See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Katherine Aluia is a detail-oriented and organized individual with experience in various roles, including administrative assistance, customer service, and childcare. She has worked in the Detroit Metropolitan Area for several years, providing support to clients and families in wealth management, investment advisory, and lifestyle management services. With a Bachelor of Arts degree in Philosophy from St. Norbert College, Katherine has developed strong communication and problem-solving skills. She is proficient in managing multiple tasks, prioritizing responsibilities, and maintaining a professional atmosphere in fast-paced environments.

Experience

    • Client Service Associate
      • May 2024 - Present

      Established over 65 years ago, Ford Estates, LLC is a single-family office based in Detroit, Michigan. We deliver comprehensive Wealth Management, Investment Advisory, and Lifestyle Management Services to our client families.

  • America's Community Council (ACC)
    • Troy, Michigan, United States
    • Executive Assistant to the COO
      • Feb 2023 - May 2024
      • Troy, Michigan, United States

  • Hall Financial
    • Troy, Michigan, United States
    • Hall Financial
      • Jun 2020 - Feb 2023
      • Troy, Michigan, United States

  • United Wholesale Mortgage
    • Pontiac, Michigan
    • Administrative Assistant of Operations
      • Mar 2018 - Jun 2020
      • Pontiac, Michigan

  • Altar'd State
    • Troy, Michigan
    • Brand Representative
      • Sep 2018 - Mar 2019
      • Troy, Michigan

  • R. Hirt Jr
    • Detroit, Michigan
    • Customer Service Representative
      • Nov 2017 - Mar 2018
      • Detroit, Michigan

  • Nanny
    • Bloomfield Hills, Michigan
    • House Manager
      • Mar 2015 - Nov 2017
      • Bloomfield Hills, Michigan

  • Planet Fitness
    • troy, michigan
    • Service Member
      • Jun 2014 - Mar 2015
      • troy, michigan

      -Expressed a positive and friendly attitude while assisting gym members with check ins and managing account details at the front desk-Signed up new members and provided them with knowledge of our facility and membership agreement to offer them comfort in their new environment -Answered phones assisting current members with account questions and providing new members with gym information and protocol to create a comfortable atmosphere -Responsible for maintaining specified areas of the gym

    • Intern Athletic Trainer
      • Sep 2014 - Jan 2015

    • Office Assistant
      • Sep 2012 - May 2014
      • de pere, wisconsin

      -Responsible for helping maintain the friendly atmosphere of the office through answering phones and greeting guests in a professional fashion-Completing daily tasks efficiently such as sending weekly emails and running reports to obtain information regarding available internships-Proved I am flexible in the workplace and able to work under any conditions and prioritize tasks so they are completed in a timely and efficient manner

  • Tiny Treasures Daycare
    • warren, michigan
    • Childcare Worker
      • Jun 2009 - Dec 2013
      • warren, michigan

      Responsible for caring for groups of children ages 1 month-13 years. Organized group activities, tended to the needs of parents and children and assisted in organization meals and daily schedules. Also had experience caring for children with ASD.

Education

  • 2010 - 2014
    St. Norbert College
    Bachelor of Arts (B.A.), Philosophy

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Wealth Management”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles