Experience

REMOTE ADVISOR RESOURCES

• United States
• Financial Services
• 1 - 100 Employee

• Virtual Assistant

  • Mar 2022 - Present

  • Completed administrative tasks by performing business correspondence, transcription, and data entry. • Managed electronic and paper filing systems by updating paperwork, maintaining documents, and accurately recording information. • Conferred with clients by telephone, chat, or email to provide information about their accounts. • Opening new accounts, incoming and outgoing transfers, monitoring and resolving all notifications, pull client reports. • Manage book/record keeping for multiple independent Financial Advisors. • Specialize in CRM software such as Redtail. • Specialize in eMoney Financial Plans for Clients • Specialize in LPL Client Works platform Show less



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Executive Assistant

  • May 2019 - May 2022

  • Manage and maintain calendars, including scheduling and confirming appointments and containing schedule changes—travel arrangements, including airfare bookings, accommodations, and itineraries for clients' meetings. • File, manage documents and prepare special projects as requested by the advisor. Prepare mailings and materials shipments and communicate with the clients via email, phone, or in person. • Managed phone and email correspondence and handled incoming and outgoing mail and faxes. • Built and maintained excellent customer relationships through timely responses to inquiries and going above and beyond to accommodate unusual requests. • Client information for records and future documentation. • Specialize in CRM software such as Redtail. • Specialize in LPL Client Works platform. • Handled Life Insurance applications and all processing on Mass Mutual’s platform. Show less



Apple

• United States
• Computers and Electronics Manufacturing
• 700 & Above Employee

• Technical Specialist

  • May 2018 - May 2019

  • Ability to deliver excellent customer experiences in any environment and to be invigorated by constant personal interaction. • Strong communication skills that let you converse as freely and comfortably with small groups as with individual customers. • Ability to assess customers' support needs when they arrive, then provide solutions or refer them to other team members. • Flexibility to regularly rotate through different technical specialties and skill sets. • Ability to thrive on change as products evolve. • Trained users on desktops, laptops, and mobile devices. • Completed troubleshooting and diagnostics on company resources. Show less



Stonebriar Chevrolet

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Front Desk Executive

  • May 2017 - May 2018

  • Established and maintained communications calendar and managed scheduled assignments. • Investigated and resolved customer inquiries and complaints in a timely and empathetic manner. • Recipient of multiple positive reviews acknowledging dedication to excellent customer service. • Responded constructively to direction and feedback, both positive and negative. • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance. • Kept the reception area clean and neat to give visitors a positive first impression. Show less



Saltgrass Steak House

• United States
• Hospitality
• 500 - 600 Employee

• Lead Bartender

  • May 2015 - May 2017

  • Maintaining full knowledge of Federal Laws, state liquor regulations, beverage lists, and promotions. • Encouraging feedback from customers and implementing positive changes within the restaurant • Follow all safety and sanitation policies to uphold proper health standards when handling food and beverages. • Kept the bar presentable and well-stocked to meet customer needs. • Performed opening and closing duties, printed sales reports, set up for an incoming shift, prepared cash drawers, and took inventory. • Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands. Show less