Miriam Schafer

Miriam Schafer

Investment Advisory Operations Specialist @ Wealth Watch Advisors

Country

United States

City

Yoder

Industry

Financial Services

Skill

Performance Management, Sales, Team Leadership, Project Management, Data Entry, peer training, Mobile Internet, Team Building, Public Speaking, Customer Service, Back Office Operations, Mutual Funds, Customer Service Operations, Microsoft Excel, Finance Operations, Retirement Operations

Experience

Wealth Watch Advisors

Investment Advisory Operations Specialist

Wealth Watch Advisors

LinkedIn
2019-7 - 2024-8 · 5 yrs 2 mos
Personal Capital

Senior Operations Associate - Private Client Group

Personal Capital

LinkedIn
2017-11 - 2019-6 · 1 yr 8 mos

Denver, Colorado

T. Rowe Price

Retail Account Management Specialist

T. Rowe Price

LinkedIn
2008-5 - 2015-5 · 7 yrs 1 mo

Colorado Springs, Colorado

I was a technical expert in the back office processing department for mutual funds, including both retirement and non- retirement accounts. I consistently maintained a productivity of over 200% and received high role and role model rating from management. I led trainings regularly for the complex requests and served as a contact for other departments to reach out to with issues. I helped lead and write training for the cost basis team within the department and was part of our FIS team that processed transactions for the funds and plans. I served as a coach for peers when dealing with complex, sensitive or escalated issues and consistently helped deescalate requests as needed.

Target

Team Lead

Target

LinkedIn
2003-6 - 2008-4 · 4 yrs 11 mos

Pueblo, Colorado

My job was to maintain the softlines department by keeping it picked up, stocked, organized and set by style. I helped direct my department team members to keep softlines properly serviced to assist guests as needed and work on daily projects. I helped back up other departments as needed and with any guest issues.

Education

Kansas State University

Kansas State University

LinkedIn

Finance and Financial Management Services

2001 - 2006 · 5 yrs

Miriam Schafer's Contact Information

Email

******@***.com

Phone

(**) *** ****

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