Assistant Vice President/Branch Manager

• Jul 2020 - Present

Office Manager

• May 2016 - Present

Responsible for assisting acupuncture and massage patients with scheduling appointments and taking payments. Other responsibilities include answering questions or concerns of patients regarding treatment or Chinese herb formulas. handling sensitive information regarding patient files, ordering supplies as needed, maintaining the yoga student database of class packages and communicating to the students, gathering payroll for each yoga teacher and front desk employee. Responsible for assisting acupuncture and massage patients with scheduling appointments and taking payments. Other responsibilities include answering questions or concerns of patients regarding treatment or Chinese herb formulas. handling sensitive information regarding patient files, ordering supplies as needed, maintaining the yoga student database of class packages and communicating to the students, gathering payroll for each yoga teacher and front desk employee.

Registered Sales Assistant

• May 2008 - Jan 2017

Responsible for receiving series 7, 66 and Insurance licenses for employment. Other responsibilities included answering calls from clients and wholesalers and assisting them when needed, financial data entry of client accounts, handling sensitive information regarding client accounts, electronic and paper filing of account statements on a quarterly  basis, recording client information for records using Microsoft Excel, and overseeing the business when the owner is absent. Show less

Team Coordinator

• Jul 2004 - Aug 2008

Responsible for monitoring daily work including setting daily processing goals for associates and allocating resources to ensure all work is complete. Served as a resource for my team, available to answer processing questions, make good business decisions related to completion of work, taking escalated calls from the client to help resolve issues. Monitored and recorded each team member’s phone calls, productivity and quality control. Set and communicated clear expectations to each team member, holding associates accountable in regard to processing expectations and celebrating accomplishments. Evaluated and established incentive and reward plans to motivate team members while building a creative and team work environment. Participated in weekly conference calls or meetings with the client to resolve issues. Show less

French And Spanish Teacher

• Oct 2003 - May 2004

Responsible for instructing four ninety-minute classes daily in a classroom of 15-25 students. Studies included French I and II and Spanish I. Other responsibilities included preparing lesson plans for each class, monitoring students in the classroom to ensure the optimal learning environment for each student, assigning projects outside the classroom that involved working in small groups to teach communication and interpersonal skills, grading involved written and verbal skill assessment and providing extra time during plan period to assist students as needed. Show less