Georgina F. Robison
Edenton
Summary
Dynamic professional with expertise in client relationship management and strategic time allocation, demonstrated at Whichard Woolard & Mitchell Wealth Management. Enhanced service delivery through the implementation of a Service Matrix, resulting in increased client satisfaction. Proficient in Microsoft Office and independent project execution, offering strong organizational skills and a meticulous attention to detail. Aiming to leverage these competencies to drive further improvements in client engagement and operational efficiency.
Overview
32
32
years of professional experience
Work History
Senior Client Associate
Whichard Woolard & Mitchell Wealth Management
Elizabeth City
08.2010 - 08.2025
- Provided sales and servicing support to five financial advisors managing over $800 million in assets under management, and 600 client households.
- Opened accounts and processed paperwork for active client households.
- Resolved service and operational issues by collaborating with internal departments and clients.
- Answered procedural and sales inquiries while processing client service requests efficiently.
- Managed fund and equity transfers, ensuring timely execution of transactions.
- Scheduled appointments for new and existing clients to facilitate ongoing engagement.
- Created a comprehensive Service Matrix to segment client households and track interactions.
- Enhanced customer relationships through exceptional service and proactive communication.
Real Estate Broker
Perry & Company Sotheby's International Realty
Edenton
06.2008 - 08.2010
- Obtained agreements from property owners to place properties for sale.
- Monitored fulfillment of purchase contract terms to ensure that they were handled in a timely manner
- Compared listings with similar properties that had recently sold to determine its competitive market price
- Acted as an intermediary in negotiations between buyers and sellers over property prices and settlement details and during the closing of sales
- Checked work completed by loan officers, attorneys, or other professionals to ensure that it was performed properly
- Maintained knowledge of real estate law, local economies, fair housing laws, types of available mortgages, financing options, and government programs
- Generated lists of properties for sale, their locations, descriptions, and available financing options.
- I photographed all new listings for our firm and created two 16-page color brochures for the public.
- Guided clients through property purchases and sales in competitive markets.
Innkeeper
The Lords Proprietors' Inn
Edenton
02.1997 - 06.2008
- Managed an 18 room Bed & Breakfast Inn that included three historic homes and a restaurant in downtown historic Edenton
- Duties included: development and implementation of policies and procedures for the operation of the Inn; organization and coordination of the work staff; interviewing and hiring staff, answering inquiries pertaining to hotel policies and services, and resolving conflicts; greeting and registering guests, inspecting rooms, serving breakfast, ordering supplies
- Created a comprehensive web site for the Inn with professional photographs of all the rooms and grounds, which increased our occupancy considerably
- Organized Historic Preservation Weekends for guests, which included cocktail parties, dinners, and private tours of several historic homes in Edenton
- Coordinated all meetings, reunions, groups and receptions for the Inn
- Responsible for training and payroll for the staff
Campaign Scheduling Coordinator
Guy Millner for Senate
Atlanta
06.1995 - 11.1996
- Scheduling coordinator for Georgia candidate for United States Senate
- Met daily with candidate and campaign manager to review candidate's daily schedule of events, and coordinated with our press manager to be sure that all activities were covered by the local media
- Worked with grass-roots organizations throughout the state to coordinate events for our candidate that would incorporate fundraising, media-attention, and visibility for our candidate.
Assistant to the Campaign Manager
Guy Millner for Governor
Atlanta
05.1993 - 06.1995
- Provided administrative assistance to David Shafer, the campaign manager for candidate Guy Millner's gubernatorial campaign
- Created a Political Action Committee - Republican Majority '96 after the campaign loss to keep Mr. Millner in the public eye, and to ready him for his United States Senate Campaign.
Education
Bachelor of Arts - Art History/Studio Art
Hollins University
Roanoke, VA06-1990
Skills
- Client relationship management
- Detail-oriented accuracy
- Organizational skills
- Multi-tasking efficiency
- Time management strategies
- Clear communication
- Microsoft Office proficiency
- Independent project execution
Affiliations
- Longtime member of St. Paul's Episcopal Church in Edenton, North Carolina
- Served as a member of the search committee for a new rector of St Paul's for two years, and nominated our current Rector, Melody Purdue.
- Serve on the Altar Guild for St. Paul's Church
- New Member of the Chowan Community Foundation
Timeline
Senior Client Associate
Whichard Woolard & Mitchell Wealth Management
08.2010 - 08.2025
Real Estate Broker
Perry & Company Sotheby's International Realty
06.2008 - 08.2010
Innkeeper
The Lords Proprietors' Inn
02.1997 - 06.2008
Campaign Scheduling Coordinator
Guy Millner for Senate
06.1995 - 11.1996
Assistant to the Campaign Manager
Guy Millner for Governor
05.1993 - 06.1995
Bachelor of Arts - Art History/Studio Art
Hollins University