MELISSA ROSAS
Oak Lawn
Summary
A skilled operational specialist seeking a leadership position within a company that provides opportunity for growth through my experience, skills, and personal attributes.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Account Administrator
The McLean Wealth Management Group
11.2023 - Current
- Set up new accounts on internal systems and processed corporate actions and other adjustments.
- Monitored daily tracking of open opportunities and compliance items.
- Reviewed incoming compliance items for conformity with governing documents.
- Encouraged networking and collaboration across functions and businesses.
- Invested, liquidated and disbursed funds at direction of Account Manager.
- Gathered, evaluated and summarized account data in detailed financial reports.
Sr Premier Support Specialist
Osaic
01.2022 - 11.2023
- Deliver process and knowledge support to multiple areas within the company including senior financial advisors, clients, and back-office support
- Handle multiple CRM softwares to analyze and resolve complex operational issues
- Resolve Technical Troubleshooting errors within the client onboarding system
- Actively achieve department goals by adhering to the Quality Assurance protocols
- Teach the field on where to obtain information pertaining to policy and procedures
- Finalize New Account and Transactional paperwork
- Train new hires by teaching my operational process and efficiency
- Active member of the virtual employee engagement committee
Wealth Management Associate
US Bancorp Investments
11.2016 - 01.2022
- Manage client and operational support to three Wealth Management teams with a combined book of business of 600 clients
- Schedule and prepare for client appointments
- Complete operations, marketing, and client service requests
- Generate product, performance, and client service reports via SQL and Excel
- Create financial plans on the behalf of the Financial Advisor
- Onboard accounts for new and existing clients using the KYC system
- Coordinate client seminars and events
- Provide training and onboarding of new colleagues
- Utilize Salesforce to prospect and set appointments for potential clients to build the book of business
- Train retail branch employees on cross selling the Wealth Management Program by utilizing consultative selling method
- Collaborate with the Branch Manager to ensure referral goals are being met and successes are being praised
Relationship Banker
Chase Bank
10.2013 - 11.2016
Assistant Manager
Fifth Third Bank
02.2010 - 10.2013
Education
Bachelor's -
DePaul University
Associate's - undefined
City Colleges of Chicago
01.2015
Skills
- Microsoft Excel
- Salesforce
- Envestnet
- NetX360
- Social Media
- Back Office Processing
- Wealthscape
- Office Management
- Customer Service
- Client Relationship
- Data Analysis
- Website Editing
- Event Planning
- Organization
- Audit support
- Financial research
- Financial records and reporting
- CRM tracking
Certification
- 12/2013 | FINRA Series 6
- 01/2014 | FINRA Series 63
Timeline
Account Administrator
The McLean Wealth Management Group
11.2023 - Current
Sr Premier Support Specialist
Osaic
01.2022 - 11.2023
Wealth Management Associate
US Bancorp Investments
11.2016 - 01.2022
Relationship Banker
Chase Bank
10.2013 - 11.2016
Assistant Manager
Fifth Third Bank
02.2010 - 10.2013
Associate's - undefined
City Colleges of Chicago
Bachelor's -
DePaul University
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