Alexis Morgan
Summary
I am eager to take on a position that leverages my strong interpersonal skills and diverse background. I am committed to not only challenging myself but also empowering my team to reach their full potential. By fostering a collaborative environment and maintaining a focus on achieving team objectives, I strive to lead with purpose, driving both individual and collective success.
Overview
5
5
years of professional experience
Work History
Financial Advisor Assistant
Rachor Financial
08.2023 - Current
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with financial planning to meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted in the development of comprehensive financial plans for clients, addressing their investment, retirement, insurance, and estate planning needs.
- Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards.
- Coordinated effectively with internal departments such as trading or operations teams for seamless execution of transactions on behalf of clients.
- Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
- Assisted clients with budgeting and cash flow management.
- Contributed to successful client meetings by preparing detailed agendas, gathering pertinent materials, and taking thorough notes for follow-up actions.
Accounting Assistant
SVRC Industries
05.2023 - 08.2023
- Sage software knowledge
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
- Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
- Organization skills for filing, being efficient and effective, etc
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Contributed to the development of a positive work environment, fostering strong relationships with colleagues and supervisors.
- Improved financial decision-making by providing detailed expense reports and analysis.
Merchandise Service Coordinator: Manager
Ulta Beauty
12.2021 - 04.2023
- Exceeding expectation from peers due to great work ethic and handling corrective criticism professionally
- Assisted in inventory management, ensuring accurate stock levels and timely replenishment of merchandise.
- Ensured compliance with company standards by conducting regular audits of merchandise displays and signage accuracy.
- Increased employee productivity through effective scheduling, task delegation, and performance monitoring.
- Fostered a positive shopping experience for customers with well-maintained store layout and attractive visuals.
- Trained new employees on store policies, procedures, and best practices in merchandise presentation.
- Streamlined operations with efficient coordination of shipments and processing of incoming merchandise.
- Contributed to the success of special events by coordinating product launches, seasonal promotions, and in-store activities.
Financial Assistant
NorthWestern Mutual
09.2021 - 10.2021
- Increased financial accuracy by diligently maintaining and updating financial records.
Member Services Representative > Shift Lead > Assistant Manager
Planet Fitness
09.2020 - 09.2021
- Above and beyond service excellence, leadership, and impact roles recognized by leaders of the fastest growing fitness franchise in the world
- Collaborated with team members to ensure seamless communication and consistent service delivery.
- Contributed to process improvements by sharing feedback from customer interactions with management teams.
- Assisted in the development of training materials, contributing to increased staff knowledge and performance levels.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained accurate records of customer interactions, capturing essential data for analysis and improvement purposes.
Processor and Cashier
Goodwill
10.2019 - 03.2020
- Supported team members in their tasks, contributing to overall team success.
- Ensured accuracy in financial transactions, reconciled cash with receipts daily.
- Improved efficiency, organized checkout area for optimal workflow.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Contributed to clean and safe shopping environment, performed regular sanitation of checkout area.
Education
Bachelor's Degree - Actuarial Mathematics
University of Michigan-Flint
05.2023
Grand Valley State University
01.2020
Mott Community College
05.2019
Atherton Jr/Sr High
01.2019
Skills
Ethical behavior
Customer service
Time management
Attention to detail
Multitasking and organization
Critical thinking
Relationship building and management
Client relations/ interaction
Analytical thinking
Financial services
Telephone and email etiquette
Leadership qualities
Accomplishments
State of Michigan Notary
Two classes complete for the Certified Financial Planner course
Timeline
Financial Advisor Assistant
Rachor Financial
08.2023 - Current
Accounting Assistant
SVRC Industries
05.2023 - 08.2023
Merchandise Service Coordinator: Manager
Ulta Beauty
12.2021 - 04.2023
Financial Assistant
NorthWestern Mutual
09.2021 - 10.2021
Member Services Representative > Shift Lead > Assistant Manager
Planet Fitness
09.2020 - 09.2021
Processor and Cashier
Goodwill
10.2019 - 03.2020
Bachelor's Degree - Actuarial Mathematics
University of Michigan-Flint
Grand Valley State University
Mott Community College
Atherton Jr/Sr High