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Operations & Controls Specialist

Location:
United States
Posted:
March 10, 2020

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Resume:

Whenshell Thelusma

** * *** **

Deer Park, NY, **729

631-***-****

adb8o5@r.postjobfree.com

CAREER OBJECTIVE

Self-motivated, dedicated and determined individual with 11 years of professional experience in operations, customer service and compliance. Demonstrated ability to increase departmental efficiency and productivity via the development and implementation of systems, procedures, and processes. Excellent communication, maintain outmost confidentiality, organizational, trouble-shooting, and relationship-building skills. Equal ability to work autonomously and as a supportive team player. Detail and deadline-oriented, with the ability to master new skills quickly and efficiently.

PROFESSIONAL EXPERIENCE

Prudential Insurance Melville, NY

Title: Operations & Controls Specialist Mar 2008 – Present

Facilitate onboarding of new Advisors including:

Hiring process, contracting, U-4 and licensing

Technology set up and training

Business cards and stationary

Track required online Learning Modules for Experience Hires, transfer of business (ACAT)

Assist Managing Director including:

Manage email, calendar, schedule appointments, coordinate meetings and travel arrangements

Support Advisors:

Facilitate new business and customer service

Marketing initiatives

Research account information for orphan clients

Assist Registered Principals with Control functions including:

Open, sorted, review, and distribute incoming and outgoing correspondence

Common Address monitoring, Discipline Handling

Marketing materials review and approval process

Cross Train Temp and Operations Staff

Designed monthly newsletter to showcase firm accomplishments

Purchase and maintain office supplies

Manage Firm billing, equipment, technology and building issues

Adecco Melville, NY

Title: Receptionist Feb 2007 – Mar 2008

Answered phones and transfer calls to the appropriate employees. Greet and assist visitors or clients. Handled questions about the business or offer brochures with business information. Took messages and make sure they get to the appropriate employees. Accept and sign for packages and distribute mail.Occasional filing, bookkeeping and scheduling.

EDUCATION

FARMINGDALE STATE COLLEGE Farmingdale, NY

A.A.S. Business Administration Dec 2012

ADDITIONAL SKILLS

Fluent in English, French & Creole

Microsoft Office, Excel, Word and PowerPoint

REFERENCES

References available upon request



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