Being in Financial Center Resource Team Leader position I work in a high-volume environment and interact with various departments and financial advisors on a day-to day basis. I am responsible for running the operations of the Financial Center (branch) and lead the Financial Center resource team.I complete regular one on one reviews with each team member to ensure their goals and objectives reflect the needs of the company, the Financial Center as well as the requirements of the job. I am responsible for assessing advisor learning needs and recommend training required to meet the needs. I coordinate the Financial Center training program in conjunction with the sales management team, based on the needs of the Financial Center. I deliver initial and on-going advisor training, prepare training schedules, arranges for presenters on a weekly basis. I provide training on various sales support systems - topics of technology, product and procedures, through group training or one-on-one sessions. I provide just-in-time PC trouble shooting to resolve technology problems and manage technology upgrades. I provide just-in-time information on insurance products/procedures. I deliver training on compliance and market conduct topics as required.

This position requires extensive knowledge and attention to detail. I am responsible for building and producing a customized New Business Client Policy Contract based on the approved application and case design outline. As a Contract Specialist I work in a high volume work environment and interact daily with various departments, supervisors and management. Skills that I have maintained and acquired within this position include but are not limited to the following:- Adaptability to changes in processes, procedures and products.- Excellent time management.- Computer skills and ability to work with many systems.- Ability to establish effective working relationships.- Strong analytical and problem resolution abilities.

• Responsible for carrying out administrative duties, including controlling purchase ledger, purchase and sales invoices• Creating and managing various reports for company accountant, creating sales invoices for clients and obtaining purchase orders and chasing payments• Managing floor staff holiday and vacation days and managing employee contracts, providing staff’s weekly hours to HR for salary• Maintaining corporate fleet records and reports• Working out monthly and yearly budgets with Station Manager• Ensuring payments are made to suppliers on time and payments are received from Clients

• Responsible for completing financial management including controlling invoicing and reconciling accounts, as well as monitoring takings and completing banking in accordance with company requirements• Managing a variety of administrative tasks including managing stock levels and placing orders to maintain appropriate availability, as well as reviewing customer accounts to ensure they are healthy• Overseeing a team, with responsibility for providing direction and guidance where required, and for completing all payroll-related tasks• Monitoring operations within the stores to ensure that processes are adhered to and that activities are completed to maintain smooth running of the store• Producing and managing a range of business correspondence, ensuring records are maintained and files updated accurately• Prioritizing and organizing workloads, ensuring all deadlines are maintained and requirements delivered• Reviewing documentation with a high level of attention to detail to ensure complete accuracy, entering information into systems, utilizing business software, application and Microsoft Office as required• Excellent experience in coordinating office procedures, liaising with team members to complete tasks