Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brittany McGruder

Charlotte

Summary

Dedicated and focused professional who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Always willing to assist/support, energetic personality, open to growth. Seeking a role of increased responsibility and authority.

Experienced with delivering strategic consulting services to enhance client business operations. Utilizes in-depth industry knowledge and analytical skills to identify and implement effective solutions. Track record of building strong client relationships and driving measurable results.

Experienced with employee relations, recruitment, and policy development. Utilizes strategic planning to enhance organizational effectiveness. Strong understanding of talent management and compliance.

Overview

14
14
years of professional experience

Work History

Associate Admin Consultant

LPL Financial
11.2023 - 12.2024
  • Daily direct communication with the lead admin, and at times the financial advisor. Complete daily tasks accurately and efficiently in a timely manner and communicate with the admin. Utilize the Admin Solutions task management system for tracking purposes.

Customer Service/ Sales Representative

State Farm Agency
08.2022 - 08.2023
  • Establish customer relationships and follow with customers as needed. Provide prompt, accurate, and friendly customer service. Duties include, policy changes, billing clarification, provided necessary docs; id cards, binder, COI’s. Schedule appointments, identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success each and every day.

Administrative Assistant

Wells Fargo
01.2020 - 04.2022
  • Primarily focused on supporting manager(s) of a department and/or business unit by performing moderately complex to complex administrative tasks. Duties include: Compiling information and preparing moderately complex reports using appropriate software; balancing routine expense accounts; answering questions regarding business unit policies and procedures, also performs special projects as requested.

Human Resources Specialist

Wells Fargo
07.2017 - 06.2019
  • Performing general HR duties such as searching employee files and furnish information to authorized person’s. Assisting employees on matters regarding personnel forms, records & procedures.

Customer Service Staff/Cashier

Publix Supermarkets
02.2011 - 07.2018
  • Experienced customer service professional with a proven ability to lead and mentor teams. Skilled in training new hires, managing schedules, and monitoring performance to ensure operational efficiency. Adept at resolving escalated customer issues, implementing process improvements, and driving high customer satisfaction scores. Demonstrated success in coordinating team efforts to achieve service excellence.

Teller

Wells Fargo
07.2016 - 06.2017
  • Greeting customers, processing transactions for customers to help them manage their finances, finding ways to make financial services more convenient for customers and Referring customers to talk to Bankers or other Wells Fargo partners.

Education

High School Diploma -

Piper High School
Sunrise
05-2010

Associate of Arts - Accounting And Finance

Central Piedmont Community College
Charlotte, NC
08-2026

Skills

  • Strong verbal communication
  • Leadership abilities
  • Proficient in prioritizing tasks
  • Proficient in organization techniques
  • Strong focus on accuracy
  • Engaging presentation skills
  • Skilled in formatting and editing with Microsoft Word
  • Experienced with Microsoft Outlook functionalities
  • Excel proficiency
  • Problem-solving
  • Attention to detail
  • Team leadership & development
  • Client relationships
  • Customer service
  • Data entry
  • Computer skills
  • Office administration

Timeline

Associate Admin Consultant

LPL Financial
11.2023 - 12.2024

Customer Service/ Sales Representative

State Farm Agency
08.2022 - 08.2023

Administrative Assistant

Wells Fargo
01.2020 - 04.2022

Human Resources Specialist

Wells Fargo
07.2017 - 06.2019

Teller

Wells Fargo
07.2016 - 06.2017

Customer Service Staff/Cashier

Publix Supermarkets
02.2011 - 07.2018

High School Diploma -

Piper High School

Associate of Arts - Accounting And Finance

Central Piedmont Community College
Brittany McGruder