Senior Registered Client Service Associate

• Nov 2017 - Present

Client Service Associate

• Dec 2015 - Nov 2017

Executive Assistant

• May 2015 - Dec 2015

Staff Accountant

• Jun 2014 - May 2015

Digital Advertising Billing Coordinator

• Aug 2013 - Jun 2014

Store Manager

• Jan 2005 - Aug 2013

Trained and supervised newly hired staff to ensure efficiency Accountable for the efficient daily store operations Coordinated inventory purchases and deliveries with vendors Trained staff to improve and maintain excellent customer and vendor relations Trained and supervised newly hired staff to ensure efficiency Accountable for the efficient daily store operations Coordinated inventory purchases and deliveries with vendors Trained staff to improve and maintain excellent customer and vendor relations

Office Administrator and Bookkeeper

• May 2013 - Jun 2013

Updated client’s financial accounts through Quickbooks Prepared bank reconciliations Ran day to day administrative tasks Updated client’s financial accounts through Quickbooks Prepared bank reconciliations Ran day to day administrative tasks

Intern

• Apr 2012 - Aug 2012

Prepared detailed reports and analysis including portfolio asset allocation, client account performance, and dividend reinvestments Attended and listened to vendor calls and meetings on new product offerings and capabilities Wrote summaries with key information to communicate to Financial Advisor Team Client account maintenance Prepared, scanned, and printed documents for processing Created and maintained mutual fund fact sheet binder Enhanced and updated Financial Advisor Team website Show less

Bursar

• Jul 2011 - Jul 2012

Managed the finances and reduced overdue accounts for the sorority Effectively created and implemented payment programs and budgets for members and various chapter committees Improved financial reporting with the use of Billhighway Managed the finances and reduced overdue accounts for the sorority Effectively created and implemented payment programs and budgets for members and various chapter committees Improved financial reporting with the use of Billhighway