Carcy Cavanaugh
Waxhaw
Summary
Seasoned Admin Solutions Consultant with a proven track record at LPL Financial Services, Inc., excelling in client relationship management and CRM software. Mastered task prioritization and effective communication, enhancing operational efficiency and client satisfaction. Demonstrated exceptional problem-solving abilities and attention to detail, significantly improving administrative processes.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Admin Solutions Consultant
LPL Financial Services, Inc.
10.2023 - Current
- Provides administrative support to advisors, including all daily tasks requested by the advisor
- Utilizes LPL systems and tools to complete advisor requested tasks in a timely manner allowing the advisor to focus more on client relationships and needs
Administrative Assistant
Worth Advisors
Charlotte
07.2021 - 08.2023
- Answers phone calls and emails and assists clients with questions regarding tax preparation.
- Calculates form preparation fees according to return complexity and processing time.
- Assures filing completion per client folder by gathering clients and CPA approval signature, tax form upload and documentation backup scans.
- Collaborates with various departments to ensure achievement of all organizational objectives.
- Handles scheduling of CPA’s calendar.
- Performs various administrative duties as requested by the office manager including but not limited to scheduling, organizing and ordering lunch for meetings.
- Small Business Client Bookkeeping – performs daily accounting tasks such as monthly financial reporting, general ledger entries, and recording payments and adjustments.
Front Desk Lead
Dermatology Practice Of The Carolinas
Charlotte
10.2019 - 07.2021
- Supervise front office staff. Help ensure the medical facility and its staff maintain a high level of ethical and professional standards.
- Looks for ways to streamline and enhance administrative operations.
- Counsels and trains newly hired administrative staff.
- Coordinates certain financial reports.
- Develops and implements some of the policies and procedures for the medical facility.
- Ensures administrative staff are accurately notating patients’ electronic records.
- Attends interdepartmental meetings.
- Handles insurance claim issues and billing inquiries.
- Taking phone calls, completing clerical tasks, greeting patients, collecting patient information, scheduling appointments, and keeping the reception area clean and organized.
Client Service Associate
UBS Financial Services
Charlotte
09.2013 - 12.2017
- Enhanced client experience by servicing clients and providing operational and administrative support to Financial Advisors. 50-75 clients per Financial Advisor.
- Respond to all client needs regarding their accounts.
- Account and Insurance applications as well as yearly Required Minimum Distributions.
- Attained knowledge of firm policy, procedures, and technology through firm wide continuing education modules and conference calls.
- Perform administrative duties to support Financial Advisors in their daily business practices.
- Answered phone calls, email and in person visits from clients.
- Opened client accounts by handling production and processing of client paperwork.
Executive Administrative Assistant
Charlotte Soccer Academy
Charlotte
04.2011 - 05.2013
- Recruited, coordinated, and scheduled volunteers on an ongoing basis to organize single events. 40-75 volunteers per event.
- Keep veteran and potential volunteers informed by maintaining and updating volunteer websites.
- Coordinated travel arrangements such as booking airline tickets and hotel accommodations for the Executive Director.
- Performed general administrative duties such as making and receiving calls, responding to email, filing, and photocopying documents.
- Coordinated all player and coach uniform and equipment purchases and disbursement. 3,500 – 4,000 players and 50 – 100 coaches and assistant coaches.
Education
Bachelor of Science - Business Administration - Marketing
University of North Carolina At Charlotte
Charlotte, NC12-2016
Bachelor of Arts - Exercise Science - Allied Medical
Brevard College
Brevard05-2009
Skills
- Coaching
- Client relationship management
- Task prioritization
- CRM software
- Process improvement
- Time management
- Team collaboration
- Effective communication
- Problem solving
- Attention to detail
- Administrative support
- Scheduling
- QuickBooks
- Microsoft Office Suite
- Google Suite
- Financial Services
- Tax preparation
- Data entry
Certification
- Insurance Agent, Accident, Health, Life, Variable Life & Annuities, Long-term Care
Affiliations
- LPL Young Professionals ERG - Council Member
- (NEW) Ministry of Engagement - Volunteer
- Forgotten, Now Family Rescue - Senior Team Lead & Foster
Timeline
Admin Solutions Consultant
LPL Financial Services, Inc.
10.2023 - Current
Administrative Assistant
Worth Advisors
07.2021 - 08.2023
Front Desk Lead
Dermatology Practice Of The Carolinas
10.2019 - 07.2021
Client Service Associate
UBS Financial Services
09.2013 - 12.2017
Executive Administrative Assistant
Charlotte Soccer Academy
04.2011 - 05.2013
- Insurance Agent, Accident, Health, Life, Variable Life & Annuities, Long-term Care
Bachelor of Science - Business Administration - Marketing
University of North Carolina At Charlotte
Bachelor of Arts - Exercise Science - Allied Medical
Brevard College
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