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Title Customer Service Operations Manager
Target Location US-NY-Central Islip
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
EMAIL AVAILABLE PHONE NUMBER AVAILABLELINKEDIN LINK AVAILABLE __ Central Islip, New York In continuing my career, I am seeking an Office Management position where I can utilize my skills to give value to the vision of an organization.Dedicated Leader Specializing in Corporate Operations working with C-Level Executives A skillful, motivated and result-driven leader that applies professional and exceptional organizational skills to increase support, profit and growth within an organization. Excellent communication skills that address company priorities, goals and preserve company standards. Strong implementation of processes and projects across an organization. Formulating strategy, improving performance, procuring materials/travel resources and securing HR policies and compliance. Key StrengthsStrategic Project Coordination Problem Solving Report Management Excellent Organizational Skills Budget & Expense Management Travel and Meeting Coordination Strong Client Relationships/Customer Service Strong Verbal & Written Communications Training & Leadership Strict Confidentiality Technology SkillsMicrosoft Office Excel, Word, PowerPoint, Outlook MS Window applications including Windows 10 Adobe PDF Writer SalesForce eRecruit (Applicant Tracking System) QuickBooks/Quicken Concur Hearsay Social Social Media  LinkedIn, Facebook, InstagramExperienceSupplement Manufacturing Partners, Edgewood, NY August 2020  January 2021 Executive Office Manager Responsible for all office facilities management contracts Preparing new client accounts, orders, invoices and payments using QuickBooks Accounts receivable for past due accounts including filing for legal proceedings Recruiting and screening of all potential employees using Indeed and other sources including employee onboarding Executed marketing and customer information emails, mail merges and other business mailings Responsible for preparing and distribution of office communications including strict confidential documents Arrange all travel arranges for CEO and Partners including office recognition, trade shows, air, hotel and business events Special projects for clients, facilities, sales meetings and other company initiatives including personal assignments Equitable (AXA), Woodbury, NY November 2013  June 2019 Senior Manager  Director of Recruitment Operations Managed the recruitment, onboarding and licensing departments which provides support to the Branch Management Obtained Branch hiring goal for four consecutive years which awarded (1-5) the Branch nationally for 7 years Supervised Recruiters and Administrative support staff including growth, training and performance management Managed EVPs and VPs complex recruitment calendars using Outlook and Virtual meeting calendars Administered FINRA exams coordination with new financial hires by conducting SIE, Series 7 and 66 structured classes to increase exam passing ratios. Daily monitoring of FINRA exam studies along with one-on-one study guidance. Developed and presented onboarding training for new Financial Professionals and experienced hires which included production and hiring requirements, benefits, office procedures, licensing and company technology systems. Developed and implemented recruitment advertising, budget and expenses Develop and produced recruiting resources, complex presentations, agendas to attract top talent Daily, weekly, monthly recruitment and forecast reports including hiring metrics for Districts and Branch Presented and assisted Regional President and Executive Vice President improvement to recruitment processes/ideas to increase Branch hiring and managed prospecting communications with leadership staff Supported Executives on licensing process for each new hire candidate including experienced hires Collaborated with external departments on recruiting strategies and operational improvements Acted as benefit liaison for employees and financial professional Pauline Mosca EMAIL AVAILABLE Page 2Freelance Business Services, Central Islip, NY November 2016 May 2020 Owner  Developed from working with Financial Professionals at AXA Equitable Managing accounts payable and receivables Preparing legal and business documents to ensure compliance is met Preparation of mail merges and other business mailings Recruitment Services Handle bank statement reconciliation, budgeting and expense reports Travel and meeting coordination including preparing presentations and distribution AXA Advisors, LLC, Woodbury, NY February 2008  November 2013 Senior Manager  Director of Corporate Relationships Developed and managed public marketing relationships to increase sales and promote company brand Developed potential contacts with Financial Professionals to sponsor corporate and association financial educational seminars Organized over 150 events per year which produced over $6 million in production credits in five years Plan, develop and implement strategic marketing plans that result in consistent annual sales increases within budget. Attended and coordinated all marketing events, corporate and association educational seminars. Processed expenses Report, track and analyze all event performance and production results. Communicated and promoted results to the Branch to increase awareness and the importance of public marketing. Presented the importance of seminar marketing to the national marketing group which promoted and provided a valuable service to their community and fulfill corporate fiduciary responsibilities Designed, updated and manage promotional seminar/event marketing literature. Prepared all promotional materials and equipment for events. Researched associations and community networking events to promote sales activity and relationship building for Financial Professionals Prepared marketing materials for all client meetings and events Additional Relevant ExperienceAXA Advisors, LLC, Lake Success, NYOperations ManagerManage the office operations along with office logistics and coordinate all campaign/recognition events Supervised administrative and clerical staff along with implementing weekly staff meetings goal setting and performances reviews Organize learning training and cross-job training schedules to increase employee growth and business knowledge Forecast, budget and analyzed all office expenses along with processing office expenses through corporate systems Obtained office bids for office improvements and equipment. Facilitate and negotiate office contracts. Approved all office supply orders to ensure accurate expenditure Uphold office vendor relationships Researched and implemented Branch recognition and meeting events which include dinners, Branch compliance meetings, Annual Award dinners, local and out of country recognition trips Obtained meeting sponsorship funding from mutual fund companies and internal product wholesalers Managed Branch operations account which included accounts payable, funding deposits, invoicing to districts and bank account reconciliation Identified office efficiencies and make implemented changes to office policies Managed three office moves Branch mergers for fifty thousand plus square feet of office space Pauline Mosca EMAIL AVAILABLE Page 3EducationQueensborough Community College  Associates Degree Business Administration Briarcliffe Business College  Business Management AXA Advisors Leadership and Diversity TrainingCommunity InvolvementBoard Member - Park Row Townhouse Homeowners Association Central Islip Beautification Committee

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