Administrative Processing Estate

ALICIA BARNETT

***** ******** ***** *****************@yahoo.com1

Kansas City, Kansas 66109 913-***-****

Seasoned professional with experience as a Branch Office Administrator/Mentor Coordinator seeking to secure a position which will enable me to utilize my knowledge of the investment, financial and insurance, and/or health care industry while facilitating my case management mentoring, customer service and client care skills.

HIGHLIGHTED QUALIFICATIONS

Knowledge of investments and financial planning processes

Knowledge of insurance industry (Worker’s Compensation, Life and Group Disability Claims

Knowledge of health care systems and community agencies

Outstanding communication skills and well organized

Readily assumes responsibility and challenges

Effective team leader-comfortable leading or collaborating

Proficient in Windows/Word/Excel/Outlook Notes and other computer applications

Proficient in Office Administration, Account Processing, Business Development and Mentoring

EXPERIENCE

EDWARD JONES (Branch Office Administrator/Mentor Coordinator) 2013-current

Office Administration: Communicate with financial advisor; Manage calls/walk-ins; set/confirm appointments; manage service requests, wires, faxes, e-mails; process trade confirmations; maintain branch-office record keeping through scanning and/or filing; process branch expenses (pay bills); order supplies and marketing literature; and maintain personal work space and office equipment

Account Processing: Estate administrative processing; securities processing; mutual funds administrative processing; insurance/pensions administrative processing; retirement administrative processing; trades administrative processing; maintain calendar and activities

Client Service: Prepare/update portfolios at the direction of the financial advisor; prepare hypos/calculations at the direction of the financial advisor; and prepare cost basis for client or tax preparer

Business Development: Plan and handle logistics for events (seminars, broadcasts)

Self-Development: Attend regional activities

BOA Mentor-Role of Regional Mentor: Communicate key messages to Mentors, BOA Trainees and the region; Match BOA Trainees with a mentor in a timely manner; act as the primary contact for all mentors in the region; Follow-up with each mentor and trainee and track relationships; promote recognition of BOA mentors; assist with regional meetings; update the Regional Leader on the accomplishments of the program; BOA Level Coaching and OIT support.

ASSURANT (Employee Benefits) 2002-2012

Six years disability claims case management integrated with Worker’s Compensation, Life Insurance and Social Security Benefits. Managed long and short-term disability claims which included determining eligibility, issuing payments, meeting financial and data accuracy requirements, identifying and adjusting over/underpayments, satisfying customer specific guarantees, enlisting special services such as Social Security Disability assistance, fraud management, subrogation, vocational rehabilitation and managed care. Developed plans to address obstacles and coordinated with attending physicians and employers to return claimants to work. Additionally, mentored and measured new implementation results.

Ten years in acute, long-term, medical/surgical, pediatric, rehabilitation and mental health nursing. Duties have included admissions, vitals, phlebotomy, collecting specimens, dietary assistance, updating medical records, charting, ADL supervision, 1:1 supervision, conducting group therapy and administering medications. Hospital certified in catheterization, EKG monitoring, dysphasia maintenance, accuchecks, would care management and blood draws.

EDUCATION CERTIFICATES/AWARDS

Kansas City, Kansas Community College Edward Jones Investments 2014-2018

(Projected Coursework AA)

Assurant Employee Benefits 2003-2012

Schlagle High School

Diploma 1987 Medical Terminology 1987

AVTS Oratorical Awards 1985

Health/Medical Assistant 1987

Certified Nurse Assistant 1986

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