Lilliann Steiger Hedrick
Independence
Summary
Detail-oriented administrative and financial operations professional with experience in retirement account processing, document integrity, advisor communication, scheduling, payroll, and vendor coordination. Strong organizational skills, accuracy in data handling, and ability to support both operational and client-facing tasks. Currently pursuing a Bachelor's in Business Administration.
Overview
7
7
years of professional experience
Work History
New Account Associate
Commonwealth Financial Network
01.2025 - Current
- Process and review retirement and non-retirement account documents with strong attention to accuracy and compliance.
- Maintain document integrity by verifying completeness, correcting errors, and ensuring all paperwork meets regulatory standards.
- Communicate with financial advisors to gather missing information, clarify requirements, and support efficient account processing.
- Open new accounts and handle updates, corrections, and account changes.
- Collaborate with internal teams to resolve issues, maintain data consistency, and support workflow efficiency.
Administrative Assistant
Inspiring Kind Bakery
10.2018 - 11.2024
- Managed staff scheduling, ensuring proper shift coverage and smooth daily operations.
- Processed payroll, maintained time-tracking records, and handled employee documentation with accuracy and confidentiality.
- Coordinated supply orders, maintained inventory levels, and communicated with vendors to ensure timely deliveries.
- Conducted weekly walkthroughs to assess operational needs and identify opportunities for improvement.
- Supported weekly planning by preparing calendars, task lists, and operational priorities.
- Performed general administrative tasks to improve organization, communication, and workflow efficiency.
Education
Bachelor of Business Administration -
01.2026
High School Diploma -
New Richmond High School
05-2017
Skills
- Document management & data accuracy
- Effective communication
- Data analysis
- Document accuracy
- Customer service
- Data entry proficiency
Timeline
New Account Associate
Commonwealth Financial Network
01.2025 - Current
Administrative Assistant
Inspiring Kind Bakery
10.2018 - 11.2024
Bachelor of Business Administration -
High School Diploma -
New Richmond High School