Bailey Baylor
Omaha,Nebraska
Summary
Operations professional with extensive background in optimizing workflows and supporting operational efficiency. Proven ability to collaborate with teams and adapt to changing needs, ensuring reliable and consistent performance. Known for strong organizational abilities and attention to detail.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Investment Advisory Operations Assistant
Renaissance Financial
05.2024 - Current
- Managed day-to-day department operations with effective workflow coordination.
- Review new account paperwork daily.
- Monitor and communicate to resolve issues and alerts from Schwab.
- Answer incoming calls on the IA Service Line and emails to the IA Service Group.
- Process client checks for deposit at Schwab or Pershing.
- Assist Financial Advisors and Administrative Assistants with Cost Basis maintenance.
- Process money movement requests for Schwab and Pershing which include ACH, wires and journal.
- Monitor and track daily tasks for accuracy and completion.
- Data entry of IA & Brokerage activity into database.
- Assist with onboarding new clients using DocuSign system.
- Scan paperwork for submission to custodians and for processing service requests.
- Build trusted, collaborative relationships with our custodian’s operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately.
- Function as a liaise to our Financial Advisors and follows up on the status of outstanding issues and requirements from our custodians.
- Develop expertise in our firm’s technology and software tools and platforms.
New Business Account Manager
Renaissance Financial
06.2022 - 05.2024
- Serve as point of contact for eighty financial professionals' pending life and disability insurance client cases through email and phone.
- Manage all life insurance pending business case load and system organization for efficient processing of case payment and production.
- Keep updated, organized records and logs for internal processing purposes.
- Liaise between financial professionals and internal and external teams to efficiently complete client underwriting process of life insurance applications.
- Conduct and distribute data from daily, weekly, and monthly reports to manage and track pending applications and respective requirements.
- Conduct online training presentations to new financial professional hires on application and underwriting process once a week.
- Order and track client medical records and/or medical exams for underwriting purposes while maintaining confidentiality practices.
- Comply with all company processes and security procedures to encourage safe and efficient company operations.
Universal Banker
FNBO
08.2018 - 06.2022
- Provided financial transactions to customers including, but not limited to deposits, withdrawals and payments while maintaining company brand.
- Built and maintained strong customer rapport through daily conversation and account services while maintaining customer confidentiality.
- Assisted customers in opening and closing accounts, including issuing debit cards and checks.
- Submitted applications for credit analysis for verification and recommendation while explaining terms and agreements.
- Recommended appropriate accountproducts and services based on financial situation.
- Maintained cash supply and turn in excess and mutilated currency when appropriate per company policy.
- Complied with all bank processes and security procedures to encourage safe and efficient company operations.
- Kept updated, organized records and logs for internal auditing purposes.
- Conducted quarterly auditing of all machines, vaults, and cash drawers per bank policy and procedures.
- Worked alongside management to identify, recommend and implement operational improvements for internal audit practices.
- Used multiple computer software to track bank and customer information and to generate reports, including Touchpoint, ICE, Foundation, FirstWork, eVision, Microsoft products.
Teacher
Bright Horizons
04.2016 - 07.2018
- Cared for multiple infants and toddlers per state ratio guidelines.
- Fed and diapered children according to schedule.
- Tracked and completed daily charts and reports for the children.
- Assisted in the implementation of a curriculum in the classroom.
- Interacted daily with parents and guardians, providing detailed information about care of children.
- Worked with parents to promptly resolve any concerns.
Receptionist
SKAR
06.2014 - 04.2016
- Answered and directed all in-bound phone calls to appropriate employee using a switch board.
- Developed and utilized effective filing and retrieval systems and maintained office supplies, placing orders when supplies were low.
- Welcomed clients by offering beverages and preparing them for meetings.
- Maintain log books, including sign-in/out logs and front desk expenditures.
- Picked up and sorted daily incoming correspondence and delivered sorted mail to mailboxes.
- Maintained reception area by cleaning and organizing desk and visitor lobby daily.
Education
Burke High School
Omaha, NESkills
- Positive attitude
- Attention to detail
- Professional and friendly
- Customer support
- MS office
- Vendor engagement
Certification
- SIE
Timeline
Investment Advisory Operations Assistant
Renaissance Financial
05.2024 - Current
New Business Account Manager
Renaissance Financial
06.2022 - 05.2024
Universal Banker
FNBO
08.2018 - 06.2022
Teacher
Bright Horizons
04.2016 - 07.2018
Receptionist
SKAR
06.2014 - 04.2016
Burke High School
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