Held full accountability for 2 distinct teams within the Transfer Agency (TA) comprised of data and financial analysts to ensure mutual fund transfers were received, prioritized, and processed correctly. Reconcile TA transmissions for 40+ mutual fund clients funnelled through the team to identify/troubleshoot failures and ensure client reporting is accurate. Process wire activity between funds and bank accounts through multiple technical interfaces while serving as a primary contact between clients and other departments for a seamless business impact. Review the previous day’s reporting analytics to identify trends and activate strategic corrections. Promote a risk and oversight-aware culture among direct reports to improve compliance-related practices. reconcile fund cash flows and delivery of dividends to reflect the shareholder’s activity accurately.Develop and implement operational processes and procedures to build a high-functioning team while creating programs for staff recruiting, training, and coaching. Implement strategies that contribute to operational wellness through performance audits, workflow efficiency, and responses to underperformance.Create lines of sight between operational areas to assess needs, allocate resources, and maintain consistent practices across the organization to meet client requirements.Establish vital communication and technical links among all operational areas to ensure each is working congruently toward shared goals and objectives.Oversee and monitor daily operational activities and workflows of staff, ensuring the team is fully engaged and poised to exceed performance expectations.Uncover personnel competencies through coaching conversations to assign tasks and make optimal use of their skills during regular job routines and the completion of special projects.Mapped out the team’s roles and responsibilities to organize daily and non-daily tasks and provide the team with a more guided direction.

Developed SQL Server competency to query data and produce meaningful reporting for senior management, mutual fund clients, and auditors while identifying manual reporting that can be automated. Serve in a team lead role to review team functions and train junior analysts. Oversaw the processing and delivery of financial statements and confirmation. Suggested improvements as well as feedback to functional management and technology teams on opportunities for the resolution and root causes for repeated and problematic incidents. Served as an informational resource to junior-level analysts related to processing transfers on mutual funds. Initiated insightful discussions during team meetings, which encouraged team participation in special projects, idea sharing, and work collaboration.Led weekly conferences with printing vendors to coordinate statement generation, lead project initiatives, and troubleshoot issues.Co-managed operational activities as part of the processing team to ensure work is accomplished in a timely manner and properly documented.Managed an annual Fiduciary Fee project, which contributed to a $200K increase in annual revenues.Implemented a Special Statement Process, significantly increasing timely reporting and client satisfaction

Executed daily support activities related to client questions, issues, and communications to optimize value during critical client conversations relating to mutual fund trades, tax implications, and account maintenances. Participated in developing a culture of accountability and cooperation to activate deep dives into escalated client issues. Consistently maintained above-average performance, which resulted in being granted full autonomy and eliminating monthly reviews.

Worked closely with party leadership to build internal and external capacities centered on fundraising and promoting the platform of the candidate. Ensured the campaign had a clear long-range vision, measurable goals, work plans, and budgets to complete campaigning activities.Recruited, trained, and managed volunteer groups to execute the campaign strategy.

Supported a heavy-volume of family law caseloads by conducting intake interviews, collecting background information, and collecting factual evidence to support solid case strategies. Maintained the office’s cadence by performing a variety of administrative, office support, data entry, and case management tasks. Accepted and processed materials and documents for filing, entered and retrieved case data from the case management databases, verified accuracy of client/case information, and drafted pleadings and correspondence to appropriate court officials. Managed office appointments, arranged client meetings with attorneys, answered routine requests for information, and maintained case status reports. Safeguarded against missing critical client deadlines with an established follow-up system and intimate handling of case developments.Demonstrated complete competency in utilizing software, online programs, and research tools to obtain and analyze a myriad of useful information.