Michelle Makepeace

Experience

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  Principal Financial Group

  Feb 2001 - Dec 2005

  Sr. Marketing Coordinator

  • Processed and managed all new business applications for the firm along with overseeing client relations.• Provided guidance to the Managing Director with initial new broker and agent appointment processing, licenses, and compliance related administrative task.• Oversaw onboarding and training program for new recruits.

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  Merkel Financial Services, Inc.

  Jan 2006 - Sept 2016

  Business Office Manager

  Case Submission & Underwriting/Marketing/Client Account Management/Compliance/Human Resources• Administered all new life and security business applications for the firm.• Managed and implemented new CRM software for improved tracking and workflow capability; this increased staff accountability by 50%. • Implemented an online document management system to manage data and integrate processes; improved efficiencies, reduced business costs and promoted a work from home benefit for employees.• Supervised all agency staff, personnel files, payroll, hiring, onboarding, terminations, appraisals and company benefits.• Coordinated and managed the CEO's daily calendar to meet monthly goals. Show less

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  Total Cleaning Solutions, Inc

  Jul 2017 - May 2021

  Operations Manager

  Part-time from Nov 2018 to April 2023 (nights & weekends)• Managed accounts receivable and payable, bank reconciliation and general accounting. • Established procedures for credit and collections to reduce delinquent accounts while monitoring aging, collecting, outstanding balances and researching billing discrepancies. • Acted as Human Resources Manager. Processed new hire paperwork and payroll. • Coordinated daily work schedules for subcontractor’s and reviewed subcontractor’s work orders for accuracy.• Implemented a paperless environment to create a more efficient office and reduced weekly labor cost by 20%.• Decreased company’s office expenses by 30%, by implementing multiple vendor contracts. Show less

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  CPK Wealth Management

  Nov 2018 - Oct 2019

  Director of Operations

  • Managed all incoming client request. • Responsible for new client onboarding and continuous educational training. • Prepared daily, weekly and monthly reports, and updated daily calendar.• Maintained firm’s operations standards, procedures and policies. • Served as company’s liaison for all outside vendors. • Ensured and maintained confidentially of all communications and documentation. • Spearheaded web-based platforms for clients to access personal investment account information, reducing internal manual efforts by 50%.• Managed Customer Relationship Management (CRM) system. Show less

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  Gulf Coast Underground Inc

  Oct 2019 - May 2021

  Executive Assistant
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  Honc Industries, Inc.

  May 2021 - now

  Bookkeeper