Rachael Halgerson
Clients Services and Operations Manager at Elgethun Capital Management, Inc- Claim this Profile
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Topline Score
Bio
Credentials
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Professional DynaMetric Program
PDP GlobalJan, 2015- Oct, 2024 -
LOMA
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Experience
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Elgethun Capital Management, Inc
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United States
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Financial Services
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1 - 100 Employee
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Clients Services and Operations Manager
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Apr 2015 - Present
Audits activities across all accounts including but not limited to trades, cash flows, tax needs, billing, and client requests. Works with clients to facilitate and process requests as well as develop meaningful long term relationships. Project manager for implementation of new reporting, client relationship management, and rebalancing technology. Produces and delivers monthly, quarterly, and annual reporting. Experience with SEC audits and requests. Responsible for organization and protection of all client data, accounts payable/receivable, and overall daily operations. Maintains website via Squarespace and client outreach through Mailchimp and Constant Contact. Responsible for creative creation and distribution of marketing materials. Attention to detail and accuracy is the pillar of this position, as well as relationship building between clients and prospects.
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Private
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United States
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Real Estate
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Project Manager and Personal Assistant
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2013 - 2014
In this seasonal role, my key responsibilites are to enure an optimal level of organization and follow through on project management. Daily tasks include, but are not limited to, scheduling, working with contractors, collaborating on projects with businesses in the community. Maintains logistical operations in multiple locations across varying states and locations. In this seasonal role, my key responsibilites are to enure an optimal level of organization and follow through on project management. Daily tasks include, but are not limited to, scheduling, working with contractors, collaborating on projects with businesses in the community. Maintains logistical operations in multiple locations across varying states and locations.
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Variable Serivces Representative
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2013 - 2014
Processed financials such as loans, withdrawals, and conducted stock trades on existing policies. Worked with clients and agents to handle policies effectively via telephone and email. Presented at team meetings. Worked on special projects for Team Lead such as assessing existing policies for errors in billing. Assisted billing department with any additional needs. Processed financials such as loans, withdrawals, and conducted stock trades on existing policies. Worked with clients and agents to handle policies effectively via telephone and email. Presented at team meetings. Worked on special projects for Team Lead such as assessing existing policies for errors in billing. Assisted billing department with any additional needs.
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Target
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Mexico
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Appliances, Electrical, and Electronics Manufacturing
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1 - 100 Employee
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Executive Team Lead
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Jan 2013 - Apr 2013
Develop, manage, and inspire my team to work efficiently and to the best of their potential in a positive work environment. Is responsible for store keys, opening and closing the store, scheduling, and managing the entire store. Challenge team members to develop, audit items on the sales floor to determine accuracy, setting adjacencies on the floor when new product is shipped. Works with Head Quarters to solve problems encountered with shipping, pricing, and policy or product updates. Inspire my team to works towards a common goal of excellence and a fast, fun, and friendly work environment. Collaborated with ETLs from other stores and districts to accomplish a greater goal. Accomplishments: Drive sales in a business environment, improving store percent of sales from 19 to 23% in three months.
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United Living Community
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Human Resources Director
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Oct 2012 - Jan 2013
Acted as temporary HR Director while Director was on LOA. Conducted interviews with potential employees, organized and filed paperwork. Practices include anything from insurance benefits to new hires. Attends managerial staff meetings, conducts table at job fairs. Managing payroll, assessing situations resulting in potential termination, conducting orientation for new staff. Documenting employee conducts, determining wages for new hires based on experience and accomplishments.Accomplishments: organized and ran a weight loss program for the company and employees while partnering with local businesses to strive for healthy lifestyles. Identified a discrepancy in the payroll system and corrected it, saving the company money on an annual basis.
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Certified Nursing Assistant
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Feb 2011 - Sep 2012
Cares for residents while improving their qualitiy of life in an active community. Makes safety a number one priority at all times.
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Recruitment Intern
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May 2012 - Jul 2012
Organized files and paperwork for recruiters. Went through applications to reject applicants or screen them with a phone interview. Shadowed recruiters during interviews and follow up meetings with managers. Conducted background checks and licensure checks, scheduled interviews for recruiters, conducted reference checks. Wrote and sent out rejection or job offer letters. Organized files and paperwork for recruiters. Went through applications to reject applicants or screen them with a phone interview. Shadowed recruiters during interviews and follow up meetings with managers. Conducted background checks and licensure checks, scheduled interviews for recruiters, conducted reference checks. Wrote and sent out rejection or job offer letters.
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Bella Boutique
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Consumer Services
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1 - 100 Employee
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Sales Associate and Marketing Assistant
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Jan 2011 - Jan 2012
Worked as a Sales Associate greeting and helping customers with their needs. Organized store and conducted inventory, was responsible for adding new inventory to the store, pricing and adding computer system. Promoted to help with marketing, in charge of Twitter account as well as Facebook account for the store. Also, was responsible for conducting a radio show “Fashion Fridays with Bella Boutique” once a week. Worked as a Sales Associate greeting and helping customers with their needs. Organized store and conducted inventory, was responsible for adding new inventory to the store, pricing and adding computer system. Promoted to help with marketing, in charge of Twitter account as well as Facebook account for the store. Also, was responsible for conducting a radio show “Fashion Fridays with Bella Boutique” once a week.
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Education
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2010 - 2012
South Dakota State University
Bachelor of Science (BS), Sociology -
2007 - 2010
Rhode Island College
Registered Nursing/Registered Nurse
Community
