Julie Kellerman, Flmi Email & Phone Number

Wellesley Hills, Massachusetts, United States

Boston, Massachusetts, United States

• Managed the daily operations of a rapidly expanding downtown Boston law firm specializing in personal injury and criminal cases.
• Collaborated with the leadership team to draft an operational strategy project plan consisting of 40 short-term and long-term items. Monitored progress and provided updates to the President. 19 items completed with a.
• Hired and onboarded a diverse group of 15 paralegals and legal assistants in 10 months and ensured the completion of their training.
• Increased productivity and efficiency by 20% by hiring staff, addressing performance issues, coaching, coordinating training, and by analyzing data from the case management system to improve processes.
• Improved communication within the firm by initiating and hosting weekly team meetings, sharing updates via firm wide email distribution, and by having an open-door policy to encourage discussion.
• Liaised with vendor partners to assist with the rollout and training of a new case management system and a new medical vendor platform.

Greater Boston Area

• Ensured three transfer agents complied with multiple Securities and Exchange Commission (SEC) rules, specifically SEC 38a-1 regulations
• Enhanced and implemented compliance policies and procedures for five topics, reviewed risk assessments and controls, and provided guidance to Business Units on policies, procedures, and all aspects of compliance.
• Managed cross-compliance initiative to develop and deliver four comprehensive training sessions for compliance associates; the advice training curriculum consists of seven online modules and an extensive interactive.
• Reviewed Compliance Policies and Procedures across seven Registered Investment Advisors to identify commonalities and differences and present opportunities for improvement or consideration
• Partnered with compliance leaders to improve the advice Support Program Joined Fidelity through the Resume/reacHIRE returnship program.reacHIRE is changing the trajectory for women in the workplace by partnering with.

Massachusetts

Greater Boston Area

• Monitored quality control process with Global Operations Service Center (GOSC) to deliver accurate electronic records to 300+ associates
• Saved 87% by researching and correcting technology partner billing errors
• Partnered with Retail Life AVP to review/approve 90+M GOSC budget
• Represented Retail Life on Global Communications Platform Initiative (Microsoft Office Upgrade, 40+ databases, 400+ associates, 15 database testers)
• Coordinated quarterly system training for 4 GOSC managers

Greater Boston Area

• Led 35 associates & 4 supervisors supporting 75+ firms to achieve all service & quality objectives
• Reduced processing time 50% and volume 80% by creating a new process for change requests
• Increased contract accuracy 30% by initiating a quality control process
• Achieved 20% improvement in customer satisfaction by soliciting and applying customer and team feedback
• Represented Retail Life on 3+ company- wide projects
• Researched & responded to 4-5 inquiries per month from State Insurance Departments

Ba, International Relations

Activities and Societies: Played rugby on the club team, mentored at-risk elementary school age children.

Summer Program, Belgium

International Relations And Affairs

Visiting student during Junior Year. Member of the rugby and ski clubs.