• Manage and lead project kickoff meetings for all assigned studies to ensure all involved parties understand project specifications, client needs, timelines, and responsibilities• Manage projects through entire project cycle including all aspects of managing clients, partners, and healthcare professionals• Work with programmers to setup and test survey links and redirects, prepare and send sample, conduct quality/audit checks• Manage respondent inquiries and honorarium and all other components of online research• Manage and leverage relationships with vendors to facilitate accurate and timely deliverables, communications, and issue resolution• Monitor productivity and quality of data collection to produce regular updates and progress reports on project status• Train staff on new projects• Submit billing invoices for completed projects• Update multiple databases with current data

• Processed customer purchases, performed general cleaning duties, and stocked shelves and displays neatly to maximize visibility and sales• Assisted customers with problems or concerns, and contacted management as appropriate regarding customers with problems or concerns• Provided feedback to management on all products, inventory losses, scanning errors, and general issues that could impact productivity• Complied with all established company policies and procedures• Upheld the security and confidentiality of documents and data within area of responsibility• Other duties as assigned

• Managed day to day office operations• Reviewed and processed contracts and paperwork• Managed files for Buyers/Sellers• Daily contact with clients• Ensured all deadlines were met; deposits, CTA items, Mortgage Commitments, Appraisals and walk-throughs• Scheduled and met with U&O inspectors• Maintained Google Calendar for agents

• Managed weekly meetings with external and internal management teams for conversions• Created and updated Open Items Logs• Created timelines required for conversions and ensuring completion of assigned tasks by all parties• Collected data and created documentation for technical requirements and validated documentation against system set up to confirm accuracy• Generated and coordinated database event requirements for system generated reports and external file transmissions• Generated Reports for the Broker Dealer Clients and/or third party vendors for required data extraction• Acted as a liaison between operation groups and Clients• Worked directly with the Broker Dealer Clients to field and resolve escalation issues• Performed analysis to facilitate monthly senior management reporting based on contractual guidelines for our Broker Dealer Client service level agreements

• Managed a staff of 9 employees for transfer agency operations group• Developed staff through periodic monthly and yearly review of individual goals and objectives• Managed operational workflow process to ensure all client-defined and industry-defined service levels were met or exceeded • Developed and implemented procedure guidelines to improve overall departmental performance • Maintained open lines of communication with client and staff by acting as an escalation resource in order to foster the client relationship, development of staff, and minimize escalations

• Coordinated schedule for operations and trained personnel on new procedures• Tested, documented and implemented new procedures• Acted as operations liaison to Help Desk on system code deficiencies and enhancements• Assisted with system conversions and collected data for business requirement documents• Attended business call for system enhancements as required• Quality Control for selected clients and newly established funds

• Researched and verified Tax Corrections, Adjustments and Required Minimum Distributions and performed quality review of processing• Updated tax correction using proprietary 1099 software for the IRS• Ensured shareholders obligated to take RMD complied • Trained new personnel• Processed and Quality Control of daily work for new business, redemptions, exchanges, retirement, transfers and broker changes• Ensured paper work was in good order, including verifying signatures, legal documents, bank information and dealer/rep changes