English Language Assistant

• Oct 2023 - Present

Client Service Associate

• Jan 2022 - Jul 2023

• Attentive to detail when filling out client paperwork and entering data • Assist with other's tasks to ensure deadlines are met • Collaborate and communicate with coworkers to make processes and procedures more efficient • Use different platforms: DocuSign, Emoney, Wealthscape, Salesforce and Addepar to manage clients' financial accounts •Train and guide new hires in the Client Service role • Attentive to detail when filling out client paperwork and entering data • Assist with other's tasks to ensure deadlines are met • Collaborate and communicate with coworkers to make processes and procedures more efficient • Use different platforms: DocuSign, Emoney, Wealthscape, Salesforce and Addepar to manage clients' financial accounts •Train and guide new hires in the Client Service role

Financial Planning Administrative Assistant

• Nov 2018 - Jan 2022

• Correspond with clients via phone and email • Manage advisor’s schedule for client and business meetings • Attends to detail when filling out paperwork for life insurance, long term care, and financial accounts • Partner with Insurance and Fund companies to ensure that tasks and timelines are followed • Taught personal finance workshop for young adults • Collaborate with coworkers to problem solve and share the most efficient way to complete tasks • Use different software applications: NetX360, Salesforce, Redtail, DST Vision, Wealth Management, and Oneview to manage client accounts • Maintains communication with different companies to effectively understand and be knowledgeable about the accounts held outside our firm • Provided day-to-day support to team members including: complex and dynamic calendar management for internal and external meetings Show less

Dance Instructor

• Sep 2018 - Aug 2019

• Prepared lessons for a variety of different skill levels • Emphasized certain techniques through movement and repetition • Created an encouraging atmosphere that provided individualized feedback • Choreographed dances for the end of year recital • Substitute taught for other instructors as a studio team member • Prepared lessons for a variety of different skill levels • Emphasized certain techniques through movement and repetition • Created an encouraging atmosphere that provided individualized feedback • Choreographed dances for the end of year recital • Substitute taught for other instructors as a studio team member

Math Tutor

• Nov 2018 - May 2019

• Demonstrated activities that reinforced math concepts • Worked with k-12 (kindergarten math through calculus) • Presented multiple different ways to explain math concepts • Demonstrated activities that reinforced math concepts • Worked with k-12 (kindergarten math through calculus) • Presented multiple different ways to explain math concepts

Office Assistant

• Sep 2018 - Sep 2018

• Assembled assessment materials to be distributed for elementary and middle schools • Entered district assessment scores for k-12 • Compiled spreadsheets in order to manipulate the data • Alphabetized paperwork and filed for all schools in the district • Assembled assessment materials to be distributed for elementary and middle schools • Entered district assessment scores for k-12 • Compiled spreadsheets in order to manipulate the data • Alphabetized paperwork and filed for all schools in the district

Summer Intern

• Jun 2017 - Aug 2017

• Compiled spreadsheets to analyze company's expenses • Filed confidential tenant information • Communicated the company's requirement and expectations to tenants • Compiled spreadsheets to analyze company's expenses • Filed confidential tenant information • Communicated the company's requirement and expectations to tenants