Manager Administrative Assistant

Location:

Posted:

June 26, 2018

MICHELLE GRUND

Ypsilanti, MI 48198 *****.********@*****.***

Summary

Accomplished and energetic Operations Manager with a solid history of achievement in

financial management. Motivated leader with strong organizational and prioritization abilities.

Areas of expertise include, Compliance, Management and Training.

Skills

Microsoft Office Suite

Administration & Clerical

Management

Independent & Team Worker

Troubleshooting & Analysis

Client & Personal Services

Accounting Principles

Training & Education

Compliance Monitoring

Information Technology

CRMs (Salesforce, Redtail)

Experience

Operations Manager Apr 2004 -Present

Roberts Financial Services, Inc Marquette, MI

Conduct periodic internal reviews or audits to ensure that compliance procedures are

followed.

Review communications such as securities sales advertising to ensure there are no

violations of standards or regulations.

Create training and operating procedures for employees to increase productivity and decrease errors.

Work through complex problems with clients to their satisfaction

Purchase new technology and troubleshoot any issues that may arise.

Assets under management increased by 400% during tenure

Bookkeeper May 2004 -Dec 2004

Nordic Bay Lodge Marquette, MI

Prepare and process payroll information.

Reconcile records of bank transactions.

Debit, credit, and total accounts on computer spreadsheets and databases, using

specialized accounting software.

Education

Bachelor of Science: Finance, Personal Finance Marquette, MI

Northern Michigan University Dec 2003

AACCSB Accredited School