Financial Services Administrator/Team Leader
Resume:
MELONY CONNOR
Aurora, ON
**.**@******.***
https://ca.linkedin.com/in/melony-connor
PROFESSIONAL SUMMARY
An experienced Administrator with expertise in managing office operations with a team of 3 administrators. Demonstrates exceptional interpersonal and communication skills in relating to management, colleagues, business partners and customers. An organized problem solver with proven effectiveness in multi-tasking and project management.
KEY COMPETENCIES
• Passion for Customer Service
• Project management
• Salesforce Certified
• Proficiency in SharePoint and Concur software
• Event Planning at a Corporate Level
• Strong organizational skills with high attention to detail
J&D Benefits Inc. May 2017 - present
Administrative Assistant
Provide dedicated support to Financial Advisor relating to the processing of all life insurance, mutual funds and securities business. Develop and maintain relationships with clients, insurance carriers, and mutual fund companies. Maintenance of electronic and hard copy files. Ad-hoc projects as assigned. Assante Wealth Management Jan 2017 – April 2017
Administrative Assistant (contract)
Provide front-line administrative support for a successful financial planner with an established client base. Global Insurance Solutions Inc. Aug 2016 – Dec 2016 Life Insurance Operations Manager
Lead various teams (Contracting, New Business, and In-force) within the department of an MGA consisting of approximately 400 brokers, by providing consistent strong leadership. Acting Compliance Manager responsible for ensuring that policies are compliant within insurance industry.
• Created and implemented required compliance documentation to ensure that all brokers were compliant as the result of an AMF audit.
• Increased production by building relationships with brokers and insurance carriers.
• Reduced debit balances owed by brokers by 15%, while ensuring the continuation and enhancement of services.
• Collaborated with IT department to resolve advisor issues and to improve back-office systems resulting in increased efficiencies.
2/2
Sun Life Financial 2007 - 2016
Financial Centre Resource Team Leader
Responsible for running the operations of the Financial Centre and leading the administration team, ensuring the necessary administrative resources are in place for the financial centre to meet their sales and recruiting targets. To equip advisors to be self-sufficient in the use of technology to make sales, service their clients, and operate their business efficiently.
• Led an administration team of three that contributed to the success of six managers, and the financial centre, surpassing their targets on an annual basis. In 2015, recognized as the #1 Financial Centre in the Ontario Central region out of 13 Financial Centres.
• Provided leadership and support in the development and growth of staff through quarterly goal setting and mid-year and annual performance reviews. Engaged the staff in goal setting both individually and in a team setting which led to continuous improved efficiencies.
• Responsible for scheduling of compliance protocols and maintaining database to ensure that all annual license and compliance requirements were met. Consistently completed ahead of quarterly deadlines.
• Proactively managed all event planning including sourcing venues and negotiating with various departments to ensure successful offsite business meetings while adhering to budget guidelines.
• Coordinated the Financial Centre training program for 46 advisors, and multiple advisor assistants in concert with the sales management team, based on the needs of the Financial Centre.
• Assessed advisor learning needs, developed training schedules and provided on-going advisor training as required ranging from 1:1 session to groups of up to 25 attendees. Developed key relationships with many business partners.
• Oversaw the ongoing maintenance requirements of the office. Anticipating future growth, sourced additional office space, and presented to top level management. When extra space was required plans were in process and impact to key business operations was minimized. EDUCATION
Clarke Business College - Business Administration, Graduated with Deans List honors PROFESSIONAL DEVELOPMENT
Salesforce Certification Training - Phase 3 2015
Salesforce Certification 2014
Workplace Health and Safety Certification Program 2014 Sun Life Leadership courses 2010 - 2011
(Leading through Influence, Leading for Success, Leading with Impact) Associate Customer Service (ACS) - Life Office Management Association (LOMA)
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