Experience

Fidelity Investments

Workleader

• Managed a team of 15 associates. Analyzed management reports and distributed assignments to department associates daily.
• Conducted quality control validation on work preformed by associates
• Subject matter expert for department management and associates
• Liaison for off-shore business partner
• Contributing member for multiple different project teams with various levels of management
• Responsible for multiple projects
• Created training programs, documents, compile resources and trained associates
• Provide enhancement suggestions and perform testing on automated software workflow system updates

Sr. Transaction Operations Specialist

• Processed applications and maintenance on participant accounts
• Designed and implemented workflow policy and procedure documents
• SME on a project to automate account and beneficiary information
• Developed procedures and implemented process improvements
• Trained and mentor new hire
• Contributed to company wide projects and initiatives

Full Trader

• Processed customer trades for mutual funds, stocks, bonds and options
• Assisted customers with their questions, money transfers, account balances, stock quotes and educational needs
• Tax gate representative during tax season

Jones, Waldo, Holbrook & McDonugh

Accounting Clerk /Special Project

• Special project – Managed client data & deposits for an eighty-million dollar private offering
• Accounting Clerk – Completed monthly shareholder reports and spreadsheets. Assisted with Accounts Receivable, filed, cut checks and answered phones

BYU Institutional Laundry/Textile Cleaning Services

Project Coordinator

• Created an instruction manual for each of the 16 different functions within the laundry
• Helped established inventory-counting procedures
• Developed an item classification system and location charts for a million dollar plus inventor

Order Processor

• Span and record launder items, process unbarcoded items
• Assemble orders and print reports
• Help within other business areas when needed