Stephanie Hamelmann

About Stephanie Hamelmann

Top Strength Finder Themes: Woo, Communication, Achiever, Arranger, Harmony

Experience

1. Client Services Admin Office Administrator

   Circle City Wealth Advisors

   Feb 2024 — Present · Indianapolis, IN, US

   Serve as main contact for clients, handling daily communications, resolving service requests, and ensuring high client satisfaction through prompt, tailored support.•Prepare for client meetings by compiling financial data, generating performance reports, and coordinating timely follow-ups for strategic planning.• Process onboarding and account maintenance paperwork (openings, rollovers, transfers, beneficiary updates) with 100% compliance and zero errors.•Utilize platforms like Redtail, Albridge, SEI, and DocuSign to streamline operations; led CRM cleanup and implemented automated workflows that improved efficiency and client engagement.•Coordinate and track financial transactions monthly, working with custodians and internal teams to ensure accurate, on-time execution.•Manage advisor’s calendar, prioritize meetings, and reduce conflicts through proactive call/email screening and scheduling.•Supported successful Broker/Dealer transition of 400+ households in <90 days by leading data tracking, client outreach, and compliance documentation.

Skills

• Employee Training
• Corporate Recruiting
• College Recruiting
• Technical Recruiting
• Customer Service
• Peoplesoft
• Employee Benefits
• Training
• Strategic Sourcing
• Benefits Negotiation
• Talent Acquisition
• Social Media
• Benefits Administration
• Applicant Tracking Systems
• Hris
• Resume Writing
• Employee Relations
• Job Fairs
• Payroll
• Onboarding
• Sourcing
• Temporary Placement
• Policy
• Talent Management
• Boolean Searching
• Workforce Planning
• Recruiting
• Fmla
• Management
• Career Development
• Hiring
• Interviews
• New Hire Orientations
• Personnel Management
• Internet Recruiting
• Staffing Services
• Human Resources
• Taleo