I oversee the administration system and general workflows of Oakwood Investments, an independent wealth management firm providing multi-family office services.I play a role in many aspects of the company's operations, and perform a variety of duties according to the company's needs, including:- Supervising day-to-day operations of the administrative and HR department- Developing and reviewing administrative systems, policies, and procedures- Planning and scheduling office events, including meetings, conferences, and interviews- Preparing and reviewing operational reports- Overseeing budget planning and compiling budget reports- Hiring and training new employees, and creating personnel folders for new hires- Organizing and filing key information and documentation

I worked within the Agency Department to assist the team in delivering high quality and effective service, reviewing and enhancing processes to ensure best practices.I processed quarterly and monthly tasks, including manual bonus payments, negative balances and intermediary due diligence. I also oversaw sales figures for internal sales staff, and managed ad-hoc commission payments.I maintained and managed distributor records across multiple regions, and handled distributor queries in a timely manner. Additional tasks included preparing documents to support project implementation, supporting sales initiatives, managing events, and maintaining and improving operational efficiency across the board.

I served as an HR generalist, supporting the HR team with reports and dashboards that supported our people and culture.I maintained data in systems dedicated to compensation and performance management, and produced reports on this data.I support annual performance management and the salary review cycle.I also supported onboarding efforts, assisting on local trainings and creating materials to ensure best practice across the organization.