Claire Walker

• Mentored new hires, resulting in stronger staff development and increased productivity.
• Monitored and reported trainee progress, introducing new learning tools to address individual needs.
• Analyzed team performance and identified opportunities for additional training.
• Delivered instructional presentations on equipment use, focusing on efficiency and safety.
• Introduced standardized training for cohesive learning environments.

Worked on conducting regulatory required 2021/2022 annual administrative reviews for all of discretionary investment management relationships and their accounts.

• Kept work areas clean, organized, and safe to promote efficiency and team safety.
• Contributed to team success by completing jobs quickly and accurately.