ASA II

Posted on: 2006-11-05

Orvella Jones 6805 South Benton Ave Kansas City, MO 64132 (816) 739-6352 [email protected] PROFESSIONAL HIGHLIGHTS Strategically executed on boarding of New Business through offshore Vendor Management in which I traveled to sites domestically and internationally to manage their performance. Utilized Six Sigma processes to create a “Quality Refinement Initiative” involving statistical modeling for application to the research and analysis process. I was able to significantly increase the overall quality for New Hires. Facilitated and implemented a new Managed Assets Platform for high net traders through coordinating performance meetings, call calibrations and various communications of Management, Directors and third party vendors. PROFESSIONAL EXPERIENCE ASA II 2005 – Present H&R Block Financial Advisors, Kansas City, MO Act as a liaison for and between the Financial Advisors, the Investors and HRBFA’s central processing unit. Process client info, closing of accounts, fee reversals and account linking for the operations unit. Answer incoming calls and make outgoing calls, create cases and interactions to document calls and follow-up for clients. Provide technical support to customers for web access and navigation. Act as a Peer Mentor for training of the new brokerage associates. Client Service Rep III 2005 ADP Broker/Dealer, Overland Park, KS Calculate mutual fund performance earnings and calendar to date contributions for participants. Process fund exchanges, reallocations and provide client support through use of an online knowledge base, which are documented in a case management tool. Answer inbound calls and make outbound calls to participants and other clients, type’s information into system and create necessary correspondence through e-mail or other means. Provide technical support to customers for internet. Quality Analyst 2004 American Century Investments, Kansas City, MO Gathered data and performed rigorous analysis on ACI procedures & work processes; performance and risk measurement; and a vast array of quantitative measures. Ensured accurate production and timely delivery of all reports and research by our Quality Analysis Team. Engaged in special projects, which consisted of advanced research (idea generation, hypothesis testing, and factor modeling) at the request of the Management teams in support of their efforts to forecast and be proactive. Responded to department-wide requests regarding quality, benchmarks and peer groups. This included interpreting and explaining statistical data about ACI products relative to appropriate benchmarks, external competitors, and the National Quality Review Board. Participated in industry conferences to stay abreast of industry news, trends, and events for communication to upper management, research ideas, and product development. Support Analyst 1998 – 2004 DST, Kansas City, MO Recruited to fill critical liaison role between the company and key clients. Effectively researched important business requirements and designed efficient user interfaces to speed operations. Create successful system and regression test plans and scripts vital for services of TA2000 software, Reuter market data feeds. Project lead for mergers, purges, conversions, new funds, closing of funds and training. Evaluate new business opportunities and identifies project requirements to recommend appropriate product alternatives and/or enhancements to current systems. Conduct comprehensive client interviews to research, analyze and produce accurate and thorough project documentation. Developing associates, testing and implementing new products, leading meetings and projects, conducting performance planning. Assumed broad communicative responsibilities between broker/dealers and dealer-distributed fund clients. Successfully anticipated needs and supplied excellent and responsive service to broker/dealers. Initiated leading-edge automated interfaces with DST’s mutual fund system. Cooperated with operations to develop corrective processing and financial estimates. EDUCATION Bachelor of Arts in Communication Studies (transferred 90 credit hrs. from CMSU) University of Missouri, Kansas City National Honor Society member - Alpha Sigma Lambda LICENSES & SKILLS Series 6 license Series 63 license Understands and can use appropriate tools for operating systems (e.g., TSO, FileAid, Lotus Notes, SQL, JCL, TA2000, AWD/IWS, PowerImage, Omnipay, Outlook, Access, and Excel). Utilize solid business principles and creative initiatives to solve project issues in a timely manner. Skilled communicator of complex, intangible concepts to varied audiences.