Office Operations Manager

Nicole Brown

**** **** ****** ● Oakland, CA ***** ● 669-***-**** *********************@*****.***

Results-focused operations manager specializing in driving operations growth, building solid teams, creating strategic initiatives, providing world-class customer services, and cultivating a strong company image eager to offer 12 years’ experience toward maximizing a top employer’s success.

PROFILE OF QUALIFICATIONS

Top performer who excels at analyzing operational needs, identifying lucrative growth opportunities, defining strategies for capturing new clientele and developing an existing consumer base, and attaining solid leveraging in competitive areas.

Ambitious self-starter, who plans, prioritizes, manages, and completes tasks within fast-paced, deadline-driven situations.

Excellent communicator who interfaces between executives, public-sector officials, sales and business teams, and customers.

KEY AREAS OF EXPERTISE

●Multi-Site Management ●Advertising/Promotions ●Start-up Operations

●Expense/Labor Control ●Regulatory Compliance ●Data/Records Management ●Project/Program Mgmt. ●Finance/Accounting Support ●Staff Workflow Prioritization

●Client/Business Relations ●Strategic Analysis/Planning ●Team Bldg./Training Processes

CAREER HIGHLIGHTS

Designed and implemented a new hiring practice that altered the interviewing process, testing requirements, and selection process that resulted in the organization obtaining better financial planners with higher sales volume.

Achieved maximum performance from our financial planners by using performance evaluation techniques that allowed us to evaluate and better train our employees to receive maximum sales performance.

Delivered targeted feedback and cost-effective recommendations on all areas related to office operations (e.g. Financial Planners expenses), along with assisting in the set-up of public relations that brought the company in sales over 33% yearly.

NICOLE BROWN Resume • Page Two 669-***-****

PROFESSIONAL SYNOPSIS

FINANCIAL PLANNING SYSTEMS, SAN FRANCISCO, CA (2003 – PRESENT)

Office Operations Manager (2008 – Present)

Strategically steered high-volume office operations of Financial Planners via forward-thinking implementation of the systems, policies, and procedures, including managing, directing, and/or delegating processes, tasks, and procedures related to permitting and closing of investment sales, as well as overseeing transactions and/or reports generation.

Assisted with the recruitment, training, and managing of our top-performing Financial Planners, including overseeing Human Resources needs to maintain personnel files, evaluate performance, facilitate productive employee relations, and handle required disciplinary actions.

Lead resourceful communications between office staff and internal/external customers, sales teams, school districts, tech companies, municipal authorities, and lenders while providing company wide support (e.g. President, CEO, marketing, and sales teams).

Achieve maximum expense control and productivity by cost-effectively monitoring office activities and staff labor levels.

Direct and disseminate status of on-going assignments and/or projects to meet the goals and objectives of the company.

Assistant Office Manager (2006 – 2008)

Applied strong leadership talents toward supporting a division office in customer service, clerical, and administrative areas, including ensuring all documents required by financial entities were processed within established timeframes to aid in permitting and closing of investment sales, as well as assisting with delegation of processes, tasks, and procedures.

Maximized use of resources and met key goals by planning, coordinating, scheduling, and collecting essential documents.

Provided advisement and updates to Office Manager regarding activities, tasks, and issues central to all office operations.

Customer Relations Manager (2003 – 2006)

Optimized administrative efficiency by directing the coordination and completion of necessary documentation for processing and receipt within pre-established guidelines to obtain the closing of investment sales.

Interfaced among customers regarding the closing status of sales, along with serving as an integral point-of-contact (e.g. Financial Providers and Financial Planners) to ensure consistently seamless business processes.

EDUCATION & TECHNICAL SUMMARY

Business Administration Studies

Golden Gate University

Microsoft Office ● PeopleSoft ● Approach

Intuit QuickBooks ● Fresh Books ●FileMaker Pro

ALIP (Accenture for Life and Annuity) ● Whitepaper for Accenture

VBA Life & Disability ● Benefit Focus HR In-Touch Marketplace

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