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Office Manager Financial Advisors

Location:
Indianapolis, IN
Salary:
60000
Posted:
November 28, 2023

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Resume:

Melanie Harris

Organized, flexible, resilient multi-tasker seeking position in a field where

experience in healthcare, the law, education and leadership will be an asset ad1jc6@r.postjobfree.com 317-***-****

To utilize my experience in public health, leadership, team-building, case management, addiction services, assessment of child neglect and abuse, family law, administrative services, and community involvement to help people from all kinds of lives. Authorized to work in the US for any employer

Work Experience

Director of First Impressions/District Office Manager WestPoint Financial Group – Carmel, IN

October 2022 – Present

• Greeted clients of financial advisors

• Assisted financial advisors in scheduling conference rooms

• Distributed mail daily to over 500 advisors across the U.S.

• Coordinated and executed onboarding for newly trained advisors

• Processed mobile deposits for securities, and other financial products

• Gather and distribute mail for hundreds of financial advisors Legal Assistant/Paralegal

J. Edgar Law Offices PC — Indianapolis, IN

June 2022 — Currently accepting projects part-time

• Communicate with clients by phone, mail, email, and video (if in custody) regarding their case, discovery, legal strategy.

• Draft and edit legal findings.

• Interview new clients.

• Review discovery from State/Federal attorneys, summarize and present in Power Point format for clients.

Front Office Representative

Brauman, Moore & Harvey Law — Brownsburg, IN

August 2022 - October 2022 (filling two maternity leaves)

• Scheduled estate planning and probate appointments for three assistants and two attorneys.

• Answered all incoming phone calls for both the Elder Law and Family/Criminal Law attorneys in the office.

• Returned phone calls and checked voicemail throughout the day.

• Ensured that each client had a good experience while in the office.

• Opened, scanned, distributed all mail.

• Occasionally drafted and often edited legal documents. Business Development/Learning Advisor (fully remote) Esme Learning - Boston, MA

March 2022 - June 2022

• Advised C-level executives on course/programme choices from a range of courses

• Responsible for a specific number of touch-points per day

• Sold courses taught by MIT, Oxford, Cambridge, and Imperial Business College. Team Lead (fully remote)

Maximus Health Services - Indianapolis, IN

June 2020 to March 2022

• Led team of fifteen to twenty-five investigators who both contract-traced and scheduled vaccinations for Hoosiers with COVID-19 remotely.

• Presented daily team huddles through Zoom calls to build team morale.

• Trained and coached investigators across the project using strong organizational skills to ensure consistent operations among staff.

• Met key performance indicators using Microsoft Excel and Power BI to prove efficiency.

• Reviewed and presented quality assessments of calls for professionalism, demeanor, and content to coach investigators on how to improve scores. Litigation Paralegal

Gahl Legal Group - Zionsville

June 2019 to March 2020

• Assisted a family law attorney trained in collaborative law and mediation with client communication, case law research, discovery requests and review, and preparation for litigation.

• Assisted an environmental law attorney by drafting documents, preparing for litigation, case law research, and reviewing and editing filings.

• Utilized a case management program, online document filing, e-filing, and all Microsoft programs to perform administrative functions of a small business. Program Assistant

Indiana State Teachers Association - Indianapolis

October 2015 to June 2019

• Assistant to Communications Specialist, Government Relations Specialist, the Director of Communications and the Director of Professional Development.

• Prepared and coordinated marketing and communication to over 37,000 members as well as government stakeholders.

• Engaged with marketing firm and stakeholders to rebrand the union as well as redesign the website.

Litigation Paralegal

Rowe & Hamilton, Indianapolis

2014 to 2015

• Reviewed interrogatories, police reports, and medical records in support of personal injury litigation.

• Met with potential clients to gather information and plan next steps for their case.

• Organized and managed the portfolio of cases for the managing partner. Facilities Manager

Indy Hitters, Indianapolis

2014 to 2015

• Managed appointments for batting cages and large practice area.

• Collected payments for appointments as well as for the travel baseball teams hosted there.

• Responsible for cleanliness and safety for the hours open to the public, team, and baseball camps.

Case Coordinator

Indianapolis Litigation Support Group

2014 to 2014

Family Case Manager (Investigator)

Department of Child Services

2012 to 2013

Case Manager Supervisor

Marion County Drug Treatment Court

2011 to 2012

Marion County Felony Drug Court Paralegal - Juvenile Division Paralegal Marion County Public Defender Agency - Indianapolis, IN October 2008 to April 2011

Director of Marketing and Advertising

Georgetown Market

2001 to 2007

Education

Doctor of Education in Organizational Leadership (ABD) Grand Canyon University - Phoenix, AZ

March 2019

Master of Science in Healthcare Administration

Grand Canyon University - Phoenix, AZ

March 2019

Master of Arts in Adult Education and Training

University of Phoenix, Axia College

April 2010

Bachelor of Arts in Interpersonal Communication – Full Honors Purdue University - West Lafayette,

IN August 2000

Volunteer Work and Memberships

President Elect of Brownsburg Education Foundation Brownsburg Community School Corporation

2018 - Present

Secretary (2022-2023)

Committee Chair of the Alumni Hall of Fame Committee (2020 – Present) Member of AAUW, Phi Eta Sigma, Golden Key National Honor Society



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