Human Resources Chief Financial

Caroline Kasa

St. Louis, Missouri 402-***-**** ************@*****.*** www.linkedin.com/in/carolinekasa/ PROFESSIONAL EXPERIENCE

Delta Dental

ExecuƟve Assistant St Louis, Missouri

**/****- *******

Support Chief Financial Officer, General Counsel and Chief Human Resources Officer in managing their daily responsibiliƟes.

Providing high-level administrative support to executives, managing calendars, scheduling meetings, and coordinating travel arrangements

Serving as the primary point of contact between executives and internal/external stakeholders, ensuring seamless communication

Managing confidential documents, reports, contracts and correspondence with discretion and professionalism

Oversee office operations, including expense reports, vendor coordination, and procurement of office supplies

Preparing executive-level presentations, reports, and meeting agendas to support strategic decision-making

Conducting research and compiled data to assist in business planning and special projects

Assisting in event planning, coordinating logistics for corporate meetings, conferences, and team-building activities

Streamlining administrative processes, improving efficiency and organization within the executive office

Junkwisely

ExecuƟve Management Assistant St Louis, Missouri

06/2023- 07/2024

SupporƟng the execuƟves and maintaining customer service by efficient communicaƟon and proacƟve phone calls.

Providing administraƟve support to execuƟves

Taking calls and schedule appointments and jobs

Managing schedules, handling correspondence, organizing meeƟngs, and maintaining records

Planning and performing iniƟal orientaƟon training for new employees

IdenƟfying and evaluaƟng opportuniƟes

Managing client relaƟonship management system through follow-up phone calls to address quesƟons

Developing and implemenƟng HR policies and procedures

Managing payroll administraƟon, hiring, and separaƟon noƟces Northwestern Mutual

Associate Financial RepresentaƟve Clayton, Missouri, 10/2022- 06/2023

Specialized in client service and supporƟng the financial advisor, ensuring the conƟnuaƟon of an efficient, effecƟve and organized operaƟon

Handling case notes, process correspondence and maintaining client case files

Maintaining financial advisor’s calendar and schedule follow-up appointments

Monitoring Daily Status Report and expediƟng any addiƟonal underwriƟng requirements

Managing and providing accountability for the team for producƟon metrics and operaƟonal metrics

Reviewing insurance applicaƟons, conversions and policy changes completeness and accuracy

Opening and maintaining investment accounts

Preparing account summaries

At advisor’s direcƟon, iniƟaƟng fund/NMIS transfers, exchanges, and redempƟon requests

Managing exisƟng investment client needs, service requests, rollovers, tax harvesƟng, annuiƟes, process reƟrement required minimum distribuƟons, and conversions

Adhere to standard operaƟng procedures that maintain compliance as a compeƟƟve advantage

Edward Jones

Branch Office Administrator St Louis, Missouri

03/2018- 10/2022

Focusing on creaƟng deep, trust-based client relaƟonships and empower the financial advisors at my branch to focus on delivering customized, soluƟon-based advice to our clients.

Building network for financial advisors through planning seminars, recognizing business opportuniƟes, and facilitaƟng branch business planning

CreaƟng and meeƟng agendas, overseeing appointment-seƫng/schedules

Managing financial advisor's CRM through updaƟng client records execuƟng all follow up calls

ProspecƟng for new clients though phone outreach and direct mail

Expanding client relaƟonships through consistent follow up and relaƟonship management

Ensuring consistent appointment process

Maintaining a welcoming and supporƟve atmosphere when clients enter the office Dealer ProtecƟon

Office and HR Manager St Louis, Missouri

08/2015- 11/2017

Managing human resources for 40 employees and helping launch the second sales office in 2015.

Planning and performing iniƟal orientaƟon training for new employees

IdenƟfying and evaluaƟng opportuniƟes to enhance employee development and retenƟon

Managing client relaƟonship management system through follow-up phone calls to address quesƟons and contract extensions

Developing and implemenƟng HR policies and procedures

Managing payroll administraƟon, hire, and separaƟon noƟces

Developing program for employee recogniƟon and awards

Planning events for employees and client networking FitFuel365

Business Development Associate St Louis, Missouri

01/2015- 08/2015

Drive Social Media

Social Media MarkeƟng Intern St Louis, Missouri

09/2014- 12/2014

Tiffany & Co.

Sales Associate St Louis, Missouri

12/2012- 08/2013

EDUCATION

University of St. Louis – Missouri

Bachelor of Arts in CommunicaƟon St Louis, Missouri 2011-2015

SKILLS AND INTERESTS

Languages: Swedish (NaƟve), English

Licenses: Life and Health

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