ALEXA HENRY
Brick,NJ
Summary
Detail-oriented Executive Assistant with experience supporting executives in regulated financial and healthcare environments. Proven ability to manage sensitive client information, maintain accurate records, and support documentation used for due diligence, KYC refreshes, and EDD reviews. Recognized for discretion, operational discipline, and process improvement. Seeking to transition into a compliance, risk, or financial-crime operations role where strong administrative oversight and regulatory support skills add value.
Overview
6
6
years of professional experience
Work History
Executive Assistant
Krietzberg Wealth Management
11.2024 - Current
- Manage complex executive calendars, travel, and confidential communications within a regulated financial environment.
- Prepare and proof investment presentations, client communications, and regulatory-adjacent documentation supporting approximately $3M in assets under management.
- Maintain and update sensitive client records in CRM systems, ensuring data accuracy for audits, KYC refreshes, and potential EDD reviews.
- Coordinate communication between executives, clients, and external partners to ensure timely alignment with internal controls and compliance expectations.
- Improve administrative workflows and SOPs, reducing document turnaround time by approximately 20%.
Director, Client Services
Amplity Health
08.2022 - 10.2024
- Led client service operations in a highly regulated healthcare environment with strict documentation and data-handling requirements.
- Partnered cross-functionally to launch new service offerings while maintaining compliance with internal policies and regulatory standards.
- Tracked and analyzed KPIs (response time, resolution accuracy, service levels) to identify operational risk and performance gaps.
- Led client meetings to gather feedback, align service plans, and proactively resolve issues with proper documentation and follow-up.
Sales Manager
European Wax Center
06.2021 - 08.2022
- Exceeded monthly performance goals by aligning sales strategies with operational controls and accurate reporting.
- Oversaw daily activity tracking, staff performance documentation, and leadership initiatives.
- Developed referral programs with structured tracking to support repeat business and customer record accuracy.
Customer Service Representative
The Moret Group
03.2020 - 10.2021
- Served as primary support contact for retail and wholesale accounts, maintaining detailed records of customer interactions and issue resolution.
- Logged and resolved partner issues efficiently, supporting repeat business and data accuracy.
- Maintained accurate order and account documentation to support audit readiness and internal reviews.
Education
CPHT - Pharmacy
American Institute of Medical Sciences & Education
NJ09.2021
High School Diploma - undefined
Edison High School
NJ06.2016
Skills
- Executive Support & Calendar Management
- Client Records & Confidential Data Handling
- Financial Reporting & Expense Management
- Microsoft Office Suite & CRM Platforms
- Document Control & Regulatory Support
- CDD / EDD Documentation Review
- KYC File Maintenance & Verification
- Risk Awareness & Quality Assurance
- Portfolio & Account Oversight
- Process Improvement & SOP Development
- Meeting Coordination & Stakeholder Communication
NOTABLE ACCOMPLISHMENTS
- Recognized for implementing improved scheduling and document-tracking processes that increased operational efficiency.
- Played a key role in maintaining compliance readiness through accurate client documentation and controlled communications.
Timeline
Executive Assistant
Krietzberg Wealth Management
11.2024 - Current
Director, Client Services
Amplity Health
08.2022 - 10.2024
Sales Manager
European Wax Center
06.2021 - 08.2022
Customer Service Representative
The Moret Group
03.2020 - 10.2021
High School Diploma - undefined
Edison High School
CPHT - Pharmacy
American Institute of Medical Sciences & Education