Experience

Washington Avenue Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Associate

  • Jul 2016 - Present

  Lansing, Michigan Area • Manage all inquiries pertaining to life insurance, disability insurance, and investments. • Execute rollovers, in-kind transfers, stock trades, investment strategy updates, account liquidations, and distributions. • Manage insurance licensing, securities registration, annuity contracting/appointments. • Manage financial planning client process for financial advisors (scheduling, invoicing, documentation). • Manage regulatory compliance (file monthly compliance reports, facilitate… Show more • Manage all inquiries pertaining to life insurance, disability insurance, and investments. • Execute rollovers, in-kind transfers, stock trades, investment strategy updates, account liquidations, and distributions. • Manage insurance licensing, securities registration, annuity contracting/appointments. • Manage financial planning client process for financial advisors (scheduling, invoicing, documentation). • Manage regulatory compliance (file monthly compliance reports, facilitate audits, ensure proper reporting and disclosures) • Effectively communicate and collaborate with financial advisors, attorneys, and CPA(s). Show less



Local School District

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Accounts Payable Assistant (temporary)

  • Apr 2016 - Jun 2016

  Lansing, Michigan -Scan and fax invoices -Email invoices to department in which the costs incurred -Interface with vendors -Make sure invoices are approved on time -Keep track of paid and unpaid invoices using Microsoft Excel -Assist in organizing the payroll and HR department -Mange time effectively -Use SDS accounting software -Effectively communicate with CFO and accountant -Have a STRONG sense of confidentiality



H&R Block

• Information Technology & Services
• 1 - 100 Employee

• Receptionist

  • Jan 2016 - Apr 2016

  Lansing, Michigan Area -Answering phone calls -Setting appointments -Verifying appointments -Customer retention -Educating customers on products -Maintaining a professional appearance -Organizing documents -Opening and Closing -Prioritizing -Time management -Effectively communicating with tax-professionals -Cashing out clients -Handling client issues -Maintaining security by following procedures



Valvoline Instant Oil Change

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

• Customer Service Representative and Auto-Technician

  • Feb 2013 - Feb 2016

  Lansing, Michigan -Educating customers on products -Communicating vehicle issues to the customer -Communicating with other technicians and customer service reps. -Answering phone calls -Maintaining a safe work-area -Organization -Maintaining a positive-attitude in the work environment -Verify vehicle information -Verify customer information -Perform accurate fluid level checks and tire pressure checks -Problem solving -Trouble shooting -Maintaining a professional… Show more -Educating customers on products -Communicating vehicle issues to the customer -Communicating with other technicians and customer service reps. -Answering phone calls -Maintaining a safe work-area -Organization -Maintaining a positive-attitude in the work environment -Verify vehicle information -Verify customer information -Perform accurate fluid level checks and tire pressure checks -Problem solving -Trouble shooting -Maintaining a professional appearance -Inventory counting -Cashing out customers -Using teamwork to achieve corporate's goals -Manage time effectively -MULTITASKING! -Fulfill 100% customer satisfaction, EVERY TIME! Show less