Kelly McInnis

About Kelly McInnis

Client service and operations professional supporting advisory practices within wealth management environments. I bring a thoughtful, detail-oriented approach to client engagement, with a strong emphasis on clear communication, accuracy, and follow-through.My current role supporting investment services within a bank-affiliated platform has reinforced my interest in planning-oriented, relationship-driven wealth management models. I’m especially drawn to environments where trust, sound judgment, and long-term client relationships are central to the work.Earlier in my career, I held senior roles in business development, human resources leadership, and talent management, providing me with a broad business perspective and the ability to work effectively with professionals across disciplines. I value collaborative teams, integrity, and cultures where experience is respected and clients are treated with care.

Experience

1. Investment Services Assistant - Osaic Institutions, Inc

   Osaic

   Jun 2025 — Present

   Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC, Member FINRA/SIPC

Education

• Regis College

  Bachelor of Arts - BA, Business Management

Skills

• Human Resources
• Employee Engagement
• Hris
• Awesomeness
• Marketing
• Benefits Administration
• Applicant Tracking Systems
• Temporary Placement
• College Recruiting
• Social Networking
• Onboarding
• Contract Recruitment
• Training
• New Business Development
• Building Relationships
• Networking
• Leadership
• Temporary Staffing
• Sourcing
• Customer Relationship Management (Crm)
• Talent Management
• Screening Resumes
• Business Development
• Executive Search
• Benefits Negotiation
• Interviewing
• Talent Acquisition
• Strategic Planning
• Employee Relations
• Internet Recruiting
• Interviews
• Leadership Development
• Account Management
• Screening
• Career Development
• Hiring
• Cold Calling
• Employee Benefits
• Recruiting
• Crm