Tamara Steele Email & Phone Number

Responsible for the full life cycle of the staffing process and working with hiring managers to determine job requirements, source candidates, conduct phone screens, coordinate interviews and negotiate offers. Understanding of recruitment best practices, as well as understanding of client's businesses and business plans. Established and maintained.

• Recruited by Union Bank to leverage expertise and experience in managing book of business. Oversee all aspects of mutual fund processing, income, corporate actions, share conversions, reconciliations and.
• Worked closely with the Information Systems department to create automated programs that allowed for more accurate processing; developed Access databases to create workflow efficiency and enhanced management reporting.

Earned promotion to Director position to instill control, stability, and efficiency. Supervised team of 30 and reported to several different executive team members in a matrixed environment. Approved budgetary expenses and projects, developed management reports to document volume and production in multiple areas, and participated in senior-level project.

Hired as Advisor and earned subsequent promotion to Office Manager, directing satellite office operations and supervising both sales and administrative team members. Managed up to $90 million in client assets (significant number within the industry). Conducted extensive networking within the community to create and capitalize on business development.

Hired as intern and received promotions to full-time and lead roles, respectively. Assisted the 2 top-producing brokers in the company with business development and marketing activities. Created marketing materials, demographic and management reports, and spreadsheets to develop portfolio analyses for clients. Responded to client inquiries, providing.