Venus Conklin

720-***-**** ad4zrn@r.postjobfree.com *59 So Leyden St, Denver, CO 80224

SUMMARY

I am not overqualified, I am professionally qualified. Even though I have not worked in an office setting for a while, I still strive to present my best effort in delivering myself. I have strong stability with a company because I adapt quickly. Skilled in oral and written communication, team leadership and relationship-building. Highly motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

SKILLS

Appointment Scheduling

Regulatory Compliance

Customer Service

Planning Events

Attention to Detail

Time Management

Report Preparation and Analysis

Handling Customer Complaints

Team Building

Microsoft Office

Expert in Quicken and QuickBooks

Notary Public

ACCOMPLISHMENTS

Effectively ran (for 5 years) the tri-Mester lunch and learn lunches for Edward Jones BOAs by scheduling meetings, ordering/paying for food and collecting notes from all the meetings, condensing down and distributed to the region - 60+ BOAs

Effectively participated on the Edward Jones regional leadership team - two different regions - we would get together 3 times a year to go over the current regional goals (new assets, FAs, etc.) and then help the branches meet those goals

Effective mentor for new Edward Jones BOAs

Worked as an office manager for over 20 years with few problems and low employee turnover Customer service provided to clients on a daily basis helped retain 99% of clients.

Became a Limited partner in Edward Jones 2015

Notary Public

Previously held Colorado Insurance License, Sec Series 6 and 7

CONTINUING EDCATION

Edward Jones used a dose-based system when I started and slowly migrated all aspects of the business to web based.

Annual FINRA Compliance – Edward Jones and Mutual Service Corporation

Pre-Supervisor Training, Cost Accounting, Management by Objective - The Gales Rubber Company

Developing Supervisory Skills, Women on the Way Up - Mountain States Employers Council

Purchasing Procedures & Policies - Colorado State University

EXPERIENCE

Driver, Uber & Lyft Driver Service, May 2023-Current

Denver, CO

Lyft & Uber are ride share apps that allow me to earn money while driving as a taxi substitute in the Denver area.

It allows me to set my work hours and download earnings on a daily basis.

I have to be a good, safe driver and riders share a rating to Lyft and Uber every day on my abilities - clean car, driving safely, conversation, helpfulness

So far I have a 5.0 rating.

Wellness/Health, University of Colorado Hospital, April 2022-November 2022

Denver, CO

April 20, 2022 entered UC Health Hospital for right knee infection that took four (4) surgeries (one to take all the equipment out of the knee), drug regimens, would vac, brace, rehab, blood tests to cure this infection

The last one Nov 8, 2022 showed the infection was gone and I was fit to go back to work

I have been looking for a new position since

Your interest in my skills would be appreciated.

Senior Branch Office Administrator, Edward Jones, March 2010-April 2022

Glendale, CO

Provided day-to-day client services, support, addressing account issues, request for documentation, cost basis reports and money requests

Scheduled annual reviews, collected financial information needed for reasonable goal projections

Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care

Showed clients how to manage their online account access to retrieve reports and documents

We have a weekly meeting to update our goals, accomplishments and discuss the coming week's calendar

Drove client retention and increased revenue by driving effective customer relationship management protocols

Created memos, letters and other documents, fostering internal and external communication

Set up SOPs (standard operating procedures) for all phases of the business.

Operations Manager, GALLACHER CAPITAL MANAGEMENT, LLC, Greenwood, Village, Colorado 80112, May 1996 - October 2008 •

Provide day-to-day client services support and act as liaison between clients and reps, addressing client account issues and requests, such as trades, documentation, cost basis reports, and more.

Prepare and process insurance policy, investment, and asset transfer applications; established systems for conducting monthly client asset and insurance policy reviews for more than 300 clients.

Perform monthly, quarterly, and annual accounting procedures, including state and IRS payroll filings.

Transitioned Client data such as investment and insurance policy information from manual to web based data base.

Schedule, conduct and resolve annual FINRA audits for the Office of Supervisory Jurisdiction (OSJ)

for 15 branches and 14 brokerage reps for Mutual Service Corporation. Kept track of compliance CE requirements for 24 reps under the OSJ.

Train reps on Advisor Online portal, providing ongoing system support.

Maintain and renew all state insurance licenses for the reps and RIA.

Maintain process and documentation compliance with FINRA regulations, consistently passing annual broker/dealer audits with 100% proficiency; maintain ADV records via IARD

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