Olivia L. Email & Phone Number

Ballwin, Missouri, United States

Execute detailed financial analysis and account audits to ensure precise recording and compliance, identifying trends and making strategic recommendations to management. Lead financial reconciliation efforts, playing pivotal role in maintaining internal account accuracy. Respond adeptly to management requests, ensuring swift resolution of urgent financial matters. Extract and analyze client and advisor data to support enhanced decision-making and strategy development. Oversee broad range of financial services operations, including asset movements and charitable grants with commitment to accuracy and compliance. Administer operational workflows and conduct in-depth research to address and resolve custodian notifications efficiently.● Led training initiatives for staff, advisors, and assistants on company protocols and software, enhancing organizational competence.● Reinforced financial integrity and regulatory compliance by implementing rigorous follow-up on account discrepancies.● Innovated report generation processes, automating and refining operations for increased efficiency and streamlined workflow.● Managed meticulous processing of RBC account documentation and mutual fund paperwork.● Maintained proactive communication with advisors, wealth teams, and clients, ensuring timely resolution of data discrepancies. ● Collaborated closely with service associates and advisors, offering expertise to expedite query resolution and enhance service quality.● Guaranteed compliant trade executions, upholding firm protocols and regulatory standards to safeguard transaction integrity.

Lake Saint Louis, Missouri

Excelled in managing account receivables, implementing robust reporting mechanisms and reconciliation processes to align with accounting standards and regulatory requirements. Performed detailed analyses of receivable reports to decode trends, assess aging balances, and conduct requisite evaluations. Delivered comprehensive training to advisors and staff on essential documentation, policies, and systems. Reviewed and adjusted client fees as necessary, guaranteeing integrity and correctness in billing practices.● Led successful automation of key processes, significantly boosting operational efficiency and accuracy.● Ensured meticulous processing of account documentation, upholding stringent accuracy and adherence to organizational policies.● Fostered collaborative partnerships with advisors and vendors to efficiently establish and manage 401(k) plans, contributing to streamlined administration.● Onboarded and coached new team members in advisory business processes and billing practices, promoting culture of knowledge sharing and professional growth.● Managed quarterly billing for Assets Under Management (AUM) exceeding $1B, leveraging exceptional financial acumen.● Executed thorough quarterly and annual advisory account reporting, providing critical financial insights. and maintaining high standards of compliance and accuracy.● Authorized, scrutinized, and sanctioned trades within client accounts, upholding ethical standards and regulatory compliance.● Showcased expert knowledge and proficiency in utilizing Pershing and BNY Mellon systems, ensuring seamless operations.

● Thrived in leasing and selling mobile homes through strategic property transactions and effective market analysis.● Ensured property standards by conducting thorough inspections before, during, and after tenancies.● Expanded market reach by effectively advertising homes across multiple digital platforms.● Boosted visibility and interest through tailored web and marketing strategies for mobile home sales and leasing.● Managed maintenance of mobile home parks and commercial properties, maintaining high standards of safety and presentation.● Strengthened tenant relationships, resulting in improved satisfaction and retention.

Highway 94, St. Peters, Missouri

● Crafted detailed training manual, streamlining staff onboarding and development.● Skillfully administered tenant invoicing, guaranteeing precise and punctual rent collection.● Expertly negotiated and formalized lease agreements, ensuring legal adherence and clarity.● Directed auction process from planning to execution, with efficiency and transparency.● Oversaw financial transactions from automated payments to report generation, enhancing financial management.● Advised on adoption of new system database, significantly boosting operational effectiveness.

O'Fallon, Missouri

Oversaw comprehensive purchasing and receiving operations for a high-demand aerospace manufacturer specializing in components for Boeing's military aircraft division. Managed robust supply chain by supervising procurement of parts and hardware.● Generated quotes and purchase orders, optimizing accuracy and efficiency of procurement operations.● Tracked incoming shipments of hardware and materials, maintaining stringent control over inventory and ensuring prompt receipt.● Provided comprehensive monthly inventory reports, offering insights into the status and utilization of hardware and materials.● Ensured authenticity of material certifications and seamlessly integrated into digital repository for compliance and record-keeping.● Formulated and refined purchasing and receiving protocols, enhancing procedural efficiency and supply chain transparency.

Bachelor'S

Associate Of Science (A.S.)

High School Diploma