Detail-oriented professional with excellent communication, interpersonal and creative thinking skills. Aiming to leverage my abilities to successfully fill the vacancy at your company. Skilled in working under pressure and adapting to new situations and challenges to best enhance the experience for those I work with.
Overview
3
3
years of professional experience
Work History
Executive Assistant
Grant Thornton, LLC
10.2023 - Current
Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
Processed travel expenses and reimbursements for executive team and senior management group.
Consultant Engagement Specialist
Innova Solutions
03.2023 - 08.2023
Created smooth onboarding processes to help new hires adjust to company policies, procedures and processes.
Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
Responded to inquiries by answering telephone calls, in-person questions and emails.
Processed employee termination paperwork at direction of supervisory staff.
Investigated and resolved customer inquiries and complaints quickly.
Developed highly empathetic consultant relationships and earned reputation for exceeding service standard goals.
Sought ways to improve processes and services provided.
Client Service Coordinator
Northwestern Mutual, Team Joe
10.2022 - 03.2023
Organized and dependable candidate successful at managing multiple priorities with a positive attitude
Willingness to take on added responsibilities to meet team goals
Educated clients on account services and resolved client inquiries regarding statement information and account balances
Maintained accurate record-keeping with proactive attention to client information updates
Responded to customer calls and emails to answer questions about products and services
Communicated with clients regarding account services, statements, and balances
Maintained and managed customer files and databases
Provided primary customer support to internal and external customers
Updated account information to maintain customer records
Obtained underwriting approval by completing application for coverage
Utilized CRM software to manage client relationships
Prepared and reviewed insurance applications to verify compliance with regulations.
Contracts, Licensing and Registration Coordinator
Northwestern Mutual
03.2022 - 10.2022
Stayed up-to-date on all state laws and licensing requirements for insurance licenses
Cultivated interpersonal skills by building positive relationships with others
Worked with recruiting teams and human resources representatives to accomplish hiring
objectives
Scheduled and conducted multiple check ins with interns and incoming financial
representatives each week
Assisted with onboarding and orientation of new hires to expedite acclimatization
process
Developed and implemented plans to improve onboarding process
Supported HR functions with emphasis on record keeping, data entry, and general HR
tasks
Contributed to development and maintenance of personnel policies to streamline and
standardize procedures
Conducted new employee onboarding and provided ongoing orientation training.
Front Office Coordinator
Northwestern Mutual
11.2021 - 03.2022
Welcomed patrons and immediately offered assistance by asking open-ended
questions
Delivered top-notch administrative support to office staff, promoting excellence in
office operations
Screened and transferred incoming calls, took down messages, and transmitted
information and documents to internal personnel
Created and updated physical records and digital files to maintain current, accurate,
and compliant documentation
Inventoried and ordered office supplies to maintain availability of products
Sorted, opened, and routed mail and deliveries to meet business requirements
Updated reports, managed accounts, and generated reports for company database
Developed and maintained successful relationships with vendors, suppliers and
contractors
Controlled finances to lower costs and keep business operating within budget.