Emily Gage

Executive Assistant at Worth Winning
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US

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Bio

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Credentials

  • Inbound Marketing
    HubSpot
    Oct, 2020
    - Nov, 2024

Experience

  • Worth Winning
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Executive Assistant
      • Jan 2020 - Present

      Processed executive subscriptions, license renewals, continuing education requirements, and membership renewals. Managed director's calendar and prepared meeting agenda and materials. Maintained detailed account records and contact logs using Wealthbox, Calendly, and Airtable. Managed client correspondence, document tracking, and data communications. Assisted with general transcription and content creation. Managed and created document processes by reviewing files, records and critical information to confirm the accuracy and ensure compliance with company policies and procedures. Completed account opening documents for clients using TD Ameritrade and Veo One. Show less

  • Christ For The Nations
    • United States
    • Religious Institutions
    • 100 - 200 Employee
    • Records Officer
      • Dec 2018 - Jan 2020

      Organized, reviewed and maintained accurate student records. Provided excellent customer service to students and Alumni. Produced Records in a time-efficient manner. Ordered supplies based on stock quantities, expected usage and budget limitations. Trained new scholarship students on administrative procedures, company policies, and performance standards. Protected student and company confidential information. Organized and facilitated graduation to provide graduates a positive end to their time at CFNI. Show less

    • Course Administrator
      • Aug 2018 - Jan 2019

      Scheduled appointments and assisted with various administrative tasks. Maintained accurate student records and grades using CAMS. Maintained integrity with sensitive information.

  • Crystal Clear Concepts
    • United States
    • Individual & Family Services
    • 1 - 100 Employee
    • Inside Sales Representative
      • Aug 2018 - Dec 2018

      Maintained detailed account records and contact logs using SalesForce. Answered mailed, emailed, telephoned and in-person requests for service and information. Managed a wide variety of customer service and administrative tasks to resolve customer issues quickly. Maintained detailed account records and contact logs using SalesForce. Answered mailed, emailed, telephoned and in-person requests for service and information. Managed a wide variety of customer service and administrative tasks to resolve customer issues quickly.

  • Trader Joe's
    • United States
    • Retail
    • 700 & Above Employee
    • Crew Member
      • Dec 2017 - Aug 2018

      Delivered an exceptional level of service to each customer by listening to concerns and answering questions. Received many customer compliments and recommendations. Received and processed cash and credit payments for in-store purchases Delivered an exceptional level of service to each customer by listening to concerns and answering questions. Received many customer compliments and recommendations. Received and processed cash and credit payments for in-store purchases

Education

  • Christ For The Nations Institute
    Bachelor's degree, Christian Studies
    2016 - 2019

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