Annika Hansen Email & Phone Number

Hopkins, Mn, Us

Edina, Minnesota, United States

•Managing and leading staff, with overall responsibility of compliance and day-to-day operations. •Oversee the hiring, training, management, and development of these individuals.•Creating, updating, and managing written procedures workflow processes. •Maintaining compliance policies and documentation. •Organizing and scheduling Advisory Board Meetings, develop and distribute meeting materials. •Coordinating weekly team and annual meetings, take notes and distribute minutes and action items. •Accountability for teams to achieve agreed-upon commitments.•Integrating all major operating functions of the business, ensuring everyone is rowing together in the same direction; always working toward the greater good of the company. •Resolving issues effectively: seeing real problems, being comfortable with conflict, calling out the problems, and solving the problems in a practical and healthy manner. •Making certain the team is healthy, functional, and cohesive. •Ensure that everyone is truly following, and adhering to, the company’s core processes and operating system with consistency. •Dependably demonstrating values alignment, focus, simplicity, and clarity.•Effectively collaborating with the Visionary and staying on the same page. •Verifies that a high level of effective communication exists throughout the organization.

Edina, Minnesota

Support three executives at financial management company. Manage all day-to-day tasks with confidentiality and a strong work ethic, including scheduling, account management, activities, CRM management, and general office coordination, as well as offering a high-level of support for a diverse clientele.Major responsibilities:• First Impressions• Handle client account management, including opening accounts, transferring funds, client relationship management, along with developing, coordinating and planning client appreciation events.• Manage marketing initiatives, which includes creation of marketing collateral.• Run office management operations for the office.• Develop Best Practices.• Perform executive support: Tasks include managing calendar schedules, monitoring and maintaining communications, and common-sense, educational decision-making.• Upholding strong organizational, interpersonal, and leadership skills.• Recruit and train interns as part of office internship program.• Developing and maintaining written procedures.• Compliance tracking.• Prepare internal documents to help examiners when auditing our branch.COMPUTER SKILLS• CRM: RedTail, Salesforce• Programs: MS Excel, MS Word, MS Outlook, ClientWorks, WealthVision, Morningstar, Riskalyze• Creative: Adobe Illustrator, Adobe PhotoshopSecurities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greater Minneapolis-St. Paul Area

•Handled inbound and outbound calls in a high-volume call center to help resolve customer credit questions and disputes.•Advised customers on payment plans and debt management strategies.•Collaborated with team members to resolve unique credit situations.•Acted as a liaison between bankruptcy and credit counseling.•Worked as a first point of contact for the 2013 Target breach, which included helping customers enroll in credit monitoring, educating on risk identity, and cyber-security protocol.

Greater Minneapolis-St. Paul Area

• Designed all neon & cut vinyl application patterns utilizing Adobe Illustrator.• Custom graphic design service for neon & vinyl signage.• Recorded and reconciled all accounting and financials with Xero (2006).• Handled all clerical and front desk responsibilities.• Managed social media communications.

Liberal Arts And Sciences/Liberal Studies

Certificate, Education Paraprofessional

Graphic Design And Multimedia, Design And Applied Arts

President's List, PATH Scholarship