
  • Planned and organized events for + participants
  • Organizational Leadership

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