Lucita Broussard

**** ********* **** **, ********, GA 30126

H: 404-***-**** C: 404-***-**** acxoow@r.postjobfree.com

https://www.linkedin.com/in/lucita-broussard-673667b

PROFESSIONAL SUMMARY

Assistant who goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale.

SKILLS

Proficient in Microsoft Office: Outlook,

PowerPoint, Excel, and Word

Strong problem solving capabilities

Self Sufficient

Energetic & proactive

Extremely organized

Excellent work ethic

Strong interpersonal skills

Records Management

Proficient in CRM systems: Salesforce and ACT!

Strong leadership skills

Team player and works well alone

Typing 60+ wpm

Prioritizing

Adobe and Nuance software

Work History

TRIAD ADVISORS

Operations Manager for Triad Hybrid Solutions Norcross, GA July 2014 – July 2016

Primary contact and liaison between advisors and custodial partners: Fidelity Institutional Wealth Services and Charles Schwab. Execute billing processing and reconciliation via Advent's Black Diamond, which also provides performance reporting. Manage and process operational workflows through Salesforce CRM. Oversee account maintenance by way of Schwab Advisor Center, Fidelity Wealth Central, Black Diamond and Envestnet. Cultivating a close working relationship with Triad Advisors, as dual registrants may consequently choose to offer both fee and commission services associated with Triad Hybrid Solutions and Triad Advisors. Component to formulating, implementing, and improving processes and policies in support of Triad Hybrid Solutions' organizational goals.

TRIAD ADVISORS

Advisory Services & Client Services Specialist Norcross, GA February 2007 – July 2014

Assist advisors with questions regarding advisory operational policies and procedures. Establish, review, and maintain brokerage accounts. Assist transitioning firms with operational policies, procedures, and establishment of new and transferring accounts. Correspond with representatives to notify them of any issues or incomplete items. Process new accounts, transfer requests, and maintenance items utilizing NFS FBSI system and Envestnet sites. Accountability for achievement of service levels and success of the team. Close working relationship with Compliance, Cashiering, Transitions, Journals, Transfers, Commissions and Advisory Departments. Close working relationship with National Financial, Envestnet, and Fidelity IWS service teams. Assist in development, implementation, and maintenance of quality assurance initiatives. Provide customer service to Investment Advisors, Assistants, and staff.

Yellowbook

Administrative Assistant/Receptionist Atlanta, GA 2005 – 2006

Administrative and office support for multiple supervisors and sales representatives. Fielding telephone calls, receiving and directing visitors, word processing, filing, and faxing. Creation of Excel spreadsheets and PowerPoint presentations, as well as Internet research. Communication with clientele. Assist with coordination of company functions and outings. Worked with internal and external parties to organize the various components needed to initiate, run and conclude major projects. Coordinated schedules and activities, placing orders for supplies and services, and tracking progress and results.

Marriott International

Associate Norfolk, Virginia Beach & Williamsburg, VA September 2001 – June 2005

Provide the highest quality of service to customers. Promptly and effectively resolve guest requests and/or complaints. Guest Arrival/Check-in and Guest Departure/Check-out. Cashiering. Handle guest mail and messages. Execute selling strategies appropriately. Reservations. Operate switchboard telephone system with standards of proper telephone etiquette. Block rooms and handle special requests. Monitor available accommodations. Monitor and maintain safe deposit boxes used by guests. Management of Lobby and Front Desk. Housekeeping, Concierge, Food and Beverage responsibilities.

Education

ASSOCIATES OF APPLIED SCIENCE Paralegal Studies

Bryant & Stratton College

Virginia Beach, VA 1999

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