Experience

To The Rescue Bookkeeping, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Sep 2021 - Present



TTEC

• United States
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Customer Service Representative

  • Oct 2020 - Aug 2021



FJY Financial

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Associate

  • Sep 2015 - Jun 2017

  Maintain electronic filing system. Maintain office supplies. Schedule meetings for advisors. Assist advisors in completing application, enrollment and other forms and submitting said forms to custodian. Prepare client letters and mailings. Greet and communicate with clients and guests. Maintain electronic filing system. Maintain office supplies. Schedule meetings for advisors. Assist advisors in completing application, enrollment and other forms and submitting said forms to custodian. Prepare client letters and mailings. Greet and communicate with clients and guests.



Nathan & Nathan, P.C.

• Birmingham, Alabama Area

• Legal Administrative Assistant

  • Jan 2011 - Jun 2015

  Coordinating with over 5 clients to request and ensure receipt of proper documentation for litigation. Maintaining the electronic filing system. Locating defendants through skip-tracing skills. Coordinating with over 5 clients to request and ensure receipt of proper documentation for litigation. Maintaining the electronic filing system. Locating defendants through skip-tracing skills.