Abbey Stropes
North Liberty,IA
Summary
I'm an experienced professional with leadership and team management skills in a customer focused environment. Excelling independently and in teams, I consider myself resourceful and adaptable in exceeding professional expectations. I'm highly motivated and quick to learn new skills and address challenges with efficiency and confidence.
Overview
18
18
years of professional experience
Work History
Admin Consultant
LPL Financial
Remote, IN
04/24/23 - Current
- Daily direct communication with advisors and clients through a dedicated, toll-free number and by pro-active outreach to the advisor, weekly meetings via Webex or dedicated phone line.
- Redtail management and scheduling of client appointments.
- Research complex situations set client expectations, and define the actions necessary, to resolve inquiries in a timely manner, keep client and advisor updated along the way.
- Assume ownership of inquiries and see them through to a timely resolution.
Communicate with internal departments to ensure clients’ expectations for timely service delivery are met, create cases as needed to ensure timely service. - Manage account notifications and resolution of NIGOs, proactively resolve NIGO's and clear notifications.
- Manage daily reports for account activities that are operational in nature – cash management, RMDs, periodic distributions, debits, pending settlements, etc.
- Assist clients with getting established with Account View 2.0 and troubleshoot any issues they experience.
- Educate advisors and clients on the use of technology to increase efficiencies.
- Assisted new associates on the team with questions, training opportunities and shadow sessions as well as new admin from other management teams.
Floral Manager
Hy-Vee, Inc.
Cedar Rapids, IA
06.2008 - 05.2013
- Maintained product availability by ordering, labeling, stocking, and inventorying department merchandise
- Promoted trust and respect among associates by communicating company, department, and job-specific information
- Achieved company and store goals by collaborating with associates and promoting teamwork
- Worked with clients to understand their needs, quote prices and discuss arrangement options
- Managed the administrative and financial aspects of the business, keeping accounts and records current
- Conducted classes or demonstrations, or trained other workers.
Floral Clerk
Hy-Vee, Inc.
Davenport, Iowa
06.2009 - 06.2012
- Watered plants and cut, conditioned, and cleaned flowers and foliage to prepare for storage
- Communicated with clients via telephone and in-person to discuss desired types of arrangements, prices, and place of delivery
- Accessorized and handmade arrangements with ribbons and bows, vases, and balloons
- Unpacked stock and received orders
- Wrapped completed arrangements to protect through the final delivery time.
Floral Designer
Hy-Vee, Inc.
Iowa City, IA
06.2006 - 06.2008
- Created arrangements for weddings, funerals, and special events
- Took care of stock properly to maintain freshness for orders
- Used downtime between arrangements to stock, clean, and organize floral shop
- Cut and arranged flowers to match customers' exact specifications
- Balanced customers' quality and budget demands to deliver exceptional floral arrangements.
Receptionist
Ausdal Financial Partners
Davenport, IA
- Answered incoming office calls over multi-line system and answered questions, took messages, or transferred to desired extensions
- Greeted guests promptly and consistently set professional tone with friendly assistance
- Organized and filed client's documents
- Scanned and labeled PDF documents to be saved in client's electronic folders
- Assisted and executed large mailing projects.
Floral Clerk
Hy-Vee, Inc
Milan, IL
- Watered plants, processed fresh flowers, maintained a clean and safe work environment
- Answered the phone, took customer orders, greeted customers within the shop, communicated basic plant and flower care to customers.
Associate Admin Consultant
LPL Financial
Remote
02/28/22 - 04/24/23
- Execute and follow all tasks received from Lead Admin through to completion.
- Research complex situations and define the actions necessary, clearly communicate action needed back to lead.
- Communicate with internal departments to follow up on tasks assigned
Execute move money requests, account updates and prepare forms as needed based on tasks received from lead. - Monitor advisor notifications and NIGO's, proactively research what resolution is needed to fix NIGO's or clear notifications.
- Assisted new associates on the team with questions, training opportunities and shadow sessions.
Education
Bachelor of Arts - Psychology
University of Iowa
Skills
- Ability to set and achieve goals
- Excellent communication and listening skills
- Exceptional customer service
- Creative problem solving
- Effective team working skills
- Proficient in Microsoft Office applications
- Task prioritization
- Ability to teach and train employees
- Best Practices Implementation
Timeline
Floral Clerk
Hy-Vee, Inc.
06.2009 - 06.2012
Floral Manager
Hy-Vee, Inc.
06.2008 - 05.2013
Floral Designer
Hy-Vee, Inc.
06.2006 - 06.2008
Admin Consultant
LPL Financial
04/24/23 - Current
Receptionist
Ausdal Financial Partners
Floral Clerk
Hy-Vee, Inc
Associate Admin Consultant
LPL Financial
02/28/22 - 04/24/23
Bachelor of Arts - Psychology
University of Iowa