Adrienne Hunter
Las Vegas,NV
Summary
I will be a very qualified candidate for the position within this company and I will continue to prove to the company all of my abilities to successfully operate and conduct the necessary duties required of the job title/position.
Overview
16
16
years of professional experience
1
1
Certification
Work History
GBA Supervisor (Gig Brand Ambassador Sup)
Omni Interactions
10.2019 - Current
- Excelled in role requiring the ability to handle a variety of customer service and administrative tasks
- Specialized in supervisory duties and employee management
- Specializes in Quality Control and call observations.
Financial Advisor (Self-Employed)
ULW Solutions Center, LLC.
04.2018 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on financial topics and best practices.
- Informed clients of strategies for reducing debt and maximizing savings.
- Studied financial documents to identify potential areas needing improvement.
- Prepare and file 30-100 federal, state, and local tax returns per season.
- Experience with rental properties, partnership & fiduciary K-1's, sale of home, Schedule C, Schedule D, Crypto mining, Cryptocurrency, CTC, EIC, etc.
- Small business bookkeeping using Drake Accounting and/or QuickBooks Online.
- Non-profit and small business payroll setup, processing, and quarterly filings, • Multi-state sales tax filings 5-10 per month • Analyzing financial health of businesses and offering solutions to increase cash flow and properly structure business foundation • Cold calling insurance leads and producing lead generation tactics to market life and annuity products • Completing financial analysis to recommend best product based on budget, health, and assets.
- Facebook & Instagram Ads experience, website building, scheduling, and firm management experience.
Tax Expert Lead
Intuit
12.2016 - Current
- Excelled in role requiring the ability to prepare, review, and process tax returns
- Specialized in tax, payroll, business records and product support.
Patient Support Rep
Anthem/ Elevance Health
12.2022 - 03.2023
- Excelled in role requiring the ability to assist patients with selecting and assigning medical service providers and insurance needs
- Specialized in insurance, insurance programs, and plan support.
Technical Support Representative
PlumChoice
09.2013 - 06.2022
- Excelled in role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency
- Demonstrated proficiencies in telephone and computer reception within a high-volume environment
- Calmed upset/angry customers and researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts
- Assisted customers with Technical Issues and troubleshooting if their Home Security Services and Newly Released Products and Services offered by PlumChoice, INC; Avast.
Administrative/Personal Assistant
J. Kent Staffing
08.2013 - 10.2014
- Excelled in role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer and employee issues with expediency
- Demonstrated proficiencies in telephone and computer reception within a high-volume environment
- Assisted with preparations for audits of contracts and other financial insurances and bonds
- Assisted with filing and interoffice memorandum creations
- Scanned and emailed, and copied documents used within the office and for other purposes such as filing.
CAEII in the NASR Dept.
Comcast
10.2012 - 01.2013
- Excelled in role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency
- Demonstrated proficiencies in telephone and computer reception within a high-volume environment
- Calmed upset/angry customers and researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts
- Assisted customers with Technical Issues and troubleshooting if their Home Security Services and Newly Released Products and Services offered by Comcast; Xfinity.
Paralegal/ Compliance Officer
Convergys
10.2011 - 05.2012
- Excelled in role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency
- Demonstrated proficiencies in telephone and computer reception within a high-volume environment
- Calmed upset/angry customers and researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts
- Consistently praised by management for the quality and timeliness of contracts, attention to detail, exemplary customer service delivery and team-player attitude
- Conducted depositions and created legal documents to be filed on behalf of the company.
Paralegal
Crawford Law Offices
02.2009 - 12.2010
- Excelled in role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency
- Handled Juvenile, Family Law, (Divorces, Child Support Issues, Parenting Plan, etc.) and Criminal Offenses
- Handled Workmen’s Comp Issues
- Conducted legal research and filing
- Gathering legal information to build cases
- Preparing statements and briefing cases for attorney use
- Handled Juvenile, Family Law, (Divorces, Child Support Issues, Parenting Plan, etc.) and Criminal Offenses
- Answered calls from clients and set up appointments
- Preparing statements and briefing cases for attorney use
- Updated the company website and current events.
Paralegal
Reisinger, Booth, and Associates
10.2007 - 02.2009
- Answered calls from clients and set up appointments
- Handled Juvenile, Family Law, (Divorces, Child Support Issues, Parenting Plan, etc.) and Criminal Offenses
- Checked the company e-mails
- Handled Litigation Issues, etc
- Conducted all of the same duties as listed above for Crawford Law Offices.
Education
MBA - Business Admin And Finance
Colorado Technical University
Denver, CO01.2013
BA in Business Administration -
Kaplan University
Omaha, NE01.2010
Skills
- Office Skills: Front Desk Reception, Customer Service, Filing Database & Records Management & Web Site Updating, Executive & Administrative Support, Reports & Spreadsheets, Complaint Handling, Data Entry (75 WPM), Legal Document Preparation, Handling/Conducting Depositions, Gathering/ Conducting Legal Research
- Computer Skills: Word, Excel, PowerPoint, Access, Visio, Outlook, WorkDay, SalesForce
- Schedule Development
- Data Analytics
Certification
Tax Professional
PTIN Active
EA Candidate
Quickbooks Pro/Payroll Advisor
EFile Pin
Volunteer Work
Food Bank of the Rockies
Made care packages for less fortunate
Various Dates
references
“Adrienne is a first-rate administrative support professional…excels in organizing our busy office… ensures all of our customers’ needs are taken care of…truly an exceptional employee…” - Excerpts from 2013 Performance Review
Timeline
Patient Support Rep
Anthem/ Elevance Health
12.2022 - 03.2023
GBA Supervisor (Gig Brand Ambassador Sup)
Omni Interactions
10.2019 - Current
Financial Advisor (Self-Employed)
ULW Solutions Center, LLC.
04.2018 - Current
Tax Expert Lead
Intuit
12.2016 - Current
Technical Support Representative
PlumChoice
09.2013 - 06.2022
Administrative/Personal Assistant
J. Kent Staffing
08.2013 - 10.2014
CAEII in the NASR Dept.
Comcast
10.2012 - 01.2013
Paralegal/ Compliance Officer
Convergys
10.2011 - 05.2012
Paralegal
Crawford Law Offices
02.2009 - 12.2010
Paralegal
Reisinger, Booth, and Associates
10.2007 - 02.2009
MBA - Business Admin And Finance
Colorado Technical University
BA in Business Administration -
Kaplan University