Administrative & Operations Specialist for Financial Services

KRISTA K. BRADY

Brewster, NY • Mobile: 646-***-**** • Landline: 845-***-**** Email: ******.*****@*****.*** • LinkedIn: linkedin.com/in/kristabrady

PROFESSIONAL SUMMARY

Detaildriven administrative and operations professional with deep experience across financial services, insurance, real estate, and nonprofit event operations. Known for exceptional client service, organizational precision, and the ability to manage complex workflows across multiple stakeholders. Skilled in transaction management, marketing coordination, compliancealigned communication, and endtoend support for advisors, agents, and leadership teams. Adept at simplifying complex information, improving processes, and maintaining a calm, solutionsfocused presence in fastpaced environments.

CORE COMPETENCIES

Administrative Operations • Client Service • Financial & Insurance Support • Transaction Management Compliance & Documentation • Scheduling & Coordination • Marketing & Communications • CRM & Database Management Process Improvement • Event Support • Vendor Relations • Social Media & Content Creation • Microsoft 365 • Google Workspace • Skyslope • Profit Power • Salesforce • Moxi Suite • Canva

PROFESSIONAL EXPERIENCE

Licensed Financial Planner & Insurance Producer (Remote)

The Parallel Partnership / The Broker Group LLC (TBG Insurance Solutions) — Los Angeles, CA - August 2025 – Present

Deliver endtoend financial planning and insurance consulting for individuals, families, and business owners, from discovery through implementation.

Educate clients on complex financial concepts, ensuring clarity, compliance, and confidence in decisionmaking.

Illustrate retirement, investment, college savings, and lifetime income strategies tailored to client goals.

Collaborate with toprated national carriers to stay current on product updates, underwriting, and market trends.

Create marketing materials to support brand awareness and lead generation.

Recruit and onboard candidates nationwide using a structured, processdriven approach.

Regional Transaction Coordinator — Westchester Region

William Raveis Real Estate, Mortgage & Insurance — Yorktown Heights, NY - November 2024 – July 2025

Managed listings, sales, and rental transactions across five offices using Skyslope and Profit Power for accurate commission invoicing and closings.

Audited MLStoSkyslope data to ensure complete and compliant transaction files; coordinated with agents to resolve missing documentation.

Created Team Sheets for commission allocations, overrides, and referrals; managed approval workflows.

Performed monthly reconciliations between Skyslope, OneKey MLS, and Profit Power, correcting discrepancies and ensuring data integrity.

Monitored pending and active reports, tracking closing and expiration dates to maintain compliance with signed agreements.

Administrative Assistant to Senior Director (Contract)

Stephen Siller Tunnel to Towers Foundation — New Fairfield, CT - March 2024 – September 2024

Supported planning and execution of major annual events, including the NYC Stair Climb and 5K Run & Walk.

Managed preevent logistics, timelines, and internal project workflows to ensure seamless execution.

Identified and resolved operational issues to improve event and office efficiency.

Conducted corporate credit card reconciliations and processed expense reports, ACH requests, and check payments.

Maintained vendor relationships and supported inventory and supply management.

Administrative Assistant & Marketing Coordinator

Houlihan Lawrence, Inc. — Katonah, NY - June 2022 – December 2023

Designed and scheduled social media content to strengthen brand presence across Katonah and surrounding communities.

Supported 35+ agents with marketing, sales coordination, and daily operational needs.

Produced property brochures, postcards, and print ads; reviewed all materials for accuracy.

Served as liaison between agents, Corporate Marketing, and external vendors.

Trained agents on Moxi and Beacon platforms to enhance branding and client engagement.

Managed office calendars, window displays, community event logistics, and frontoffice operations.

Administrative Assistant

Douglas Elliman Real Estate — Armonk, NY - June 2021 – June 2022

Coordinated all sales and rental transaction paperwork and commission processing for 50+ agents.

Served as primary liaison with MLS systems and internal marketing/transaction platforms.

Processed agent reimbursements and Change of Affiliations with accuracy and timeliness.

Created marketing collateral and maintained listing status updates through closing.

Supported office operations, inventory, and community event logistics.

Licensed Real Estate Salesperson

Douglas Elliman Real Estate / RE/MAX Classic Realty — Westchester County, NY - April 2018 – June 2021

Advised buyers and sellers on residential real estate transactions, building strong client relationships.

Prospected and nurtured leads to grow a consistent pipeline.

Expanded professional network among agents, clients, and local partners.

EDUCATION

Pace University — New York, NY Master of Science, Publishing — Summa Cum Laude (GPA: 3.75)

Northeastern University — Boston, MA Bachelor of Science, Psychology — Magna Cum Laude (GPA: 3.5) Minor: Business

LICENSING

Life, Accident & Health Insurance License — New York State Department of Financial Services (Issued 2025)

LANGUAGES

Basic Italian • Basic Spanish

ASSOCIATIONS & VOLUNTEER WORK

American Society of Administrative Professionals • HGAR/OneKey MLS • Irish Arts Center New York Historical Society • Golden Key National Honor Society Mentor — Northeastern University Alumni Association

Volunteer — PutnamCAP • Rescue Right • Pegasus Therapeutic Riding Center • NY Cares

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