Summary
Overview
Work History
Education
Skills
Timeline
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Wade Simmons

Phoenix

Summary

Dynamic professional with over 10 years of management experience, including a pivotal role at Financial Security Group of AZ. Excelled in enhancing client satisfaction and streamlining operations. Skilled in estate planning and customer service, demonstrating a keen attention to detail and technological proficiency. Proven track record of fostering team productivity and implementing innovative solutions.

Overview

13
13
years of professional experience

Work History

Legal Assistant / Office Manager

Financial Security Group of AZ
11.2020 - Current
  • Maintain strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Generated, revised, and edited estate planning documents utilizing ForeTrust and Adapt.
  • Collected essential information through structured client consultations.
  • Coordinated daily office tasks, including phone communication and calendar management.
  • Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.

Branch Manager

PRT Staffing
10.2017 - 08.2019
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Increased candidate placements by implementing innovative sourcing strategies and utilizing various recruitment tools.
  • Maintained detailed records of candidate interactions and interview notes, aiding in future decision-making processes for similar roles.

Data Entry and Mailroom Supervisor

Garvin Promotion Group
06.2012 - 07.2016
  • Coordinated mailroom team's workflow, delegating tasks to all employees.
  • Managed two teams of data entry staff, fostering a positive work environment that improved overall productivity.
  • Trained new employees on data entry procedures, ensuring accurate handling of rebate information.
  • Established an open-door policy to foster a positive work environment where team members felt comfortable discussing concerns or suggestions for process improvements.
  • Oriented newly hired employees by providing company information, facilitating onboarding processes and establishing position-related requirements.

Education

Bachelor Of Applied Arts And Science - Criminal Justice

Southern New Hampshire University
Hooksett, NH
02.2018

Skills

    Licensed Notary Public

    Over 4 years of estate planning experience

    Over 10 years of management experience

    Technologically proficient

    Excel at attention to detail

    Well honed customer service skills

Timeline

Legal Assistant / Office Manager

Financial Security Group of AZ
11.2020 - Current

Branch Manager

PRT Staffing
10.2017 - 08.2019

Data Entry and Mailroom Supervisor

Garvin Promotion Group
06.2012 - 07.2016

Bachelor Of Applied Arts And Science - Criminal Justice

Southern New Hampshire University

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Wade Simmons