• Developed policies and procedures to direct daily work flow for operations department.• Created an extensive written manual to be used for employee training and audit responses.• Served as reference point of contact for all Operations Associates’ questions or issues.• Used critical judgment to escalate only necessary issues to the Operations Director. • Responsible for training all newly-hired Operations Associates.• Proactively identified problem areas, and partnered with other departments and outside custodians in order to find and implement solutions.• Assisted with the physical implementation, employee training, and continued maintenance of several new software systems.• Provided oversight for the operations department to ensure that all employees adhered to company policies and procedures, and worked with associates in order to resolve any problems.• Continued to provide excellent client service for over 350 clients as an Operations Associate.

• Supported the Senior Vice President of a brokerage firm with more than $1.6 billion in assets under management, and coordinated all day-to-day operational activities relating to client relationships.• Guided clients through new account opening, closing, transfer, and maintenance processes.• Completed and submitted corresponding custodian paperwork, and worked with TD Ameritrade, Charles Schwab, and Fidelity to ensure the quick and correct processing of the paperwork.• Received calls pertaining to all aspects of client accounts, coordinated money movement and account maintenance, and fielded general account questions.• Maintained orderly systems of physical and electronic client files, and ensured regulatory and internal compliance.• Coordinated printing and distribution of quarterly statements to all clients, as well as other mass mailings as needed.• Performed quality control, and verified that accounts were set up correctly, all client information was correct in all systems, and accounts were invested correctly according to client preferences.

• Instructed students and successfully carried out teachers’ lesson plans.• Cultivated relationships with students and faculty.• Taught in a variety of regular and special education environments.• Adapted quickly to dynamic school conditions.• Resolved classroom conflicts calmly and effectively.