Felicia Cole
Client Service Administrator at ARGI Financial Group- Claim this Profile
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Bio
Experience
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ARGI
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United States
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Financial Services
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1 - 100 Employee
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Client Service Administrator
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Apr 2017 - Present
At ARGI, I work with a team of focused consultants that help provide clarity for individuals and businesses through comprehensive, integrated financial services:∙ Comprehensive financial planning∙ Investment management∙ Business management and accounting services∙ Corporate benefits education for employees∙ Business retirement plan management and consulting services∙ Tax preparation and planningARGI Investment Services manages more than $1.5 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Cincinnati, OH, Indianapolis, IN, Norwalk, CT, and Grand Rapids, MI and serve personal and business clients across the country.
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RE/MAX
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United States
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Real Estate
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700 & Above Employee
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Receptionist
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Apr 2016 - Apr 2017
I’m responsible for answering the telephones and greeting and helping walk-in clients. I also review and edit all new property listings that are entered into the MLS system for our company before filing them into our paperless system. I work daily in Apple Pages and Adobe Photoshop to create flyers and advertisements for our real estate agents. Also, I work in Microsoft Word and Excel daily to create lists of expired properties, which are sent to all our agents. I’m responsible for answering the telephones and greeting and helping walk-in clients. I also review and edit all new property listings that are entered into the MLS system for our company before filing them into our paperless system. I work daily in Apple Pages and Adobe Photoshop to create flyers and advertisements for our real estate agents. Also, I work in Microsoft Word and Excel daily to create lists of expired properties, which are sent to all our agents.
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Director of Contracting
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Dec 2013 - Apr 2016
I was responsible for contracting their insurance agents and brokers with the many companies they represented. I kept track of agents’ insurance licenses and errors and omissions coverage. I also kept track of agents’ commissions and assisted with agent payroll as needed. I worked closely with health companies when dealing with contracting and finding missing commission. Used Microsoft Excel and Word daily. I was responsible for contracting their insurance agents and brokers with the many companies they represented. I kept track of agents’ insurance licenses and errors and omissions coverage. I also kept track of agents’ commissions and assisted with agent payroll as needed. I worked closely with health companies when dealing with contracting and finding missing commission. Used Microsoft Excel and Word daily.
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Graphic Design Intern
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Aug 2013 - Dec 2013
I designed brochures, posters, magazine layouts and more assigned by senior designers, using Adobe Illustrator, Photoshop and InDesign daily. I designed brochures, posters, magazine layouts and more assigned by senior designers, using Adobe Illustrator, Photoshop and InDesign daily.
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Zaxby's Franchising LLC
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Restaurants
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700 & Above Employee
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Shift Manager
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Aug 2007 - Dec 2013
I opened and closed the store, which included managing money, ensuring the store was clean, and inventoried stock. I helped my team serve customers and meet company goals. I ensured all employees stayed on task and that my shifts ran smoothly. I also helped train new employees and conducted interviews when needed. I opened and closed the store, which included managing money, ensuring the store was clean, and inventoried stock. I helped my team serve customers and meet company goals. I ensured all employees stayed on task and that my shifts ran smoothly. I also helped train new employees and conducted interviews when needed.
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Education
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Western Kentucky University
Bachelor of Fine Arts (BFA), Graphic Design