Communications Project Manager - Financial Advisors Services (FAS) Vanguard - Malvern, PA
(2015-05 - 2019-01)
- Accurately managed and verified client communication projects while ensuring compliance with company policies, procedures, and regulatory requirements.
- Analyzed project data and reporting metrics to identify inconsistencies, resolve issues, and improve workflow efficiency.
- Responded promptly and professionally to internal and external client inquiries through phone, email, and electronic requests.
- Managed multiple Defined Contribution and Non-Qualified client projects simultaneously while consistently meeting productivity and quality expectations.
- Collaborated with Relationship Managers, Client Service Managers, Education Consultants, and vendors to ensure timely and accurate completion of deliverables.
- Maintained detailed documentation and tracked projects through the Communication Tracking System (CTS) from initiation through completion.
- Created and presented reporting metrics and workflow updates to management teams.
- Handled sensitive and confidential client information with a high level of professionalism and discretion.
- Assisted team members as needed and participated in ongoing training initiatives to support department goals and continuous improvement.
- Developed effective working relationships across multiple departments to ensure successful project execution and customer satisfaction.
Retirement Plan Meetings Specialist - Financial Advisors Services (FAS) Vanguard - Malvern, PA
(2011-10 - 2015-05)
- Coordinated and scheduled client and participant meetings while ensuring all meeting logistics, documentation, and compliance requirements were completed accurately and on time.
- Provided timely and accurate information to clients, internal teams, and external contacts regarding meeting requests and project status updates.
- Demonstrated strong project management and multitasking abilities by balancing multiple deadlines and priorities while simultaneously developing strategies and workflows to improve efficiency and client satisfaction.
- Maintained accurate records and documentation throughout all stages of assigned projects and worked collaboratively within a team environment to support departmental objectives.
Communications Specialist - Financial Advisors Services (FAS) Vanguard - Malvern, PA
(2008-08 - 2011-10)
- Maintained strong relationships with internal and external clients while delivering high-quality customer service and communication support.
- Managed project status updates, tracked deliverables, and ensured systems and records remained current and accurate.
- Supported high-volume education campaigns while prioritizing multiple tasks under tight deadlines while demonstrated excellent organizational skills, attention to detail, and ability to adapt in a fast-paced environment.
Executive Assistant - Institutional Investor Group – Vanguard - Malvern, PA
(2005-12 - 2008-08)
- Managed multiple executive calendars, schedules, spreadsheets, and expense reports with accuracy and confidentiality.
- Conducted proactive client outreach and responded to customer inquiries in a timely and professional manner.
- Maintained detailed records and supported relationship managers with administrative and operational tasks while demonstrated strong communication, organizational, and interpersonal skills while supporting multiple executives and departments.
