Dedicated Administrative professional with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for business professionals. Personable and communicative with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.
Addressed customer service inquiries quickly and accurately.
Documented conversations with customers to track requests, problems and solutions.
Evaluated customer account information to assess current issues and determine potential solutions.
Reviewed account and service histories to identify trends and issues.
Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Consulted with customers to determine best methods to resolve service and billing issues.
Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
Collected customer feedback and recommended procedural or product changes to enhance future service delivery.
Managed financial forms, permanent records and employee files.
Updated accounting records with client checks and cash receipts.
Listened carefully to customer complaints and ensured swift and effective resolution by taking appropriate action.
Supported department staff by performing wide range of clerical and administrative tasks.
Maintained account books and accounting systems with accuracy by entering data precisely and proofreading.
Performed research and due diligence to resolve issues in timely manner.
Updated investment records upon funding of investments.
Managed accounting operations, accounting close, account reporting and reconciliations.
Reached out to customers to verify information and follow up on issues.
Received and submitted payments and applied amounts to customer balances.
Provide a high level of service to our practice's clients.
Provide administrative support during the financial planning process
Process investment and insurance applications
Provide administrative support for marketing projects
Assist in the overall operation of the practice
Contact clients to schedule review meetings.
Respond to client requests for service.
Answer telephone, relays messages and greet clients.
Responsible for ordering and maintaining inventory of supplies.
Responsible for establishing and maintaining official documents and records in appropriate files.
May do research for a project or a legal matter.
May be asked to attend some meetings, seminars, etc., possibly to take notes or furnish information.
Pick up and delivers mail as required.
Performs such other duties as may be assigned.
Handle and read all incoming mail
Performs complex secretarial work of an administrative nature.
Provides assistance to the Investment Advisor in administrative areas.
Works with minimal instruction or supervision.
◆ New Britain High School JROTC Private 2007
◆ New Britain High School JROTC Squad Leader 2008
◆ New Britain High School JROTC Sergeant 1stClass 2009,10
◆ Volunteer/New Britain High School Special Needs 2009
◆ New Britain High School Math Tutor 2009,10
◆ New Britain High School Drill Team 2009,10
◆ NBHS Service Learning Volunteer 2010
◆ Warm The Children Volunteer 2014
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