Operations & Controls Specialist
Resume:
Whenshell Thelusma
Deer Park, NY, **729
**********@*****.***
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
Contact this candidate